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.	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.	[email protected]
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 Best Stores CA
location_status	Enabled or disabled	Yes = 1 No = 0
_address_location_names_1	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
_address_type_1	Is this a bill-to address, a ship-to address or both?	billing billing,shipping shipping
_address_company_1	The Company name on the address	Best Stores
_address_firstname_1	Address First Name of Company Contact	Mary
_address_lastname_1	Address Last Name of Company Contact	Brown
_address_street_1	Street Address of the Company	100 S University Dr
_address_city_1	Company Address City	Miami
_address_region_1	Company Address State or Region 2 Letter Code	FL
_address_postcode_1	Company Address Postal Code	33025
_address_country_id_1	Company Address Country 2 Letter Code	US
_address_location_names_2 _address_type_2 _address_company_2 _address_firstname_2 _address_lastname_2 _address_street_2 _address_city_2 _address_region_2 _address_postcode_2 _address_country_id_2	NOTE: For additional addresses, repeat the above address series of headers using _2, _3 and so on.