Customer - Import {CSV}

CDR2Cloud allows the creation of Customer records one at time using the Create Customer feature or in bulk using the Bulk Load Customer feature. The Bulk Load Customer feature allows you to import large number of customer records from a {CSV} text file. The {CSV} file must contain a customer record on each line with customer data delimited (separated) by commas.

CSV File Format

[custid],[fname],[lname],[cname],[street],[city],[state],[country],[zip],[tel],[tel2],[fax],[email],[email2],[taxcategory],[ratetable],[plan]

CSV File Example

^{CustID,Fname,Lname,Cname,Street,City,State,Country,Zip,Tel,Tel2,Fax,Email,Email2,TaxCategory,RateTable,Plan}

^{ABC12,Blair,Malet,Bollinger Mach Shp & Shipyard,209 Decker Dr,Philadelphia,PA,USA,19132,215-907-9111,,,bmalet@yahoo.com,,No Taxes,Demo Rates,NO PLAN}
^{ABC13,Brock,Bolognia,Orinda News,4486 W O St #1,New York,NY,USA,10003,212-402-9216,,,bbolognia@yahoo.com,,No Taxes,Demo Rates,NO PLAN}
^{ABC14,Lorrie,Nestle,Ballard Spahr Andrews,39 S 7th St,Tullahoma,TN,USA,37388,931-875-6644,,,lnestle@hotmail.com,,No Taxes,Demo Rates,NO PLAN}
^{ABC15,Sabra,Uyetake,Lowy Limousine Service,98839 Hawthorne Blvd #6101,Columbia,SC,USA,29201,803-925-5213,,,sabra@uyetake.org,,No Taxes,Demo Rates,NO PLAN}

Below is an explanation of the fields

Field	Required	Description	Notes
CustID		Customer ID (User Defined)
Fname		First Name
Lname		Last Name
Cname		Company Name
Street		Street Address
City		City
State		Stare / Province
Country		Country
Zip		Zip / Postal Code
Tel		Telephone (Primary)
Tel2		Telephone #2
Fax		Fax #
Email		Email Address (Primary)
Email2		Email Address #2
TaxCategory		Tax Category Name
RateTable		Rate Table Name
Plan		Plan Name

To Create a New Customer record please follow the steps below:

Steps

Click the [Customers] menu button
Click the [Create Customer] menu link -button located at the top of the Customer module

In the [Create Customer] screen, enter the information for the new Customer record as follows:

Customer ID [UDF]	`_optional`	User generated Customer ID. Every Customer record created is assigned a system generated Customer ID, however the Customer ID [UDF] field allows you to supply your Customer ID for this customer record.
First Name	`_mandatory`	Customers First Name
Last Name	`_mandatory`	Customers Last Name
Company Name	`_mandatory`	Customers Company Name
Street	`_mandatory`	Customers Address Street
Street2	`_optional`	Customers Address Street _{(2nd line if applicable)}
City	`_mandatory`	Customers Address City
Province/State	`_mandatory`	Customers Address Province or State
Postal/Zip Code	`_mandatory`	Customers Address Portal or Zip Code
Country	`_mandatory`	Customers Address Country
Telephone	`_mandatory`	Customers Telephone Number
Tel2	`_optional`	Customers Telephone Number (other)
Email (1)	`_mandatory`	Customers Email Address
Email (2)	`_optional`	Customers Email Address (other)
Fax	_optional	Customers Fax Number

Click the [Create] button to save the new Customer record

CUSTOMER TOPICS

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