Improvement
November 24, 2021
Customer Import: Updated CSV Template
We've updated the Customer Import CSV file to include more fields, so you can import as much information as possible in one go. The new template can be found here.
The new CSV template includes:
- Name*
- Short Code
- Address*
- Lat
- Long
- Currency
- Credit Limit
- Credit Balance
- QBO ID
New Fields:
- Default Order Option
- Shipper
- Consignee
- 3PL
- Address 2
- Phone Number
- Invoice Email 1-5
- Default service type
- Weight unit
- Length unit
- Quote Required?
- Attach Proof of Delivery?
- Attach Proof of Pickup?
- Attach Customs Document?
- Auto Tax on Invoice?
- Require Dimensions?
This is available in the Customers module, by selecting the 'Import Customers' button and uploading your customer list.
Availability
- Available in Production: Tuesday, November 30th, 2021
Thank you for your feedback.