Upload Customer Addresses

Customer address is mandatory to create a sales order and ship an order to the customer. If the billing or shipping address of the customer was not added during the initial customer setup, a bulk upload option is available for adding these addresses.

Uploading Customer Addresses

You can batch upload or update customer addresses in three steps.

• Download the latest CSV template from the “Upload Customer Addresses” module.

• Copy the address information into the CSV template.

• Upload the CSV template into Xoro.

Downloading the CSV template file

• Go to “Upload Customer Addresses” using the search menu.

• Click on “Download Template”.

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 – these are needed for the file to import correctly.

• All date fields will accept a format of MM/DD/YYYY or MM-DD-YYYY.

• Be mindful of any leading zeros in your data, some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.

If you’re importing more than 5,000 records, we recommend you split up the file.

Upload Customer Addresses Template Fields

Field	Description
AddressId	This is the unique identification ID assigned to the customer.
CustomerId	Enter the cutomer ID of the customer.
**AddressTypeName	This field allows you to enter if this is a billing address or shipping address. Enter "Bill To" for billing address and "Ship To" address.
**Name	Enter the address name, such as "Main", "Office", etc.
Addr	Enter the customer address.
Addr2	This is an additonal field to enter the address.
City	Enter the customer's city.
State	Enter the customer's state.
PostalZipCode	Enter the customer's zip code.
Country	Enter the customer's country.
**DefaultFlag	Enter "Y" to set this address as the default address.
FirstName	Enter the first name of the customer.
LastName	Enter the last name of the customer.
CompanyName	If the customer type is "Company", enter the company name.
PhoneNumber	Enter the phone number of the customer.
Email	Enter the email of the customer.
**CustomerName	Enter the customer name.
ImportError	If there any errors from an upload, they will be listed in this column.

Uploading the template

Once you have filled 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.

• After the file has been selected, click Upload to start importing.

• 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 the message for success or error (if any).

• Addresses 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.