You can add Addresses and Contacts for existing Customers from the import of a CSV file.
You must complete the Mandatory Columns as listed on the Data Import page
The CSV template file will download onto your computer.
You only need to populate the columns you want to use - you can delete the others.
A few things to note ...
TYPE
ST = Store Address
DE = Delivery Address
AC = Accounts Address
CO = Contact
A Store Address (ST) is also automatically applied to Delivery (DE) and/or Accounts(AC), if either of those are missing on the customer record.
For "Brad's Shop" in the example above, I am not creating DE and AC addresses, therefore ST will be used as Store, Delivery and Accounts address.
For "Marco's Shop" in the example above, I am not creating an AC address, therefore ST will be used as Store and Accounts address.
DEFAULT (Y/N)
Y - if you want the entry to be the default one for its type.
N - if you want the entry to be a secondary one for its type.
For "Alex's Shop" in the example above, I am creating two DE addresses, one to be my default address, and the other one to be my secondary address.
..OTHER FIELDS
ST (Store Address) allows you to use: 1-Store Number ; 3-Full Address ('Country' Mandatory) ; 4-Description
DE (Delivery Address) allows you to use: 2-Company Name ; 3-Full Address ('Country' Mandatory) ; 4-Description ; 5-Reference ; 6-Contact Info
AC (Accounts Address) allows you to use: 2-Company Name ; 3-Full Address ('Country' Mandatory) ; 4-Description ; 5-Reference ; 6-Contact Info
CO (Contact) allows you to use: 4-Description ; 5-Reference ; 6-Contact Info ('Contact' Mandatory)
STATE CODE and COUNTRY are accepted as 2-letter code or as a full name.
Drag and Drop your CSV file in the box or Select it using the green button.
Click [Next]
You see 'valid' columns which have been recognised, and 'invalid' columns which have not been recognised and therefore will be ignored.
You can also choose to deselect valid columns to be ignored on import.
Click [Next]
Click on the button [Error] for more details.
ERROR: One line is giving me an error because the <Contact> is missing, but it is mandatory for a CO entry.
You can untick the lines with error and exclude them from the import, or go back to your file, amend and repeat the process until you have no errors.
