Import Fields: Customers
This document describes the Customer data which can be imported into Big Business, along with a description of action taken if the data does not meet the required format.
Details:
Prior to importing information into Big Business, you need to prepare a tab delimited text file containing the necessary information. Each field to be imported must be separated by a tab, and each record must be separated by a return. This is easily done using a spread sheet.
Import Fields: Customers (3484)
This document describes the Customer data which can be imported into Big Business, along with a description of action taken if the data does not meet the required format.
Details:
Prior to importing information into Big Business, you need to prepare a tab delimited text file containing the necessary information. Each field to be imported must be separated by a tab, and each record must be separated by a return. This is easily done using a spread sheet.
Customer Import (during Setup)
Customer Listing Text up to 64 characters in length Remove characters beyond 64
Company Name Text up to 32 characters in length Remove characters beyond 32
Customer Code Text up to 16 characters in length Remove characters beyond 16
Customer Type Text up to 24 characters in length Remove characters beyond 24
Salutation Text up to 8 characters in length Remove characters beyond 8
First Name Text up to 16 characters in length Remove characters beyond 16
Last Name Text up to 16 characters in length Remove characters beyond 16
Title Text up to 24 characters in length Remove characters beyond 24
Phone Number 1 (Work) Phone number up to 27 characters in length Remove characters beyond 27
Phone Number 2 (Fax) Phone number up to 27 characters in length Remove characters beyond 27
Phone Number 3 (Home) Phone number up to 27 characters in length Remove characters beyond 27
Phone Number 4 (Mobile) Phone number up to 27 characters in length Remove characters beyond 27
Credit Limit Any number up to two decimal places Number rounded to two decimal places
Terms Text up to 24 characters in length Remove characters beyond 24
Price Level “1, 2, 3, 4, or 5” Replace with “1”
Tax Status Text up to 32 characters in length Remove characters beyond 32
Resale # Text up to 32 characters in length Remove characters beyond 32
Shipping Method Text up to 24 characters in length Remove characters beyond 24
Receivables Category Any Receivables Category in the Account List Replace with default Receivables Cat.
Income Category Any Category established in the Account List Replace with default Income Category
Balance Any number up to two decimal places Number rounded to two decimal places
Salesperson Text up to 32 characters in length Remove characters beyond 32
Billing Name Text up to 32 characters in length Remove characters beyond 32
Billing Address 1 Text up to 32 characters in length Remove characters beyond 32
Billing Address 2 Text up to 32 characters in length Remove characters beyond 32
Billing City Text up to 16 characters in length Remove characters beyond 16
Billing State Text up to 3 characters in length Remove characters beyond 3
Billing Zip Zip Codes up to nine characters in length Remove characters beyond 9
Billing Country Text up to 16 characters in length Remove characters beyond 16
Shipping Name Text up to 32 characters in length Remove characters beyond 32
Shipping Address 1 Text up to 32 characters in length Remove characters beyond 32
Shipping Address 2 Text up to 32 characters in length Remove characters beyond 32
Shipping City Text up to 16 characters in length Remove characters beyond 16
Shipping State Text up to 3 characters in length Remove characters beyond 3
Shipping Zip Zip Codes up to nine characters in length Remove characters beyond 9
Shipping Country Text up to 16 characters in length Remove characters beyond 16
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