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.

First row of the {CSV} file must contain column labels!

CSV File Format

_{[custid],[fname],[lname],[cname],[street],[street2],[city],[state],[country],[zip],[tel],[tel2],[fax],[email],[email2],[taxcategory],[ratetable],[plan],[charge],[vat]}

CSV File Example

^{CustID,Fname,Lname,Cname,Street,Street2,City,State,Country,Zip,Tel,Tel2,Fax,Email,Email2,TaxCategory,RateTable,Plan,Charge}

^{ABC12,Blair,Malet,Bollinger Mach Shp & Shipyard,209 Decker Dr,Suite 35,Philadelphia,PA,USA,19132,215-907-9111,,,bmalet@yahoo.com,,No Taxes,Demo Rates,NO PLAN,No Charge,VAT:12345}
^{ABC13,Brock,Bolognia,Orinda News,4486 W O St #1,Unit 47,New York,NY,USA,10003,212-402-9216,,,bbolognia@yahoo.com,,No Taxes,Demo Rates,NO PLAN,No Charge,VAT:abcdef}
^{ABC14,Lorrie,Nestle,Ballard Spahr Andrews,39 S 7th St,Upper Level,Tullahoma,TN,USA,37388,931-875-6644,,,lnestle@hotmail.com,,No Taxes,Demo Rates,NO PLAN,No Charge,VAT:67891}
^{ABC15,Sabra,Uyetake,Lowy Limousine Service,98839 Hawthorne Blvd #6101,3rd Floor,Columbia,SC,USA,29201,803-925-5213,,,sabra@uyetake.org,,No Taxes,Demo Rates,NO PLAN,No Charge,VAT:12345-ACDEF-098745}

Below is an explanation of the fields

Field	Description	Notes
CustID	Customer ID (User Defined)	Customer ID from previous system. Data Not required, supply empty field.
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).
Street2	Street Address	Street Address (will appear on Invoices you send). Data Not required, supply empty field.
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. Data Not required, supply empty field.
Fax	Fax #	Customers fax number. Data Not required, supply empty field.
Email	Email Address (Primary)	Customers primary Email Address.
Email2	Email Address #2	Customers secondary Email Address. Data Not required, supply empty field.
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. Rate Table must be created before {csv} Import
Plan	Plan Name	Name of Rate Table to which customer will be assigned. Plan must be created before {csv} Import
Charge	Charge Name	Name of the Charge to which customer will be assigned. If not charge is applicable select use 'No Charge'
VAT	VAT Info	VAT information for the customer. VAT information is displayed on Invoices.Data Not required, supply empty field.

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

Steps

Click the [Customers] menu button to open the Customer module.
Click the [Bulk Load Customer] link button located in the top left of the Customer Module.

_{^{Customer Module - Bulk Load Customers}}
Drag your {CSV} file to the blue upload image or click on the blue upload image to select the file. The file will be automatically processed and the records will be added to the customer database.
Verify the customer records in the customer module to ensure that records were imported correctly.

NOTE

You can only import the number of customer records that do not exceed your accounts subscription package. For example if you currently have the CDR10 package then your account can only create and maintain 10 customer records. As such if you try to import customer records from a {CSV} file that contains 100 records, only the first 10 records will be imported and the remaining 90 records will be rejected.

CUSTOMER TOPICS

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