The following table lists the fields available for import or export, with a brief description of the field and (when necessary) a character limit for the field. The Import? column identifies which fields are available for import (all are available for export).
Note: Customer fields are exported using CUSTOMER.CSV as the default file name.
Field Name |
Import? |
Description of Field |
Limit |
---|---|---|---|
Customer ID |
Y |
Alphanumeric - Customer ID number |
Up to 20 characters |
Customer Name |
Y |
Alphanumeric - Customer bill to name |
Up to 39 characters |
Prospect |
Y |
Boolean - Prospect check box; valid choices are [True] or [False], where True=Prospect, False=Customer. |
|
Inactive |
Y |
Boolean - Inactive check box; valid choices are [True] or [False], where True=Inactive and False=Active. |
|
Bill to Contact First Name |
Y |
Alphanumeric - Bill To contact first name |
Up to 15 characters |
Bill to Contact Last Name | Y | Alphanumeric - Bill To contact last name | Up to 20 characters |
Bill to Address-Line One |
Y |
Alphanumeric - Customer bill to address, line one. |
Up to 30 characters |
Bill to Address-Line Two |
Y |
Alphanumeric - Customer bill to address, line two. |
Up to 30 characters |
Bill to City |
Y |
Alphanumeric - Customer bill to city |
Up to 20 characters |
Bill to State |
Y |
Alphanumeric - Customer bill to state |
Up to 2 characters |
Bill to Zip |
Y |
Alphanumeric - Customer bill to ZIP Code |
Up to 12 characters |
Bill to Country |
Y |
Alphanumeric - Customer bill to country |
Up to 15 characters |
Bill to Sales Tax ID |
Y |
Alphanumeric - Customer bill to Sales Tax ID |
Up to 8 characters |
Ship to Address 1-20 - Line One |
Y |
Alphanumeric - Contact ship to address, line one. |
Up to 30 characters |
Ship to Address 1-20 - Line Two |
Y |
Alphanumeric - Contact ship to address, line two. |
Up to 30 characters |
Ship to City 1-20 |
Y |
Alphanumeric - Contact ship to city |
Up to 20 characters |
Ship to State 1-20 |
Y |
Alphanumeric - Contact ship to state |
Up to 2 characters |
Ship to Zipcode 1-20 |
Y |
Alphanumeric - Contact ship to ZIP Code |
Up to 12 characters |
Ship to Country 1-20 |
Y |
Alphanumeric - Contact ship to country |
Up to 15 characters |
Ship to Sales Tax ID 1-20 |
Y |
Alphanumeric - Contact ship to Sales Tax ID |
Up to 8 characters |
Customer Type |
Y |
Alphanumeric - Customer type category |
Up to 8 characters |
Telephone 1 |
Y |
Alphanumeric- Customer phone number 1 |
Up to 20 characters |
Telephone 2 |
Y |
Alphanumeric- Customer phone number 1 |
Up to 20 characters |
Fax Number |
Y |
Alphanumeric - Customer fax number |
Up to 20 characters |
Customer Email |
Y |
Alphanumeric - Customer email address (use the [email protected] format) |
Up to 64 characters |
Sales Representative ID |
Y |
Alphanumeric - Customer sales representative ID |
Up to 20 characters |
Account # (Sage 50 Premium Accounting and higher) |
Y |
Alphanumeric -Number that identifies the customer's account with your company |
Up to 32 characters |
G/L Sales Account |
Y |
Alphanumeric - Sales/Revenue account no.; must be a valid account number from your Chart of Accounts |
Up to 15 characters |
Open Purchase Order Number |
Y |
Alphanumeric - customer's open PO number |
Up to 20 characters |
Ship Via |
Y |
Numeric (Whole) - Customer default ship method, as set up in Maintain Default Information, Inventory Items. Valid numbers are 0 through 9. |
|
Resale Number |
Y |
Alphanumeric - Customer resale number |
Up to 20 characters |
Pricing Level |
Y |
Numeric (Whole) - This is the customer pricing level as listed on the Invoice Defaults tab under Customer Maintenance; valid numbers are 0 through 9. 5 price levels are the minimum. 10 price levels (Sage 50 Premium Accounting and higher) |
|
Use Standard Terms |
Y |
Boolean - Use Standard Terms check box; valid choices are [True] or [False]. |
|
C.O.D. Terms |
Y |
Boolean - Customer Terms, C.O.D. check box; valid choices are [True] or [False]. If Use Standard Terms is True, then the system will use standard terms and ignores this field. |
|
Prepaid Terms |
Y |
Boolean - Customer Terms, Prepaid check box; valid choices are [True] or [False]. If Use Standard Terms is True, then the system will use standard terms and ignores this field. |
|
Terms Type |
Y |
Boolean - Customer Terms, Due on Day of Month OR Due in # of Days; valid choices are [True] or [False]. True = Due on Day of Month, False = Due in # of Days. If Use Standard Terms is True, then the system will use standard terms and ignores this field. |
|
Due Days |
Y |
Numeric (Whole) - Customer Terms, Due Days; this field is Due on the x day of next month OR Net due in x days based on the Terms Type. If it's due on x day of next month, then valid number are 0 to 31. <more> |
|
If it's net due in x days, valid numbers are 0 through 999. If Use Standard Terms is True, then the system will use standard terms and ignore this field. |
|||
Discount Days |
Y |
Numeric (Whole) - Customer Terms, Discount Days; valid number are 0 through 999. If Use Standard Terms is True, then the system will use standard terms and ignore this field. |
|
Discount Percent |
Y |
Numeric (Real) - Customer Terms, Discount Percent; use 0.00 through 100.00. If Use Standard Terms is True, then the system will use standard terms and ignore this field. |
|
Credit Limit |
Y |
Numeric (Real) - Customer Terms, Credit Limit. If Use Standard Terms is True, then the system will use standard terms and ignore this field. |
|
Credit Status |
Y |
Numeric (Whole) - valid numbers are 0-4 where: 0=No Credit Limit 1=Notify Over Limit 2=Always Notify 3=Hold Over Limit 4=Always Hold If Use Standard Terms is True, then the system will use standard terms and ignore this field. |
|
Charge Finance Charges |
Y |
Boolean – Customer Terms, Charge Finance Charges check box; valid choices are [True] or [False]. If Use Standard Terms is True, then the system will use standard terms and ignores this field. |
|
Due Month End Terms |
Y |
Boolean – Customer Terms, Due at end of month. Valid choices are [True] or [False]. True = Due at end of month, False = not Due at end of month. If Use Standard Terms is True, then the system will use standard terms and ignores this field. |
|
Form Delivery Method |
Y |
Numeric (Whole) - valid numbers are 0 and 1, where 0=Paper and 1=Email (entered on Maintain Customers/Prospects, Sales Info tab) |
|
Include Sales Rep |
Y |
Boolean – valid choices are [True] or [False]. True = CC Sales Rep, False = do not CC Sales Rep (entered on Maintain Customer/Prospects, Sales Info tab) |
|
Cardholder's Name |
Y |
Alphanumeric - Name on credit card entered for the customer. |
Up to 39 characters |
Credit Card Address Line 1 |
Y |
Alphanumeric – Billing address line 1 for the credit card. |
Up to 30 characters |
Credit Card Address Line 2 |
Y |
Alphanumeric – Billing address line 2 for the credit card. |
Up to 30 characters |
Credit Card City |
Y |
Alphanumeric – Billing city for the credit card. |
Up to 30 characters |
Credit Card State |
Y |
Alphanumeric – Billing state for the credit card. |
Up to 20 characters |
Credit Card Zip Code |
Y |
Alphanumeric – Billing zip code for the credit card. |
Up to 12 characters |
Credit Card Country |
Y |
Alphanumeric – Billing country for the credit card. |
Up to 15 characters |
Credit Card Information |
Y |
This includes 4 fields: Credit Card Stored Reference -This is an alphanumeric GUID that is used by Sage 50 behind the scenes to link with Sage Exchange. Merchant ID - This is an alphanumeric ID that is necessary for entering and processing credit cards from within Sage 50. This ID is entered in Services>Credit Card Processing. Last Known CC Number - Masked value for the credit card number that was entered for this customer. Format is XXXX-XXXX-XXXX-NNNN (where NNNN is the last 4 digits of the credit card number). Last Known CC Expiration Date - Expiration Date for the credit card that was entered for this customer. Must be in MM/YYYY (month/year) format. |
|
Use Receipt Settings |
Y |
Boolean - valid choices are [True] or [False]. True=Use payment method and cash account from last saved receipt. False=Use payment method and cash account designated on the Payment & Credit tab in Maintain Customers. |
|
Customer Payment Method |
Y |
Alphanumeric - The text value of what is entered or selected in the Payment Method field if Use Receipt Settings =False. |
Up to 20 characters. |
Customer Cash Account |
Y |
Alphanumeric - The text value of what is entered or selected in the Cash Account field if the Use Receipt Setting=False. |
Up to 15 characters. |
Label for Customer Custom Field 1 (entered in Customer Defaults) |
Y |
Alphanumeric - The text value of what is entered in customer custom field 1 in Maintain Customers/Prospects. |
Up to 40 characters |
Label for Customer Custom Field 2 (entered in Customer Defaults) |
Y |
Alphanumeric - The text value of what is entered in customer custom field 2 in Maintain Customers/Prospects. |
Up to 40 characters |
Label for Customer Custom Field 3 (entered in Customer Defaults) |
Y |
Alphanumeric - The text value of what is entered in customer custom field 3 in Maintain Customers/Prospects. |
Up to 40 characters |
Label for Customer Custom Field 4 (entered in Customer Defaults) |
Y |
Alphanumeric - The text value of what is entered in customer custom field 4 in Maintain Customers/Prospects. |
Up to 40 characters |
Label for Customer Custom Field 5 (entered in Customer Defaults) |
Y |
Alphanumeric - The text value of what is entered in customer custom field 5 in Maintain Customers/Prospects. |
Up to 40 characters |
Customer Since Date |
Y |
Date - The date the customer is added to the system. Must be in ##/##/## (month/day/yr) date format. |
|
Last Invoice Date |
N |
Date - The date of last invoice. Must be in ##/##/## (month/day/yr) date format. |
|
Last Invoice Amount |
N |
Numeric (Real) - The amount of last invoice. This field is used for exporting only. |
|
Last Payment Date |
N |
Date - The date of last payment. Must be in ##/##/## (month/day/yr) date format. |
|
Last Payment Amount |
N |
Numeric (Real) - The amount of last payment. This field is used for exporting only. |
|
Last Statement Date |
Y |
Date - The date of last statement run. Must be in ##/##/## (month/day/yr) date format. |
|
Current Balance |
N |
Numeric (Real) - Current accumulated Balance forward for customer. |
|
Sales-Period End xx/xx/xx (there can be up to 39 periods, depending on your company setup) |
N |
Numeric (Real) - Sales per period. This field is used for exporting only. |
|
Receipts-Period End xx/xx/xx (there can be up to 39 periods, depending on your company setup) |
N |
Numeric (Real) - Receipts/Cash per period. This field is used for exporting only. |
|
Customer Web Site |
Y |
Alphanumeric - Customer Web site address (for example, www.company.com) |
Up to 255 characters |
ID Replacement |
Y |
Numeric (Whole) - valid numbers are 0-2, where 0 = Don't replace item ID, 1=Replace item ID with UPC/SKU, 2= Replace item ID with part number This selection is made on the Sales Info tab (Sage 50 Premium Accounting and higher). |