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_id | note_content | note_user_email | note_tag_type | note_tag_value |
|---|---|---|---|---|
| 31 | Carol called to ask about delivery timeframe. | [email protected] | customer | [email protected] |
This template is for creating new Customer Groups.
An Account can be assigned a customer group through the
account_customer_groupcolumn on the Accounts import.
Download the Customer Group Template as CSV here, or copy the column headers below.
| customer_group_id | customer_group_code | tax_class_id | sales_rep_email | restricted_stores_currencies_store_code | restricted_stores_currencies_store_currencies | quote_product_attribute_restriction | order_product_attribute_restriction |
|---|
Download the Blank Contact Template as CSV here, or copy the column headers below.
| account_id | account_name | contact_email | contact_firstname | contact_lastname | contact_type | contact_role | contact_is_primary | contact_default_login_account | contact_location | contact_location_role |
|---|---|---|---|---|---|---|---|---|---|---|
| 1171 | Best Stores | [email protected] | Abe | Blank | main | Manager | 1 | 1 | ||
| [email protected] | Jane | Smith | additional | 0 | 1 | Best Stores North | Buyer |
Download the Blank Bill Tos Template as CSV here, or copy the column headers below.
| account_id | account_name | bill_to_id | bill_to_company | bill_to_firstname | bill_to_lastname | bill_to_street | bill_to_city | bill_to_region | bill_to_postcode | bill_to_country_id | bill_to_vat_id | bill_to_telephone | bill_to_is_default | bill_to_allowed_locations | bill_to_is_default_for_location |
|---|
Download the Blank Ship To Template as CSV here, or copy the column headers below.
| account_id | account_name | location_id | location_name | location_status | location_is_default | location_external_id | location_products_allowed | location_shipping_method | location_payment_method | ship_to_id | ship_to_company | ship_to_firstname | ship_to_lastname | ship_to_street | ship_to_city | ship_to_region | ship_to_postcode | ship_to_country_id | ship_to_vat_id | ship_to_telephone | ship_to_zoey_shipping_type | ship_to_is_default |
|---|
Copy the column headers below.
| account_id | account_products_allowed | location_id | location_products_allowed |
|---|---|---|---|
| 17 | ABC123,DEF456,GHI789 | 1013 | DEF345,DEF678 |
Download the Blank Net Terms Template as CSV here, or copy the column headers below.
| account_id | account_net_term_enabled | account_net_term | account_net_term_credit | account_net_term_detail |
|---|---|---|---|---|
| 1 | Yes | net30 | 50000 | [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_name | account_shipping_method | account_payment_method | account_invoice_payment_method |
|---|---|---|---|
| Sweet Home Stores | flatrate_flatrate, flatrate2_flatrate2 | purchaseorder, netterm, cashondelivery, send_bill | all |
| Yardbirds | all | all | all |
- Add Sales Reps with Append Import Behavior
| account_id | account_sales_rep_emails |
|---|---|
| 22 | [email protected],[email protected] |
- Remove or Replace with the Replace Import Behavior
| account_id | account_sales_rep_emails |
|---|---|
| 22 |
Updated 16 days ago