Customer Upload Template

Customer Upload Template

WithoutWire Customer Import Template.xlsx

The Customer Upload document contains the following columns:

Customer Number – Required - Key

Customer Name – Required

Bill To Address field 1 – Required

Bill to Address field 2 – Optional

Bill To City – Required

Bill To State – Required

Bill To Zip Code – Required

Bill to Country – Required

Bill To Customer Phone – Optional

Customer Ship To – Optional

Customer Ship To Address Field 1 – Optional

Customer Ship To Address Field 2 – Optional

Customer Ship To City – Optional

Customer Ship To State – Optional

Customer Ship To Zip Code – Optional

Customer Ship To Phone – Optional

Customer Ship To Fax – Optional

Customer Ship To Country – Optional

Notification Email – Optional

Customer Number

The Customer Number is used to uniquely identify Customers. WithoutWire will use this field to determine whether a customer record already exists or not.

Customer Name

The customer name of the customer to be updated or imported.

Bill To Address Field 1

The Bill To Address Field 1 of the customer to be updated or imported.

Bill To Address field 2

The Bill To Address Field 2 of the customer to be updated or imported. This field will be left empty if no value is provided.

Bill To City

The Bill To City of the customer to be updated or imported.

Bill To State

The Bill To State of the customer to be imported or updated.

Bill To Zip Code

The Bill To Zip Code of the customer to be updated or imported.

Bill To Country

The Bill To Country of the customer to be imported or updated.

Bill To Customer Phone

The Bill To Phone Number of the customer to be imported or updated. This field will be left empty if no value is provided.

Customer Ship To

A default value of “Primary” will be used if no value is provided. Some customers may have more than one shipping address. Use the “Customer Ship To” field to identify each of your customers unique shipping addresses.

Customer Ship To Address Field 1

The ship to address field 1 value of the customer shipping address to import. This value will default to the bill to address field 1 value if no value is provided.

Customer Ship To Address Field 2

The address 2 field of the customer shipping address to be imported. This value will default to the bill to address field 2 value if no value is provided.

Customer Ship To City

The city value of the customer shipping address to import. This field will default to the value of the Bill To City if no value is provided.

Customer Ship To State

The state value of the customer shipping address to import. This value will default to the value of the bill to state is no value is provided.

Customer Ship To Zip Code

The zip code of the customer shipping address to be imported. This field will default to the value of the bill to zip code if it is not filled in.

Customer Ship To Phone

The phone number of the customer shipping address to be imported. This field will default to the bill to phone if no value is provided.

Customer Ship To Fax

The fax machine number of the customer shipping address to import. This field will be left empty if no value is provided.

Customer Ship To Country

The country value of the customer shipping address to import. This field will default to the value of the bill to country if no value is provided. This field will default to the value of the bill to country if no value is provided.

Notification Email

The notification email address can be used for notifications related to this customer.