Upload Address Instructions

Address instructions are any additional data or information relevant to the address added into the system. These allow you to provide specific guidance, notes, or details that may not fit into the standard address fields but are important for understanding or processing the address correctly.

Address Instructions can be updated for Customers, Vendors, or Stores.

• Customer: Bill To & Ship To Adress Instructions

• Vendor: Billed From & Shipped From Address Instructions

• Store: Main Store Address Instructions

You can use the Batch Upload Address Instructions module to bulk upload the address instructions in the system.

Please Note: This module can be used to upload/update the Address Instructions of different Entities at the same time. Also, multiple Address instructions can be updated for the Same entity through one upload.

Downloading the CSV template

• Go to the Upload Address Instructions module using the Search Menu.

• Click on the “Download Template“ option.

Copying the information into the template

Once you’ve downloaded the template file, you can copy your data using any spreadsheet software. There are columns that you must complete and others that are optional. Mandatory fields are marked with a double asterisk (**) prefix.

Below are some points to be noted when entering the data into the template.

• The file must be a CSV (Comma-separated values) file. The name of your file must end with CSV.

• Make sure you don’t change any of the column headings from row 1 in the template as these are needed for the file to import correctly.

• All date fields will accept the MM-DD-YYYY format.

• If the entity type is customer, then the currency is required to fill in the template.

Upload Address Instructions Template Fields

Column	Data Type	Description
AddressId	Text	This is a unique identifier for the address and is automatically generated in the system.
**EntityName	Text	Enter the name of the entity associated with the address.
**EntityTypeName	Text	Specify the type of entity (Customer, Vendor, or Store) associated with the address.
**AddressTypeName	Text	Specify the address type (e.g., Billing, Shipping).
**AddressName	Text	Enter the label or identifier for the address (e.g., Main, Work, Headquarter, etc.).
**EntityEmail	Text	Enter the email address associated with the entity.
CurrencyCode	Text	Enter the currency code used for transactions related to this address (if applicable).
**InstructionField1	Text	Enter the information you want to associate with the address.
InstructionFields	Text	These are additional instruction fields to add the address information if needed.
ImportError	Text	If there are any errors from the upload, they will be listed in this column.

Uploading the template

Once you have filled out the CSV file with your data, you can follow the steps below to upload it into Xoro:

• Click Browse to select the saved CSV template file.

• While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.

• After the import has been completed, the result will be displayed with a message for success or error (if any).

• Address instructions will only get uploaded into the system if there are no errors in the file.

• If there are errors in the file, you can download the error file, fix the errors in the original file, and upload it back into Xoro.