Customer Upload Template
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Customer Upload Template

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Article Summary

Customer Upload Template


WithoutWire Customer Import Template.xlsx

 

 

The Customer Upload document contains the following columns:

 

Customer Number – Required

 

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. 

 

 

 



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