CSV Column Headers List for Accounts
In this article you will find a guide to the various columns and their uses found in your CSV files.
Please refer to the Importing Accounts and Importing Customers tutorials following this page for templates, required fields and tips. Any of the below columns may be added to those templates as needed.
Note that these are case-sensitive and values should not be capitalized unless you have made them that way such as a Category Name or Attribute value.
Header | Use | Example |
|---|---|---|
account_name | This is the name of the Account or Company you are adding. Account names must be unique. | Best Stores |
account_status | Status may be Active or Inactive. If Inactive, the Account Owner may still be able to log-in to the Customer Web Portal but will not be able to submit Quotes or place Orders for the Account. | Active = 1 Inactive = 0 |
account_owner_email_setting | This setting controls whether or not the Account Owner will receive emails when orders or quotes are placed for any location. | Always receive all location emails = 1 Do not receive location emails = 0 |
account_owner_email_receive_own_setting | Owner receives their own account emails when an order or quote is placed. | Yes = 1 No = 0 |
account_owner_email_receive_as_cc_setting | Owner is the default CC email on all orders and quotes. Note: Cc is typically used for Sales Reps while the account owner would be the main email address. | Yes = 1 No = 0 |
account_owner_manage_customer_setting | Allow the account owner to be able to add and invite customers. | Yes = 1 No = 0 |
account_owner_manage_location_setting | Only Account Owners with permissions to manage locations will be able to create new, or edit locatioons. | Yes = 1 No = 0 |
account_owner_manage_address_setting | Only Account Owners with permissions to manage addresses will be able to create new, or edit addresses. | Yes = 1 No = 0 |
account_new_customer_group | Any new customers (including the owner) that are invited to the account will be assigned this Customer Group by default. | General |
account_owner_1 | Enter the email address of the account owner. If there are more than one account owners, please add another column called account_owner_2, account_owner_3 and so on. An account may have one or more owners. The owner has full permissions over the group and is typically the main point of contact for an account. | |
location_name | Locations are used when an Account has multiple business Locations that may require more than just different shipping addresses. A location may be the same as the account name or can be thought of as a "territory" to which multiple addresses may be linked. location_name must match the _address_location_name. If using more than one _address_location_name, list each one in individual rows below location_name | Best Stores NY |
location_status | Enabled or disabled | Yes = 1 No = 0 |
| Address Location Name is the name of the Address Location. location_name must match the _address_location_name. If using more than one _address_location_name, list each one in individual rows below location_name NOTE: NAMES CANNOT HAVE COMMAS | Best Stores NY |
| Is this a bill-to address, a ship-to address or both? | billing |
| The Company name on the address | Best Stores |
| Address First Name of Company Contact | Mary |
| Address Last Name of Company Contact | Brown |
| Street Address of the Company | 100 S University Dr |
| Company Address City | Miami |
| Company Address State or Region 2 Letter Code | FL |
| Company Address Postal Code | 33025 |
| Company Address Country 2 Letter Code | US |
| NOTE: For additional addresses, repeat the above address series of headers using _2, _3 and so on. |
Updated 3 days ago