(File – Data Import – Customers – Delivery Addresses)
Customer delivery addresses are imported separately from customers because they are stored in a separate sub-table that allows for multiple delivery addresses per customer.
Supporting Tables
Some or all of the following tables must be created in advance before you can import your customer delivery addresses. Refer to the Startup Guide for details.
Customers
You must import or enter all your customers before you can import delivery addresses.
Customer Contacts
You can optionally assign a contact person from the customer contacts table to the delivery address.
Ship Methods
You can optionally assign a shipping method from the ship methods table to the delivery address.
Tax Codes
In USA and Canadian tax environments, tax codes are often assigned at the delivery address level, in which case you must set up all your tax codes in advance of importing delivery addresses. In VAT/GST environments, a system level default sales tax code is used, in which case no advance setup is required.
*.csv File Format
Make sure you save the locations spreadsheet as a *.csv file type, which is the format required by the mapping screen.
Spreadsheet Columns
Your spreadsheet can consist of some or all of the following columns. Be sure and insert a title in row one of each column heading so that the column can be identified during the import process.
Customer Name (Required, String, 50)
This is the unique name or code that identifies the customer associated with this delivery address.
Delivery Name (Required, String, 50)
This identifies the delivery address record.
Address Line 1 (String, 50)
This is the street address associated with the delivery address.
Address Line 2 (String, 50)
The second address line can be used for an office, unit, or suite number.
City (String, 50)
This is the city associated with the delivery address.
State (String, 20)
This is the state or province associated with the delivery address.
Postal Code (String, 20)
This is the postal code associated with the delivery address.
Country (String, 50)
This is the country associated with the delivery address.
Contact (String, 30)
This is the main contact person at the delivery location.
NOTE: This field does not have to correspond to a record in the Customer Contacts table.
Phone (String, 20)
This is the phone number associated with the contact person or delivery address location.
Fax (String, 20)
This is the fax number associated with the contact person or delivery address location.
Ship Method (String, 50)
This is the preferred shipping method for this delivery destination. Any value in this column must correspond to a code in the Ship Methods table.
Tax Code (String, 10)
Only give this field a value when the delivery address requires a different Tax Code than the one assigned to the main customer record. Any value in this column must correspond to a value in the Tax Codes table.
Default (Boolean)
If this customer has multiple delivery addresses, you are required to enter a ‘T’ against the default address. Enter a value of ‘F’ against the non-default addresses.
Spreadsheet Import
The import process involves four screens that are presented in succession by clicking the Next button.
Screen 1 – Introduction
This first screen provides information notes on each particular import, a list of supporting tables that should be populated prior to running the import, and a listing of required fields.
Screen 2 – Select Import File
1. Column headings
This checkbox is selected by default and tells the program to skip row one of the spreadsheet because it contains column headings.
2. Choose the import file
Click the button in this field to navigate to your *.csv spreadsheet file.
Screen 3 – Map Fields
Om this screen you will map each DBA field, where applicable, to the corresponding column on your spreadsheet. Field explanations are as follows:
Your Data
Click the down arrow and select the column heading from your spreadsheet that matches the DBA field.
Required
This checkbox is selected when the field is required, which means all rows in your spreadsheet must have a value. Mapping is optional with non-required fields.
DBA Field
This is the descriptive name of the field in DBA.
Type
This indicates the field type, such as ‘Blob’ (freeform text), ‘Boolean’ (true/false), ‘Float’ (floating decimal), and ‘String’ (alphanumeric).
Length
This indicates the field length, when applicable.
Screen 4 – Import Data
When you are done with your mapping, click the Import button. The program will attempt to import your data. If any errors are found, the data will not be imported and a list of errors is presented on the screen.
