Card Manager Customer Import Field headers

The new customer import relies on column headers to detect the contents of the column in the CSV or Excel spreadsheet.

Default headers can be created by using the create template option. The import will detect all the columns and try to match field names. Case, punctuation and spaces are removed from the field before detections there for Account, ACCOUNT, A C COI U NY, aCCount: all become ACCOUNT for the import. Any columns that do not match will be reported to the operator, although invalid columns will be ignored by the import this display should allow the operator to pick up on mistakes.

Boolean values can be Y, YES, N, NO, TRUE, FALSE, 1 or 0

Field Name	Description
ACCOUNT	Account Code
NAME	Account Name
HOFFICE	Head Office Code
INVOICETO	Invoice To Code
ADDRESS1	First Line Of Address
ADDRESS2	Second Line Of Address
ADDRESS3	Third Line Of Address
ADDRESS4	Fourth Line Of Address
ADDRESS5	Fifth Line Of Address
POSTCODE	Postcode or Zip Code
CONTACT	Contact Name
PHONE	Contact Phone Number
FAX	Contact Fax Number
EMAIL	Contact Email Address
SORTCODE	Alternate code for account
SALESFORCE1	First Sales Force Entity
SALESFORCE2	Second Sales Force Entity
SALESFORCE3	Third Sales Force Entity
SHIPADDRESS1	First Line of Shipping Address
SHIPADDRESS2	Second Line of Shipping Address
SHIPADDRESS3	Third Line of Shipping Address
SHIPADDRESS4	Fourth Line of Shipping Address
SHIPADDRESS5	Fifth Line of Shipping Address
SHIPADDRESS6	Sixth Line of Shipping Address
SHIPPOSTCODE	Shipping Post Code or Zip code
DESPMETH	Despatch Method Code
SUBSTYPE	0 = Allow Subs 1 = Allow Price Subs 2 = Allow Caption Subs 3 = No Subs allowed
HOREST	Apply restrictions from Head Office
HOLDTYPE	Hold Type 0 = Normal 1 = Never Hold 2 = Always Hold
CRLIMIT	Credit Limit
NEEDPO	Need Purchase Order
TRADEDISC	Trade Discount Group. Must exist in system
CASHDISC	Cash Discount Group. Must exist in system
ALTRETAIL	Alternate retail group
ALTPRICE	Alternate  whole price list
TAXNUMB	Exempt from tax number
TAXCODE	Overriding tax code
ANALCODE	Analysis Code
ANALREF	Customer Type Analysis Code
CURRCODE	Currency Code
PDONLY	Preferred Design Only
DESIGNINV	Design level invoices required
EDILOC	EDIT location code
PRTUNSTKT	Print Unserviced tickets
SERVGRP	Servicing Group
EXCLGRP	Exclusive Group
MINSERVDAYS	Minimum Days design must remain in pocket
LICREGION	Licensing Region
NOROYALTY	No royalty chargable
INCLIST	Default Inclusion list to use for orders and plans
NOCOMBINE	No order combining allowed
ACCCLOSE	Account Closed
BACKORDERS	Allow back orders
BUYGROUP	Buying Group membership
BUYGROUPREF	Reference within the buying group
SUSPENDLO	Suspended from LineOrders
SUSPENDPD	Suspended from Ticket Orders
WRAPPED	Require wrapped product
USERDATA	User data field
DEFSPECINST	Default Special Instructions
INTRASTAT	Intrastate trading country code
GLCODE	Default GL Code for transactions
NOHOPRICE	Do not use head office pricing
ASSOCCODE	Associated account code
CONWAREHSE	Consignment warehouse
ATTRIBxx ATTRIBUTExx ATTnnnnnnnnnn	Attribute field xx is the field number. Alternatively the field name can be used if prefixed with ATT, nnnnnnnnnn is the attribute field name.

The import treats a blank field as leave field as is when importing for update. Field can be cleared by using the special code *** as the value.