Upload Customers

Customers in Xoro systems are usually imported via third-party sales channels like Shopify or WooCommerce or are created through the Customer module. However, you can bulk upload customers through the “Upload Customers” module.

Uploading the Customers

You can upload the customer using the steps mentioned below:

• Download the latest CSV template from the Upload Customers module.

• Copy the customer information into the CSV template.

• Upload the CSV template into Xoro.

Downloading the CSV template file

• Go to the "Upload Customers" module 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 the first row 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.

• Sometimes long numbers (UPC, etc.) are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.

Upload Customer Template Fields

Column Name	Data Type	Description
**CompanyName	Text	The Customer’s Company Name.
FirstName	Text	The Customer’s First Name.
LastName	Text	The Customer’s Last Name.
EmailMain	Text	The Customer’s Main Email. The invitation to a customer’s system portal will be sent to this email.
EmailCC	Text	The Customer’s CC Email.
DefaultBillingEmail	Text	The Customer’s DefaultBillingEmail.
DefaultShipmentUpdatesEmail	Text	The Customer’s DefaultShipmentUpdatesEmail.
**MainPhone	Numeric	The Customer’s Main Phone Number.
MobilePhone	Numeric	The Customer’s Mobile Phone Number.
WorkPhone	Numeric	The Customer’s Work Phone Number.
Fax	Numeric	The Customer’s Fax Number.
OtherContactInfo	Text	Any Other Contact Information of the customer.
BillToFirstName	Text	The Customer’s BillToFirstName.
BillToLastName	Text	The Customer’s BillToLastName.
BillToCompanyName	Text	The Customer’s BillToCompanyName.
**BillToAddr	Text	The Customer’s BillToAddr.
BillToAddr2	Text	The Customer’s BillToAddr2.
**BillToCity	Text	The Customer’s BillToCity.
**BillToState	Text	The Customer’s BillToState.
**BillToCountry	Text	The Customer’s BillToCountry.
**BillToPostalZipCode	Text	The Customer’s BillToPostalZipCode.
BillToEmail	Text	The Customer’s BillToEmail.
BillToPhoneNumber	Numeric	The Customer’s BillToPhoneNumber.
**BillToName	Text	The Customer’s BillToName.
ShipToFirstName	Text	The Customer’s ShipToFirstName.
ShipToLastName	Text	The Customer’s ShipToLastName.
ShipToCompanyName	Text	The Customer’s ShipToCompanyName.
ShipToAddr	Text	The Customer’s ShipToAddr.
ShipToAddr2	Text	The Customer’s ShipToAddr2.
ShipToCity	Text	The Customer’s ShipToCity.
ShipToState	Text	The Customer’s ShipToState.
ShipToCountry	Text	The Customer’s ShipToCountry.
ShipToPostalZipCode	Text	The Customer’s ShipToPostalZipCode.
ShipToEmail	Text	The Customer’s ShipToEmail.
ShipToPhoneNumber	Numeric	The Customer’s ShipToPhoneNumber.
ShipToName	Text	The Customer’s ShipToName.
**CustomerTypeName	Text	Enter Customer Type Name from”Indiviual” or “Company” . Note:- List (Individual, Company)
TaxableFlagStr	Text	Select the TaxableFlagStr acceptable values: “Y” or “N” if it is taxable or not.
TaxCodeChar	Text	Select the Tax Code for the Customer.
ForceCustomerTaxCodeStr	Text	Select the ForceCustomerTaxCodeStr acceptable values: “Y” or “N”.
**CurrencyCode	Text	Enter the Currency Code for the Customer.
CreditLimit	Numeric	This field allows you to set a credit limit for the customer.
**RepId	Text	The sales representative ID for this Customer. Note:- Available in User Centre (Module)
CsrId	Text	Enter the Customer Service Rep ID. Note:- Available in User Centre (Module)
CustomerId	Numeric	Enter an ID for the customer that acts as a unique identifier for the customer. If left blank, the system will automatically assign an ID to the customer.
**DefaultAccountReceivableName	Text	Select the default AR for this customer. This account will automatically be fetched in the relevant modules when this customer is selected. Note:-Available in Chart of Accounts (Module)
DefaultLiabilityAccountName	Text	Select the DefaultLiabilityAccountName for this customer. This account will automatically be fetched in the relevant modules when this customer is selected. Note:-Available in Chart of Accounts (Module)
DefaultDepositAccountName	Text	Select the DefaultDepositAccountName for this customer. This account will automatically be fetched in the relevant modules when this customer is selected. Note:-Available in Chart of Accounts (Module)
**DefaultBillingMethodTypeName	Text	The Customer’s DefaultBillingMethodTypeName. Note:- List (Email, Mail)
DefaultPaymentMethodName	Text	Enter the Customer’s DefaultPaymentMethodName. Note:- Available in Payment Method Centre (Module).
DefaultPaymentTermName	Text	Enter the Customer’sDefaultPaymentTermName. Note:-Available in Payment Term Centre (Module)
DefaultProjectClassName	Text	Enter the Customer’s DefaultProjectClassName. Note:-Available in Project/Class Centre (Module)
**DefaultDeliveryMethodName	Text	Enter the Customer’s DefaultDeliveryMethodName . Note:-List (Pick Up, Delivery (Own Truck), Delivery (Third Party))
DefaultShippingTermName	Text	Enter the Customer’s DefaultShippingTermName. Note:-Available in Shipping Term Centre (Module)
DefaultCarrierName	Text	Enter the Customer’s DefaultCarrierName Note:-Available in Carrier Centre (Module).
DefaultShipServiceName	Text	Enter the Customer’s DefaultShipServiceName. Note:-Available in Ship Service Centre (Module)
DefaultOrderTypeName	Text	Enter the default order type (such as standard, express, bulk, etc.) that will be applied to the customer's orders unless otherwise specified.
ShippingAccountNumber	Numeric	Enter the customer’s Shipping Account Number.
DefaultFOBName	Text	Enter the Customer’s DefaultFOBName Note:-Available in Fob Point Centre (Module).
CustomerSinceDate	Date	The Customer has been with the company since this date.
CustomerJobFlagStr	Text	Select the CustomerJobFlagStr acceptable values: “Y” or “N” if it is “Y” then Enter ther Customer Name in the ParentName Field else leave it as empty. Note:-List (Y, N)
ParentName	Text	Enter ther Customer Parent Name. Note:-Available in Customer Centre (Module).
CustomerGroupName	Text	The Customer’s group if it is a part of one. Note-Available in Customer Group Centre (Module)
Tags	Text	Enter the Tags for the Customers.
AccountNumber	Numeric	The Customer’s Account Number.
BusinessNumber	Numeric	The Customer’s Business Number.
JobTitle	Text	The Customer’s Job title.
TaxNumber1	Text	A Tax Number for the Customer.
TaxNumber2	Text	A second Tax Number for the Customer.
AlertNote	Text	Enter an Alert Note here for a Customer that will be displayed when the customer is selected in some modules.
Website	Text	The Customer’s Website.
**ActiveFlagStr	Text	Acceptable values: “Y” or “N” to Active or Deactivate the Customer. Note:-List (Y, N)
IsPortalUser	Text	Enter "Y" to designate the user as a portal user, or enter "N" if you prefer this user not to have portal access.
PortalAccountNumber	Text	If the customer is a portal user, enter the portal account number in this field.
DefaultCustomerMessage	Text	In this field, you can enter a personalized message for the customer or choose from pre-written messages to include in the transactions associated with the customer.
DepositRequiredTypeName	Text	If a deposit is required for a customer, specify "Percentage" to set the deposit as a percentage of the total amount, or choose "Amount" to establish a flat deposit value.
DepositRequiredAmount	Text	If a deposit is necessary for the customer, enter the required deposit amount in this field.
Brands	Text	This option is meant for B2B module. Enter the brands to limit for the customer only in B2B ordering modules. The customer will only be able to see products belonging to the selected brands. If you leave it empty, customers will be able to see all products.
IsRestricted	Text	Enter "Y" to enable this. If this setting is enabled, the selected brands in the "Brands" option will not be available for customer to order in B2B modules. If not enabled, customer can only order from the selected brands.
DisableSellPackageAllocationStr	Text	Enter "Y" to enable this setting. If this is enabled, then the wave will only be created if the qty is equal or in multiple of sell package.
PermissionGroup	Text	Enter the permission group to associate with the customer.
DefaultWaveTemplate	Text	Enter the default wave template to associate with the customer.
DefaultDepositAccountName	Text	Select the default account where any deposits made by the customer will be recorded. This account will automatically be fetched in the relevant modules when this customer is selected.
OpeningBalance	Numeric	If necessary, enter a positive or negative amount here for the opening balance. This will generate an invoice or credit memo for the customer and is handy when creating customers that already have an existing balance.
OpeningBalanceDate	Date	Enter the date of the Opening Balance.
ExchangeRate	Numeric	Enter the ExchangeRate.
StoreCode	Text	Enter the StoreCode . Note:-Available in Store Centre (Module)
On Hold	Text	This field indicates if the customer is on hold. Enter "Y" if the customer is on hold.
On Hold Message	Text	This field allows you to enter a message for putting the customer on hold.
ImportError	Text	If there any errors from an upload, they will be listed in this column.
RestrictReleaseSoEmailFlag	Text	Enter "Y" in this field if you want to restrict the automatic email sent upon releasing the customer's sales order.
RestrictOverdueInvoiceEmailFlag	Text	Enter Y" to prevent automatic email notifications about overdue invoices from being sent to the customer.
RestrictDueInvoiceEmailFlag	Text	Enter Y" to prevent automatic email notifications about due invoices from being sent to the customer.
RestrictShipConfirmationEmailFlag	Text	Enter "Y" in this field if you want to restrict the automatic email sent to the customer regarding shipping confirmations of their orders.
RestrictDailyInvoiceEmailFlag	Text	Enter "Y" in this field if you want to restrict the daily automatic email notifications related to invoices sent to a specific customer.
IsBcPstTaxExempt	Text	Enter "Y" in this field if you want to exempt the client from BC PST tax.
IsMbPstTaxExempt	Text	Enter "Y" in this field if you want to exempt the client from MB PST tax.
IsSkPstTaxExempt	Text	Enter "Y" in this field if you want to exempt the client from SK PST tax.
IsQbPstTaxExempt	Text	Enter "Y" in this field if you want to exempt the client from QB PST tax.
ThirdPartyRefNo	Text	Enter the third-party reference number to associate with the customer.
ThirdPartySource	Text	Enter the third-party source associated with the customer.
ThirdPartyDisplayName	Text	Enter the name to be displayed for the third party.
AutoProcessPayment	Text	Enter "Y" to enable auto-processing of selected cards to make payments concerning the customer.
AutoProcessPaymentMethodName	Text	Select the payment method to be used when processing auto payment.
ProcessCardAsDefault	Text	Enter "Y" designate a specific card as the default payment method for the specified customer.
DefaultIncomeAccntName	Text	Enter the default income or revenue account to be linked to the customer.
DefaultIncomeReturnAccntName	Text	Enter the default return account to be linked to the customer in case of returns.
CustomFields	Text	The custom fields allow you to enter data in the custom fields defined for the customer, allowing you to capture and store additional information relevant to the customer.
IsPortalUser	Text	Enter the IsPortalUser Flag . Note:-List (Y, N)
DepositRequiredTypeName	Text	Enter the DepositRequiredTypeName . Note:-List (Percentage, Amount)
IsRestricted	Text	Enter the IsRestricted Flag . Note:-List (Y, N)
Brands	Text	Enter the Brands . Note:-Available in Item Brand Centre (Module)
PriceTicketRequired	Text	Enter the PriceTicketRequired Flag . Note:-List (Y, N)

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:

• The Default Values for required columns can be configured before the upload.

• Click Browse to select the saved CSV Template file.

• After the file has been selected, click Verify & 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).

• Customers 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.

If you want to batch update the existing data, you can download the existing Customers by clicking on Download Existing Customers, update the necessary values in the CSV file and upload it back into Xoro.