Create customers with a spreadsheet

Setup spreadsheets save time and let you create multiple items at once.

  • The menu displays spreadsheets matching your permissions.
  • Always download a new spreadsheet before you begin adding data because the spreadsheet is populated with information from your database. 
  • To avoid errors when creating different objects refer to the required upload order.
  • To save time when creating many objects, select from the drop-down menu and then copy and paste the value into the other rows.

Format rules

  • Enter all information as text or dates.
  • You can add sheets to the notebook,  only the sheet named DataEntry is processed.
  • Do not rename, remove, 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 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