Customer Bulk upload Excel (.xls) fields.

Below is a comprehensive list of all the fields included in the Excel customer record import process in Merchanter. To ensure a smooth and error-free data transfer, it is crucial that each field is accurately completed.

Taking the time to carefully check and populate these fields will significantly reduce the chances of errors or delays during the import process. Incorrect or incomplete data can lead to failed imports or missing information, which may require manual correction later.

List of all the Fields in the Template

• Like Code
  • UT400 customer or a prototype code to copy details from. 
  • For prototypes, prefix the code with P: 
  • At least one Like code is required.
  • An empty field will take the details of the row above. 
• Customer Code
  • New Customer code to create.
  • Or existing customer code to update.
  • Optional if using auto-coding and an account code template exists.
• Customer Name
  • Required Field.
• Customer Address - Line 1
  • Required Field.
• Customer Address - Line 2
• Customer Address - Line 3
• Customer Address - Town/City
• Customer Address - County
• Customer Address - Postcode
• Invoicing Address - Line 1
  • This can be left blank if invoices are to be sent to the same address as the customer.
• Invoicing Address - Line 2
  • This can be left blank if invoices are to be sent to the same address as the customer.
• Invoicing Address - Line 3
  • This can be left blank if invoices are to be sent to the same address as the customer.
• Invoicing Address - Town/City
  • This can be left blank if invoices are to be sent to the same address as the customer.
• Invoicing Address - County
  • This can be left blank if invoices are to be sent to the same address as the customer.
• Invoicing Address - Postcode
  • This can be left blank if invoices are to be sent to the same address as the customer.
• Alternative Customer Code
• Phone Number
• Fax Number
• Website Address
• Customer Type
  • UT400 code or description of customer type.
  • Leave blank to inherit from the “Like Code” filed customer or prototype.
• Order Reference Essential
  • Customer order reference required?
  • _true = yes
  • _false or empty = no
• Delivery Type
  • Valid values:-
    • Cash
    • Collected
    • Credits
    • Delivered
    • Direct_to_Site
    • SuppliedNow
  • Leave blank to inherit from the Like Code field customer or prototype.
  • NB. If PER methods are used, the delivery type will always be set from the nominated PER method.
• PER Method
  • Leave blank to inherit from the Like Code Fields customer or prototype.
  • Only applicable if PER methods are used.
• Discount %
  • Additional discount given to the customer on top of any discounts from price tables.
  • Empty = Zero
• Minimum Margin %
  • Minimum required margin to achieve for the customer.
  • Empty = zero
• Commission %
  • Commission % paid to customer for goods/services provided
    • This is available when using Commission Invoicing, typically a supplier will provide goods/services to your customer and you will invoice them for a commission on that trade.  The supplier record will be linked to the customer record.
  • Empty = zero
• Owning Depot
  • UT400 code or short name of owning depot.
  • Leave blank to inherit from the like customer.
• Parent Code
  • Code of the parent account if you are using factoring.
    • This is factoring where you sell to the child company, but the invoicing is sent to the parent company.
  • Empty = no parent
• Account Type
  • Valid values:-
    • Account
    • Cash Only
    • Commission
    • Internal
  • Leave blank to inherit from the like customer/prototype.
  • Only applicable if the customer has no parent account.
• Currency
  • ISO currency code (e.g. GBP, EUR, USD etc.)
  • Leave blank to inherit from the like customer code/prototype.
  • This is only applicable if there is no factoring parent code.
• Payment Terms
  • UT400 code or terms string of payment terms.
  • Example terms strings:-
    • 0 D30 = 0% 30 days
    • 1.25 D14 = 1.25% 14 days
    • 0 M/A = 0% monthly account
    • 0 M2 = 0% 2 months
  • Leave blank to inherit from the like customer code/prototype.
  • This is only applicable if there is no factoring parent code.
• VAT Code
  • Single character code.
  • Valid values:-
    • C = EC sales
    • E = Export
    • G = Group
    • H = Home sales
    • I = Internal
    • X = Exempt
  • Leave blank to inherit from the like customer code/prototype.
  • This is only applicable if there is no factoring parent code.
• Tax Registration Number
• Invoice Issue Method
  • Valid values:-
    • Email
    • Print
  • Leave blank to inherit from the like customer code/prototype.
  • This is only applicable if there is no factoring parent code.
• Credit Limit
• Credit Controller
  • UT400 code or shortname of credit controller.
  • Use 'UNSET' to specify an empty value.
  • Leave blank to inherit from the like customer code/prototype.
  • This is only applicable if there is no factoring parent code.
• Sales Rep
  • UT400 code or shortname of main sales rep.
  • Use 'UNSET' to specify an empty value.
  • Leave blank to inherit from the like customer code/prototype.
• Assistant Rep
  • Leave blank to inherit from the like customer code/prototype.
  • This is only applicable if there is no factoring parent code.
• Sales Area
  • UT400 code or name of area.
  • Use 'UNSET' to specify an empty value.
  • Leave blank to inherit from the like customer code/prototype.
• Business Type
  • UT400 code or name of business type.
  • Use 'UNSET' to specify an empty value.
  • Leave blank to inherit from the like customer code/prototype.
• Invoice Contact - Name
• Invoice Contact - Phone Number
• Invoice Contact - Mobile Number
• Invoice Contact - Fax Number
• Invoice Contact - Email Address
• Sales Contact - Name
• Sales Contact - Phone Number
• Sales Contact - Mobile Number
• Sales Contact - Fax Number
• Sales Contact - Email Address