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.

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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

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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

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_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

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_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.