Customer Field Definitions

Popular List of Customer Fields

Field Name

Field Type

Field Description

Field Restrictions

Example Input

Username*

Text String

The username of the customer. This is the unique identifier of the customer and is a required field for all customer imports.

Max Length: 25

ABC123

Password

Text String

The customers password. Used to login to a customer's account.

lkdshj763!

Email Address

Email

The email address of the customer.

johnsmith@acme.com

Newsletter Subscriber

Boolean

If yes customer has agreed to receive email newsletters.

Yes | No

Yes

Bill Phone

Text String

Billing Phone number

Max Length: 30

07 3420 8434

Bill Fax

Text String

Billing Fax number

Max Length: 30

07 3420 8422

Bill First Name

Text String

Billing first name.

Max Length: 50

John

Bill Last Name

Text String

Billing last name.

Max Length: 50

Smith

Bill Company

Text String

Billing company name.

Max Length: 50

Acme Co Pty Ltd

Bill Street Address Line 1

Text String

Billing address Line 1

Max Length: 50

Unit 3

Bill Street Address Line 2

Text String

Billing address line 2

Max Length: 50

123 Smith St

Bill City

Text String

Billing city or suburb

Max Length: 50

South Brisbane

Bill State

Text String

Billing state

Max Length: 50

QLD

Bill Post Code

Text String

Billing post code

Max Length: 15

4101

Bill Country

Text String

Billing country code (eg: AU)

2 character country code

AU

Active

Boolean

If yes, the customer is active. Only active customers can login to their online accounts.

Yes | No

Yes

User Group

Integer

The customers user group. User groups can be used to determine a customer's price level and what pages or categories they can access throughout the system.

Integer ID of group eg : 1 to 100

2

 

 

Complete List of Customer Fields

 

 

Field Name

Field Type

Field Description

Field Restrictions

Example Input

Username*

Text String

The username of the customer. This is the unique identifier of the customer and is a required field for all customer imports.

Max Length: 25

ABC123

Classification 1

Text String

The classification of the customer. This must match a classification that has already been setup in admin > customisable fields > customer classification 1

Max Length: 25

VIP

Classification 2

Text String

The classification of the customer. This must match a classification that has already been setup in admin > customisable fields > customer classification 2

Max Length: 25

Small Business

Sales Channel

Text String

The sales channel that the customer was acquired through. For reporting purposes only.

Max Length: 15

eBay

Type

Text String

The type of customer. Options are "Customer" or "Prospect". Customers with at least 1 sale are automatically changed to the type "Customer"

Prospect | Customer

Prospect

Password

Text String

The customers password. Used to login to a customers account.

lkdshj763!

Password Encrypted By Other System

Text String

Encrypted password. Must be in MD5 format.

MD5 hash

80aa4f7be2ad93fcd91c9a36f28f34e5

Email Address

Email

The email address of the customer.

johnsmith@acme.com

Secondary Email Address

Comma Separated Email List

Additional email addresses for the customer.

Comma separated list.

johnsmith@hotmail.com, js@mydomain.com

Newsletter Subscriber

Boolean

If yes customer has agreed to receive email newsletters.

Yes | No

Yes

Bill Phone

Text String

Billing Phone number

Max Length: 30

07 3420 8434

Bill Fax

Text String

Billing Fax number

Max Length: 30

07 3420 8422

Bill Full Name

Text String

Billing first and last name.

Max Length: 100

John Smith

Bill First Name

Text String

Billing first name.

Max Length: 50

John

Bill Last Name

Text String

Billing last name.

Max Length: 50

Smith

Bill Company

Text String

Billing company name.

Max Length: 50

Acme Co Pty Ltd

Bill Street Address Line 1

Text String

Billing address Line 1

Max Length: 50

Unit 3

Bill Street Address Line 2

Text String

Billing address line 2

Max Length: 50

123 Smith St

Bill City

Text String

Billing city or suburb

Max Length: 50

South Brisbane

Bill State

Text String

Billing state

Max Length: 50

QLD

Bill Post Code

Text String

Billing post code

Max Length: 15

4101

Bill Country

Text String

Billing country code (eg: AU)

2 character country code

AU

Permission

Text String

The customers permission type. Quote, admin, POS or Store

Quote, Admin, POS or Store

Admin

Default Shipping Address

Integer

The ID of the customer default shipping address. ID must match ID of address existing in system already.

1

Parent Username

Text String

The customers parent customer username. Used for reporting purposes.

Max Length: 25

ABC8367

Quote Approval Username

Text String

The customers quote approver username.

Max Length: 25

ABC8367

Referral Username

Text String

The customers referer username. This is the customer that referred the customer to your business. Used for running an affiliate program.

Max Length: 25

ABC8367

Referral Commission

Decimal

The commision the referrer earns for referring this customer.

Percent (%)

10

Gender

Text String

The gender of the customer (Male, Female or Unisex)

Male|Female|Unisex

Male

Date Of Birth

Date

The customers date of birth .

YYYY/MM/DD

1981/02/16

Default Discount Percentage

Decimal

The discount the customer earns by default on all orders.

Percent (%)

5

Default Document Template

Integer

The document template set that is used for this customer by default. Used to apply a specific invoice design to a specific customer or example.

Default

Cheque Account Name

Text String

Cheque account number - for reference purposes only.

Max Length: 50

Cheque Account Number

Text String

Cheque account name - for reference purposes only.

Max Length: 30

Internal Notes

Text String

Customer internal notes

John is a great customer, treat him well

ABN/ACN

Text String

Australian business number or company number. Often used to verify customer for wholesale businesses.

Max Length: 50

123456789

Website URL

Text String

Customers website URL

Max Length: 50

www.mydomain.com

Credit Limit

Decimal

Customers credit limit. If populated customers will receive the option to pay on account.

10000

Default Invoice Terms

Text String

Customers default invoice terms. Must match the name of an invoice term already setup in the system. See admin > customisable fields > invoice terms to setup new invoice terms.

Max Length: 50

Net 30

Ship Address Book Title

Text String

Title of shipping address book entry. Used to identify address against other addresses in the customers address book.

Home Address

Ship First Name

Text String

Shipping first name.

Max Length: 50

John

Ship Last Name

Text String

Shipping last name.

Max Length: 50

Smith

Ship Company

Text String

Shipping company name.

Max Length: 50

Acme Co Pty Ltd

Ship Address Line 1

Text String

Shipping address Line 1

Max Length: 50

Unit 10

Ship Address Line2

Text String

Shipping address line 2

Max Length: 50

12 Lilly Street

Ship City

Text String

Shipping city or suburb

Max Length: 50

Capalaba

Ship State

Text String

Shipping state

Max Length: 50

QLD

Ship Post Code

Text String

Shipping postcode

Max Length: 50

4157

Ship Country

Text String

Shipping country code (eg: AU)

Max Length: 50

AU

Ship Phone

Text String

Shipping phone number

Max Length: 30

07 3214 5236

Ship Address Residential

Boolean

If yes, the shipping address is  a residential address.

Yes | No

Yes

Ship Fax

Text String

Shipping fax number

Max Length: 30

07 3214 5237

Active

Boolean

If yes, the customer is active. Only active customers can login to their online accounts.

Yes | No

Yes

On Credit Hold

Boolean

If yes, the customer cannot place orders on your website.

Yes | No

No

User Group

Integer

The customers user group. User groups can be used to determine a customers price level and what pages or categories they can access throughout the system.

Integer ID of group eg : 1 to 100

2

Account Manager

Text String

The customers account manager. This must match the username of a staff user you have already setup in the system. Admin > Staff User Manager. Used for reporting and account management purposes.

Max Length: 25 (username)

peter

Default Order Type

Text String

The default order type for new orders created for this customer. Options are: "Sales" or "Dropshipping". The system will default to "Sales".

Sales | Dropshipping

Sales

Cheque Account BSB

Text String

Cheque account BSB

Max Length: 30

Skip Record

Boolean

If yes, the customer will be ignored during import.

Yes | No

No

Custom Field 1 to 30

Text String or Boolean

Add custom field in admin > customisable fields > customer fields. These fields can be named anything and will appear in the user interface once added.

Can contain anything

Anything….


  • Last Modified: 22/11/2016 Neto Version: 6.5