Upload Customer Addresses

The "Upload Customer Addresses" feature streamlines the addition and update of customer address details within Xoro. It is designed to facilitate the bulk import of address information, making it easier and more efficient to add multiple customer addresses. Whether updating existing records or adding new ones, this module simplifies managing customer addresses.

You can upload the customer address by following the steps mentioned below:

• 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 column headings from row 1 in the template – these are needed for the file to import correctly.

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

• 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 the file.

Upload customer addresses template fields

Column Name	Data Type	Description
AddressId	Numeric	This field allows you to specify the customer ID. This is an auto-generated unique identifier for the address. You can use this id to update the address.
CustomerId	Numeric	This field allows you to enter the customer ID. This is a unique identifier for the customer and is auto-generated when a customer is created.
**AddressTypeName	Text	This field allows you to specify if this is a billing address or a shipping address. Enter ‘Bill To’ for the billing address or ‘Ship To' for the shipping address.
**Name	Text	Enter a name for the customer address, such as Office, Main, Headquarter, etc.
Addr	Text	This field allows you to enter the details of the customer's address.
Addr2	Text	This is an additional field for the address, to accommodate longer addresses if necessary.
City	Text	Enter the customer's city.
State	Text	Enter the customer's state.
PostalZipCode	Text	Enter the customer's postal code.
Country	Text	Enter the customer's country.
**DefaultFlag	Y/N	This field allows you to specify if the address is a default address for the customer.
FirstName	Text	Enter the first name of the customer. Please note that this should match exactly with the customer name in Xoro.
LastName	Text	Enter the last name of the customer. Please note that this should match exactly with the customer name in Xoro.
CompanyName	Text	Enter the company name of the customer. Please note that this should match exactly with the customer's company name in Xoro.
PhoneNumber	Text	Enter the customer's phone number.
Email	Text	Enter the customer's email.
**CustomerName	Text	Enter the customer's full name. Please note that this should match exactly with the customer name in Xoro.
ImportError	Text	If there are 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.