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.

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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. If syncing to QuickBooks Online, account names should match the QuickBooks customer display name.	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_type	The type of customer record are you creating: Account, Opportunity or Lead.	Values can be "account", "opportunity" or "lead"
account_customer_group	The name of the Customer Group to which the Account will be Assigned	Wholesale
account_external_id	OPTIONAL field - used for mapping to external software. Enter the customer number from an external database	2531
account_sales_rep_emails	The email address of the Sales Rep assigned to this account. Can be comma-separated. Sales rep must be added to your Team > User list before they can be added here.	[email protected]
account_shipping_method	Enter "all" or specify shipping methods the account is limited to. For restricted methods: Use the codes documented here: https://welcome.zoey.com/docs/assigning-shipping-and-payment-methods-to-accounts#payment-method-codes	all
account_payment_method	Enter "all" or specify payment methods the account is limited to. For restricted methods: Use the codes documented here: https://welcome.zoey.com/docs/assigning-shipping-and-payment-methods-to-accounts#payment-method-codes	all
contact_email	Enter the email address for the contact linked to the account. Row-separated emails for multiple contacts on an account.	[email protected]
contact_firstname	First name of the contact linked to the account	Mike
contact_lastname	Last name of the contact linked to the account	Right
contact_type	A main contact has access the to entire account and all account orders. An additional contact can be restricted to a location and has access to there own orders only.	Main or Additional
contact_role	"Main and Additional Contacts have unique Roles that can be assigned to them. Manager, Billing and Shipping are all Main contact types. Account Admin and Buyer are Additional contact types.	Main
contact_is_primary	1=Yes 0=No Specifies if this is the primary contact on the account. Most useful when there are multiple Main Contacts	1
contact_default_login_account	1=Yes 0=No (or leave blank) Specifies if this account is the default account selected when the contact logs in to the portal. Used when a contact belongs to multiple accounts.	1
contact_location	Specifiy which location(s) the Additional contact is limited to place Quotes or Orders for. You will also need to enter a contact_location_role if restricted to a location. Leave BLANK if they have access to all locations.


location_status	Enabled or disabled	Yes = 1 No = 0
location_is_default	1=Yes 0=No (or leave blank) Allows you to specify which location will be selected by default when writing orders."	1
contact_location_role	Location Contacts have unique Roles that can be assigned to them. Additional Roles can be added in Customers > Roles & Permissions. When a contact is restricted to a location, a contact location role MUST be assigned and contact_role left blank,	Buyer
bill_to_company	Typically the same as the Account name. Sometimes the billing company is a different name than the Account.	Best Stores
bill_to_firstname	The first name of the person who receives bills. Not necessarily the same as the contact first name.	Mary
bill_to_lastname	The last name of the person who receives bills. Not necessarily the same as the contact last name.	Brown
bill_to_street1	Billing street Address	2375 Main Street
bill_to_street2	Billing street address line 2	Unit 3
bill_to_city	Billing city	Palmer
bill_to_region	Billing state can be written out or 2 letter code	MA
bill_to_postcode	Billing zip code. Zip codes that begin with a zero should be entered as plain text or a custom number so the zero is not removed on import.	01069
bill_to_country_id	Billing country must be entered as a two letter code. See allowed country codes here: https://support.zoey.com/docs/country-codes	US
bill_to_telephone	Billing phone number	555-857-3939
bill_to_is_default	1=Yes 0=No (or leave blank) Allows you to specify which bill to will be selected by default when writing orders.	1
location_id	Internal ID created when an Account location is added to Zoey. Only needed if updating existing location ship-to addresses.	47
location_name	Typically the same as the Account Name. A location is an added layer to the ship tos that contacts and products can be restricted to. A location can be thought of as a region, territory, division or department. If an account has just one ship-to address, the location name can be the same as the account name.	Best Stores West
location_status	1= enabled 0 = disabled	1
location_shipping_method	Enter "all" or specify shipping methods thelocation is limited to. For restricted methods: Use the codes documented here: https://welcome.zoey.com/docs/assigning-shipping-and-payment-methods-to-accounts#payment-method-codes	All
location_payment_method	Enter "all" or specify payment methods the location is limited to. For restricted methods: Use the codes documented here: https://welcome.zoey.com/docs/assigning-shipping-and-payment-methods-to-accounts#payment-method-codes	All
ship_to_company	Name of the company receiving the orders. Typically the same as the Account name.	Best Stores #7
ship_to_firstname	First name of the contact at the ship-to address	Bill
ship_to_lastname	First name of the contact at the ship-to address	Smith
ship_to_street1	Shipping street Address	2375 Main Street
ship_to_street2	Shipping street address line 2	Unit 3
ship_to_city	Shipping city	Palmer
ship_to_region	Shipping state can be written out or 2 letter code	MA
ship_to_postcode	Shipping zip code. Zip codes that begin with a zero should be entered as plain text or a custom number so the zero is not removed on import.	01069
ship_to_country_id	Shipping country must be entered as a two letter code. See allowed country codes here: https://support.zoey.com/docs/country-codes	US
ship_to_telephone	Shipping phone number	555-857-3939
ship_to_zoey_shipping_type	Commercial or Residential or leave blank	Commercial
ship_to_is_default	1=Yes 0=No (or leave blank) Allows you to specify which ship-to will be selected by default when writing orders.	1
note_user_email	Enter the email address of the Zoey admin user entering the note(s).	[email protected]
note_content	Enter Account Notes for import here. Insert a new row below for additional notes.	Sent the new catalog for their review
account_net_term	Must be formatted as: net10, net15, net20, net30, net60, net90, net120, or net_xy	net_xy
account_net_term_enabled	Yes = 1, No = 0 or leave blank	1
account_net_term_credit	Enter the credit limit without a $ symbol.	5000