Batch Upload Customer Addresses

    • Download the latest CSV template from the “Upload Customer Addresses” module.
    • Copy Addresses information into the CSV template.
    • Upload the CSV template into Xoro.

Download the CSV template file

  • Go to “Upload Customer Addresses” using the search menu.
  • Click on “Download template”.

Copy the information into the template

Once you’ve downloaded the template file, you can copy in your data using any spreadsheet software. There are columns that you must complete, and others that are optional. Mandatory fields are marked with a double asterisk (**) prefix.

  • The file must be a CSV (Comma-separated values) file. The name of your file must end with .csv.
  • Make sure you don’t change any of the column headings from row 1 in the template – these are needed for the file to import correctly.
  • All date fields will accept a format of MM/DD/YYYY or MM-DD-YYYY.
  • Be mindful of any leading zeros in your data, some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.
If you’re importing more than 5,000 records, we recommend you split up the file.

Column NameData TypeDescription
**AddressTypeNameTextEnter AddressTypeName from ‘Bill To’ or ‘Ship To'
**NameTextThe customer’s Address Name
AddrTextThe customer’s Address.
Addr2TextThe customer’s Address2.
CityTextThe customer’s City.
StateTextThe customer’s State.
PostalZipCodeTextThe customer’s PostalZipCode.
CountryTextThe customer’s Country.
FirstNameTextThe customer’s FirstName.
LastNameTextThe customer’s LastName.
CompanyNameTextThe customer’s CompanyName.
PhoneNumberTextThe customer’s PhoneNumber.
EmailTextThe customer’s Email.
**CustomerNameTextThe customer’s Name.
ImportErrorTextIf there any errors from an upload, they will be listed in this column.

Upload the template

Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:

  • Click Browse to select the saved CSV template file.
  • After the file has been selected, click Upload to start importing.
  • While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.
  • After the import has been completed, the result will be displayed with the message for success or error (if any).
  • Addresses will only get uploaded into the system if there are no errors in the file. If there are errors in the file, you can download the error file, fix the errors in the original file and upload it back into Xoro.

Batch Upload
Customer upload
Customer Address upload
Mass upload
Batch Customer address upload

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