Load customer or company files

• CustomerID (optional) - Can be used to identify an existing ACTIVE Net customer which should be updated with the import record data

• FirstName*

• LastName*

• MiddleName (optional)

• LoginName

• CustomerType (optional) - Valid existing customer type string (see Administration > Population Settings > Customer types to add or view valid customer types)

• Address1*

• Address2 (optional)

• City*

• State/Province*

• ZipCode/Province*

• Country* - 2-character country code (e.g “US” = US, “CA” = Canada)

• BirthDate - Any accepted date format. Example: mmm dd yyyy (e.g. May 21 2009)

• Gender - You can use the configured abbreviation for either a system predefined gender otion or a custom gender option. For system predefined gender options, both abbreviations and IDs are supported (1 = Male; 2 = Female; 13 = Non-binary; 14 = Prefer not to say).

• HomePhone (one of either home or work phone is required)

• WorkPhone (one of either home or work phone is required)

• CellPhone (optional)

• FaxPhone (optional)

• OtherPhone (optional)

• GeographicArea (optional) - Valid existing ACTIVE Net geographic area name (see Administration > Locations > Geographic areas to add or view valid geographic area names)

• FamilyName (optional)

• FamilyRole (optional) - Valid existing ACTIVE Net family role name string (see Administration > Population Settings > Family roles to add or view valid family role name strings)

• FamilyExternalID (optional) - Unique identifier for family. Alphanumeric. Required if FamilyName is specified.

• HeadOfHousehold (optional) (1=Yes or 0=No)

• ExternalID (optional) - Can be used to identify customers using the source system's identification. If ExternalID is used, an existing customer with the same ExternalID is updated with the new information; otherwise the customer is added (unless there is a match on the AltKeyType+AltKeyID, see below).

• Notes (optional)

• MedicalAlert (optional)

• EmergencyFname1 (optional)

• EmergencyLname1 (optional)

• EmergencyPhone1 (optional)

• EmergencyRelation1 (optional)

• Emergency_Other_Phone1 (optional)

• EmergencyFname2 (optional)

• EmergencyLname2 (optional)

• EmergencyPhone2 (optional)

• EmergencyRelation2 (optional)

• Emergency_Other_Phone2 (optional)

• BalanceForwardAmount (optional) - Initial balance amount due for customer. Formatted as "NNNNN.nn" or "NNNNNN". Negative (credit) balance values should be preceeded with “-“ (example: -150.00).

• BalanceDueDate (optional) - If BalanceForwardAmount is specified, then the BalanceDueDate will indicate the date when that balance is due. Recommended date format is mm/dd/yyyy. If date format cannot be parsed then the balance due will be immediately due.

Notes:

• If BalanceForwardAmount is specified, but BalanceDueDate is omitted, then the balance will be immediately due.

• When you use the customer load function to update an existing customer record (e.g. based on external customer ID or alternate key), then the BalanceForwardAmount (and BalanceDueDate) values are ignored.

• AltKeyType (optional) - String value for the alternate key type name (see Administration > Population Settings > Alternate key types to add or view valid alternate key type name strings) – OR – alternate key type numeric ID.

• AltKeyStatus (optional) - String value for the alternate key status name (see Administration > Population Settings > Alternate key statuses to add or view valid alternate key status name strings) – OR – alternate key status numeric ID.

• AltKeyID (optional) - String or numeric value for the customer alternate key/ID. If AltKeyType+AltKeyID matches an existing customer then that customer is updated with the new information, otherwise a new customer is added (unless there is a match on the ExternalID, see above).

Note: If the alternate key is imported then, at a minimum, both AltKeyType and AltKeyID must be specified. AltKeyStaus is optional.

If multiple alternate keys are being imported for a single customer record in the .csv file then the following column name format can be used:

• AltKeyType<n>: String value for alternate key type name

• AltKeyStatus<n>: String value for alternate key status name

• AltKeyID<n>: String or numeric value for the customer alternate key/ID where <n> is unique id for alt key import.
  For example: AltKeyType1,AltKeyStatus1,AltKeyID1,AltKeyType2,AltKeyStatus2,AltKeyID2

• CompanyID (optional) - Can be used to identify an existing ACTIVE Net company which should be updated with the import record data

• CompanyName*

Note: Company name must be unique.

• Address1*

• Address2 (optional)

• City*

• State/Province*

• ZipCode/Province*

• Country*

• Email*

• Phone1, extension

• Phone2, extension

• Phone3 (Fax)

• WebSite (optional)

• IsVendor (optional)  (1=Yes or 0=No)

• AccountNumber (optional)

• GeographicArea (optional)

• CustomerType (optional)

• PaymentTerms (optional)

• EIN (EmployerIDNumber) (optional)

• BalanceForwardAmount (optional) - Initial balance amount due for company. Formatted as "NNNNN.nn" or "NNNNNN". Negative (credit) balance values should be preceeded with “-“ (example: -150.00).

Note: The balance forward is only set for new companies. When you use the company load function to update an existing company record (e.g. based on CompanyId), then the BalanceForwardAmount (and BalanceDueDate) values are ignored.

• BalanceDueDate (optional)

• If BalanceForwardAmount is specified, then the BalanceDueDate will indicate the date when that balance is due. Recommended date format is mm/dd/yyyy. If date format cannot be parsed then the balance due will be immediately due.

Note: If BalanceForwardAmount is specified, but BalanceDueDate is omitted, then the balance will be immediately due.

• Notes (optional)

File name (including directory path) of the customer or company CSV file to import.

Click the Browse button to select the file from the directory.

Required.

(Optional)

If the file you are loading contains Balance Forward amounts (BalanceForwardAmount), select the G/L account to post debit transactions to.

• If you select this option, ACTIVE Net checks the file for errors, but does not create customer or company records.

• If you clear this option, ACTIVE Net creates customer or company records fo valid records from the source file, but displays errors for invalid records.

To display the successfully created customer or company IDs on the results page, select this option.

Tip: Click an underlined customer or company ID number to go to the corresponding customer or company record.