Customers in Xoro systems are usually imports via third party sales channels like Shopify or WooCommerce or are created through the Customer module. Also, you can bulk upload customers through the “Upload Customers” module.
Overview
- Download the latest CSV Template from the “Upload Customers” module.
- Copy Customer’s information into the CSV Template.
- Upload the CSV Template into Xoro.
Download the CSV template file
- Go to Upload Customers 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.
- Sometimes long numbers (UPC, etc.) are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.
| Column Name | Data Type | Required | Dependency | Description |
|---|---|---|---|---|
| Customer Name | Text | This field is automatically filled. If the Customer Type is Company, then it fetches the Company Name field, if it is Individual, then it fetches the First and Last Name. | ||
| **CompanyName | Text | Y | The Customer’s Company Name. | |
| FirstName | Text | The Customer’s First Name. | ||
| LastName | Text | The Customer’s Last Name. | ||
| EmailMain | Text | Y | The Customer’s Main Email. The invitation to a customer’s system portal will be sent to this email. | |
| EmailCC | Text | The Customer’s CC Email. | ||
| DefaultBillingEmail | Text | The Customer’s DefaultBillingEmail. | ||
| DefaultShipmentUpdatesEmail | Text | The Customer’s DefaultShipmentUpdatesEmail. | ||
| **MainPhone | Numeric | Y | The Customer’s Main Phone Number. | |
| MobilePhone | Numeric | The Customer’s Mobile Phone Number. | ||
| WorkPhone | Numeric | The Customer’s Work Phone Number. | ||
| Fax | Numeric | The Customer’s Fax Number. | ||
| OtherContactInfo | Text | Any Other Contact Information of the customer. | ||
| BillToFirstName | Text | The Customer’s BillToFirstName. | ||
| BillToLastName | Text | The Customer’s BillToLastName. | ||
| BillToCompanyName | Text | The Customer’s BillToCompanyName. | ||
| **BillToAddr | Text | The Customer’s BillToAddr. | ||
| BillToAddr2 | Text | The Customer’s BillToAddr2. | ||
| **BillToCity | Text | The Customer’s BillToCity. | ||
| **BillToState | Text | The Customer’s BillToState. | ||
| **BillToCountry | Text | The Customer’s BillToCountry. | ||
| **BillToPostalZipCode | Text | The Customer’s BillToPostalZipCode. | ||
| BillToEmail | Text | The Customer’s BillToEmail. | ||
| BillToPhoneNumber | Numeric | The Customer’s BillToPhoneNumber. | ||
| **BillToName | Text | The Customer’s BillToName. | ||
| ShipToFirstName | Text | The Customer’s ShipToFirstName. | ||
| ShipToLastName | Text | The Customer’s ShipToLastName. | ||
| ShipToCompanyName | Text | The Customer’s ShipToCompanyName. | ||
| ShipToAddr | Text | The Customer’s ShipToAddr. | ||
| ShipToAddr2 | Text | The Customer’s ShipToAddr2. | ||
| ShipToCity | Text | The Customer’s ShipToCity. | ||
| ShipToState | Text | The Customer’s ShipToState. | ||
| ShipToCountry | Text | The Customer’s ShipToCountry. | ||
| ShipToPostalZipCode | Text | The Customer’s ShipToPostalZipCode. | ||
| ShipToEmail | Text | The Customer’s ShipToEmail. | ||
| ShipToPhoneNumber | Numeric | The Customer’s ShipToPhoneNumber. | ||
| ShipToName | Text | The Customer’s ShipToName. | ||
| **CustomerTypeName | Text | Y | Y | Enter Customer Type Name from”Indiviual” or “Company” .
Note:- List (Individual, Company) |
| TaxableFlagStr | Text | Select the TaxableFlagStr acceptable values: “Y” or “N” if it is taxable or not. | ||
| TaxCodeChar | Text | Select the Tax Code for the Customer. | ||
| ForceCustomerTaxCodeStr | Text | Select the ForceCustomerTaxCodeStr acceptable values: “Y” or “N” . | ||
| **CurrencyCode | Text | Y | Enter the Currency Code for the Customer. | |
| CreditLimit | Numeric | |||
| **RepId | Text | Y | Y | The sales representative ID for this Customer.
Note:- Available in User Centre (Module) |
| CsrId | Text | Y | Enter the Customer Service Rep ID.
Note:- Available in User Centre (Module) | |
| **DefaultAccountReceivableName | Text | Y | Select the default AR for this customer. This account will automatically be fetched in the relevant modules when this customer is selected.
Note:-Available in Chart of Accounts (Module) | |
| DefaultLiabilityAccountName | Text | Y | Select the DefaultLiabilityAccountName for this customer. This account will automatically be fetched in the relevant modules when this customer is selected.
Note:-Available in Chart of Accounts (Module) | |
| DefaultDepositAccountName | Text | Y | Select the DefaultDepositAccountName for this customer. This account will automatically be fetched in the relevant modules when this customer is selected.
Note:-Available in Chart of Accounts (Module) | |
| **DefaultBillingMethodTypeName | Text | Y | Y | The Customer’s DefaultBillingMethodTypeName.
Note:- List (Email, Mail) |
| DefaultPaymentMethodName | Text | Y | Enter the Customer’s DefaultPaymentMethodName.
Note:- Available in Payment Method Centre (Module). | |
| DefaultPaymentTermName | Text | Y | Enter the Customer’sDefaultPaymentTermName.
Note:-Available in Payment Term Centre (Module) | |
| DefaultProjectClassName | Text | Y | Enter the Customer’s DefaultProjectClassName.
Note:-Available in Project/Class Centre (Module) | |
| **DefaultDeliveryMethodName | Text | Y | Y | Enter the Customer’s DefaultDeliveryMethodName .
Note:-List (Pick Up, Delivery (Own Truck), Delivery (Third Party)) |
| DefaultShippingTermName | Text | Enter the Customer’s DefaultShippingTermName.
Note:-Available in Shipping Term Centre (Module) | ||
| DefaultCarrierName | Text | Y | Enter the Customer’s DefaultCarrierName Note:-Available in Carrier Centre (Module). | |
| DefaultShipServiceName | Text | Y | Enter the Customer’s DefaultShipServiceName.
Note:-Available in Ship Service Centre (Module) | |
| ShippingAccountNumber | Numeric | Enter the Customer’s ShippingAccountNumber. | ||
| DefaultFOBName | Text | Y | Enter the Customer’s DefaultFOBName
Note:-Available in Fob Point Centre (Module). | |
| CustomerSinceDate | Date | The Customer has been with the company since this date. | ||
| CustomerJobFlagStr | Text | Y | Select the CustomerJobFlagStr acceptable values: “Y” or “N” if it is “Y” then Enter ther Customer Name in the ParentName Field else leave it as empty.
Note:-List (Y, N) | |
| ParentName | Text | Y | Enter ther Customer Parent Name.
Note:-Available in Customer Centre (Module). | |
| CustomerGroupName | Text | Y | The Customer’s group if it is a part of one.
Note-Available in Customer Group Centre (Module) | |
| Tags | Text | Enter the Tags for the Customers. | ||
| AccountNumber | Numeric | The Customer’s Account Number. | ||
| BusinessNumber | Numeric | The Customer’s Business Number. | ||
| JobTitle | Text | The Customer’s Job title. | ||
| TaxNumber1 | Text | A Tax Number for the Customer. | ||
| TaxNumber2 | Text | A second Tax Number for the Customer. | ||
| AlertNote | Text | Enter an Alert Note here for a Customer that will be displayed when the customer is selected in some modules. | ||
| Website | Text | The Customer’s Website. | ||
| **ActiveFlagStr | Text | Y | Y | Acceptable values: “Y” or “N” to Active or Deactivate the Customer.
Note:-List (Y, N) |
| OpeningBalance | Numeric | If necessary, enter a positive or negative amount here for the opening balance. This will generate an invoice or credit memo for the customer and is handy when creating customers that already have an existing balance. | ||
| OpeningBalanceDate | Date | Enter the date of the Opening Balance. | ||
| ExchangeRate | Numeric | Enter the ExchangeRate. | ||
| StoreCode | Text | Y | Enter the StoreCode .
Note:-Available in Store Centre (Module) | |
| DefaultOrderTypeNamer | Text | Y | Enter the DefaultOrderTypeNamer . | |
| IsPortalUser | Text | Y | Enter the IsPortalUser Flag .
Note:-List (Y, N) | |
| DepositRequiredTypeName | Text | Y | Enter the DepositRequiredTypeName .
Note:-List (Percentage, Amount) | |
| IsRestricted | Text | Y | Enter the IsRestricted Flag .
Note:-List (Y, N) | |
| Brands | Text | Y | Enter the Brands .
Note:-Available in Item Brand Centre (Module) | |
| PriceTicketRequired | Text | Y | Enter the PriceTicketRequired Flag .
Note:-List (Y, N) | |
| ImportError | Text | If 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:
- The Default Values for required columns can be configured before the upload.
- Click Browse to select the saved CSV Template file.
- After the file has been selected, click Verify & 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).
- Customers 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.
