Account Import Templates

Account Data Import Templates

This page provides quick access to Account Import column headers to help you build out your customer import file.

More details are available about each of these templates. Please read the knowledge bases associated to get a firm understanding of the features available, and how to set them up for your Accounts.

Click here to download the Blank Accounts Template as CSV


Click here to learn how to import Attribute values into your Accounts, Customers, and Addresses.


Download the Blank Account Notes Template as CSV here, or copy the column headers below.

account_idnote_contentnote_user_emailnote_tag_typenote_tag_value
31Carol called to ask about delivery timeframe.[email protected]customer[email protected]

This template is for creating new Customer Groups.

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An Account can be assigned a customer group through the account_customer_group column on the Accounts import.

Download the Customer Group Template as CSV here, or copy the column headers below.

customer_group_idcustomer_group_codetax_class_idsales_rep_emailrestricted_stores_currencies_store_coderestricted_stores_currencies_store_currenciesquote_product_attribute_restrictionorder_product_attribute_restriction

Download the Blank Contact Template as CSV here, or copy the column headers below.

account_idaccount_namecontact_emailcontact_firstnamecontact_lastnamecontact_typecontact_rolecontact_is_primarycontact_default_login_accountcontact_locationcontact_location_role
1171Best Stores[email protected]AbeBlankmainManager11
[email protected]JaneSmithadditional01Best Stores NorthBuyer

Download the Blank Bill Tos Template as CSV here, or copy the column headers below.

account_idaccount_namebill_to_idbill_to_companybill_to_firstnamebill_to_lastnamebill_to_streetbill_to_citybill_to_regionbill_to_postcodebill_to_country_idbill_to_vat_idbill_to_telephonebill_to_is_defaultbill_to_allowed_locationsbill_to_is_default_for_location

Download the Blank Ship To Template as CSV here, or copy the column headers below.

account_idaccount_namelocation_idlocation_namelocation_statuslocation_is_defaultlocation_external_idlocation_products_allowedlocation_shipping_methodlocation_payment_methodship_to_idship_to_companyship_to_firstnameship_to_lastnameship_to_streetship_to_cityship_to_regionship_to_postcodeship_to_country_idship_to_vat_idship_to_telephoneship_to_zoey_shipping_typeship_to_is_default

Copy the column headers below.

account_idaccount_products_allowedlocation_idlocation_products_allowed
17ABC123,DEF456,GHI7891013DEF345,DEF678

Download the Blank Net Terms Template as CSV here, or copy the column headers below.

account_idaccount_net_term_enabledaccount_net_termaccount_net_term_creditaccount_net_term_detail
1Yesnet3050000[store_name] has offered [customer_name] payment terms of [term_name]. Payment is due within [term_period] days for this order, after-which interest may be due. Invoices may be paid via Check, Wire Transfer, Cache or Credit Card by call customer support at [store_phone].

Copy the column headers below.

account_nameaccount_shipping_methodaccount_payment_method
Sweet Home Storesflatrate_flatrate, flatrate2_flatrate2purchaseorder, netterm, cashondelivery, send_bill
Yardbirdsallall

  • Add Sales Reps with Append Import Behavior
account_idaccount_sales_rep_emails
22[email protected],[email protected]
  • Remove or Replace with the Replace Import Behavior
account_idaccount_sales_rep_emails
22