Create customers with a spreadsheet

Setup Spreadsheets Overview

Setup spreadsheets help you save time by creating multiple items at once.

  • The menu shows only spreadsheets you have permission to use.
  • Always download a new spreadsheet before adding data—it’s populated with information from your database.
  • Follow the required upload order when creating related objects to avoid errors.
  • To save time, select a value from the drop-down and copy it into other rows as needed.

Formatting Rules

  • Enter all information as text or dates.
  • Only the sheet named DataEntry is processed—you can add other sheets, but they are ignored.
  • Do not rename, delete, or rearrange columns.

Download the create spreadsheet

In the Create dialog, click Setup Spreadsheets.

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Create Spreadsheet, choose Customers.
  3. Download the spreadsheet.
  4. The file name format is yyyymmdd-CREATE_Customers.xlsx.
  5. Add your information and save.
  6. Use Import to upload your spreadsheet.
  7. The Setup Spreadsheets Log reports the results and any errors. You can download the error (kickout) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.

Permissions

The ability to create objects is determined by user role and any limits placed on the user's topmost place or topmost cost center.

Maximum length for codes and names

The column header lists the maximum length for each attribute. When entering data, a red cell indicates the name or code exceeding the specified length. If you upload the spreadsheet without fixing the cell, the row fails to process and an error spreadsheet is created.

Create customers spreadsheet details

Column

Rules

Customer Code

This code must be unique. A duplicate row fails to process. See the list below for accepted characters in codes.

Customer Name

Duplicates are permitted but not recommended.

Customer Address Street 1

Optional.

Customer Address Street 2

Optional.

Customer Address Postal Code

Postal code is required if the Service Country is United States or Canada. Code format is xxxxx-xxxx (xxxxx is accepted) for United States OR xxx xxx for Canada. Can consist of numbers and dashes.  Enter as text.

Customer Address Country

If blank defaults to the United States.

Example

example spreadsheet