Data Conversion
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      Customer File Import

      A customer file contains information about a customer in OMS. Customers are typically companies with whom your company does business with. 

      A sample template of the import is provided here:

      Customer Import Template

      Supported Customer Fields For Import

      The customer import supports the import of the following fields:

      Column Name Required Type Note
      Customer ID Yes String Maximum Length 10
      Customer Name Yes String  
      Phone#1 Yes Integer Maximum Length 10
      Phone#2 No Integer Maximum Length 10
      Fax# No Integer Maximum Length 10
      Status Yes String "Active", "Inactive", "Credit Hold", "Potential"
      Bus.Type No Integer Valid values are 1, 2, 3, 4 or 5. This is the business type assigned to this Customer. If this column is not provided, the value provided will be 1.
      Billing_Address1 No String Maximum Length 60
      Billing_Address2 No String Maximum Length 60
      Billing_City No String Maximum Length 40
      Billing_State No String We recommend using two digits ("CA"). Maximum Length 12
      Billing_Zip No String Maximum Length 10
      Billing_Country No String We recommend using two digits ("US"). Maximum Length 30
      Ship_Address1 No String Maximum Length 60
      Ship_Address2 No String Maximum Length 60
      Ship_City No String Maximum Length 40
      Ship_State No String We recommend using two digits ("CA"). Maximum Length 12
      Ship_Zip No String Maximum Length 10
      Ship_Country No String We recommend using two digits ("US"). Maximum Length 30
      Ship Via No String Maximum Length 40
      Attn1 No String Attention Field, or Contact Person. Maximum length 30
      Title No String Maximum length 10
      Sales1# No String 2 character sales rep code
      Sales2# No String 2 character sales rep code
      Business Start Date No String Date in format "MM/DD/YYYY"
      Email No String  
      Website No String Maximum length 40
      Terms No String  
      Term Days No Integer  
      Credit Limit No Decimal Up to $99,999,999
      Tax Rate % No Decimal Example: Input "10" for 10% tax rate
      Discount % No Decimal Example: Input "10" for 10% discount
      Resale# No String Maximum length 20
      Source No String Maximum length 8
      Invoice Type No  String Maximum length 2
      Dept No String Maximum length 4
      Zone No String Maximum length 3