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	Description	Notes
CustID	Customer ID (User Defined)	Customer ID from previous system. Not required.
Fname	First Name	Customers First Name.
Lname	Last Name	Customer Last Name.
Cname	Company Name	Customers Company Name (will appear on Invoices you send).
Street	Street Address	Street Address (will appear on Invoices you send).
City	City	City.
State	Stare / Province	State or Province.
Country	Country	Country. Must be Alpha-3-digit ISO Code (http://en.wikipedia.org/wiki/ISO_3166-1).
Zip	Zip / Postal Code	Zip or Postal Code.
Tel	Telephone (Primary)	Customers primary telephone number.
Tel2	Telephone #2	Customers secondary telephone number. Not required.
Fax	Fax #	Customers fax number. Not required.
Email	Email Address (Primary)	Customers primary Email Address.
Email2	Email Address #2	Customers secondary Email Address.
TaxCategory	Tax Category Name	Name of Tax Category to which customer will be assigned. Tax Category must be created before {csv} Import.
RateTable	Rate Table Name	Name of Rate Table to which customer will be assigned.Tax Category must be created before {csv} Import
Plan	Plan Name	Name of Rate Table to which customer will be assigned.Rate Table must be created before {csv} Import

To Import customer records from a {CSV} file please follow the steps below:

Steps

Click the [Customers] menu button

CUSTOMER TOPICS

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