Customer master importCSV
The field names mentioned are decisive for customer master import. These must be specified as the heading of the columns. The semicolon (";") must be used as separator.
Wherever a particular xPro is specified in the column "Note" in the table below, then for example, the relevant customer type FIRST must be created in x Pro "CusTyp". Only then it can be referenced in the CSV file.
If the customer type "merchant A" carries the "xPro-key" "A1" in the xPro "CusTyp", then the xPro-key "A1" (NOT the name "merchant A") in the CSV-file must be in the column "CusTyp" given.
| Field name |
Data type |
Format |
Annotation |
Description |
Mandatory |
| AdrCde |
Char |
X(8) resp. X(32) |
32 digit customer numbers requires the licence "Extended address code" |
Customer number |
Yes |
| AdrSex |
Char |
X(32) |
xPro code AdrSex
Missing entries will be created with the next free ID.
|
Salutation |
No |
| AdrTit |
Char |
X(20) |
|
Titel |
No |
| AdrNam01 |
Char |
X(40) |
|
Surname |
Yes |
| AdrNam02 |
Char |
X(40) |
|
First given name |
No |
| AdrNam03 |
Char |
X(40) |
This field is used for company names. |
Additive |
No |
| AdrStr |
Char |
X(40) |
|
Road |
No |
| AdrLnd |
Char |
X(32) |
xPro code AdrLnd
If a country code exists in the postal code (A-XXXX), the field "Country" will be filled in the customer master with this country code and the postal code is entered in the field "Postcode".
If the postal code for the country does not yet exist in the xPro AdrPcd, then a new data record will be created, using the location from the imported data record as the description.
|
Country |
Yes |
| AdrPcd1 |
Char |
X(10) |
If a country code exists in the postal code (A-XXXX), the field "Country" will be filled in the customer master with this country code and the postal code is entered in the field "Postcode".
If the postal code for the country does not yet exist in the xPro AdrPcd, then a new data record will be created, using the location from the imported data record as the description.
|
Postcode/Postal Code |
Yes |
| AdrReg |
Char |
X(40) |
|
Place |
Yes |
| TelNbr01 |
Char |
X(40) |
|
Phone |
No |
| SlsRep |
Char |
X(8) |
xPro Code SlsRep
Missing entries are created with the representative as ID. After the name of the representative "imported" will be added in this case.
|
Representative |
No |
| FaxNbr |
Char |
X(40) |
|
Fax |
No |
| CusGrp |
Char |
X(8) |
xPro Code CusGrp
Missing entries are created with the customer group as ID and description.
|
Customer group |
No |
| CusTyp |
Char |
X(8) |
xPro Code CusTyp
Missing entries are created with the customer type as ID. In this case, "imported" will be added after the name of the customer type.
|
Customer type |
No |
| CusBra |
Char |
X(8) |
xPro Code CusBra
Missing entries are created with the customer sector as an ID. In this case, "imported" will be added after the name of the customer branch.
|
Customer sector |
No |
| BnsGrp |
Char |
X(8) |
xPro Code BnsGrp
Missing entries are created with the bonus group as ID. In this case, "imported" will be added after the name of the bonus group.
|
Bonus group |
No |
| |
Nein |
|
|
|
|
| PayCnd |
Char |
X(8) |
xPro Code PayCnd
Existing entries are created with the payment terms as an ID. In this case, "imported" will be added after the term of the payment conditions and the discount and net fields are not filled.
|
Payment terms |
No |
| DlvCnd |
Char |
X(8) |
xPro Code DlvCnd
Non-existing entries are created with the delivery conditions as an ID. After the name of the delivery conditions, "imported" will be added in this case.
|
Delivery conditions |
No |
| PkgCnd |
Char |
X(8) |
xPro Code PkgCnd
Non-existent entries are created with the packaging conditions as an ID. In this case, "imported" will be added after the name of the packaging conditions.
|
Packaging conditions |
No |
| ShpCnd |
Char |
X(8) |
xPro Code ShpCnd
Existing entries are created with the shipping conditions as the ID.
After the name of the shipping conditions, "imported" will be added in this case.
|
Shipping conditions |
No |
| AdrDis |
Char |
Max. 32000 characters |
Specification of the discount amount in %, will be created as base discount with this percentage
|-separate discount list
|
Discount |
No |
| AdrNbrI |
Int |
99999999 |
In this field, a customer number must be entered. This field can only be assigned if this customer has already been created. If the customer number does not yet exist, the field will not be filled. |
Invoice recipient |
No |
| AdrNbrU |
Int |
99999999 |
|
Association |
No |
| AdrNbrB |
Int |
99999999 |
|
Customer |
No |
| AdrNbrN |
Int |
99999999 |
The entry must be a branch number in this field. This branch number must be created in the address system under branch office. If the branch number does not exist, the field will not be filled. |
Branch |
No |
| EvdRsp |
Char |
X(8) |
xPro Code EvdRsp
Missing entries are created with the agent name (trimmed to 8 characters) as ID. In this case, "imported" will be added after the name of the clerk.
|
Clerk |
No |
| SupFac |
Char |
Max. 3 characters |
XPro Code SupFac
Missing entries are created with the supplier name (trimmed to 3 characters) as the ID. In this case, "imported" will be added after the name of the delivery mechanism.
|
Delivery mechanism |
No |
| AdrDsc1 |
Char |
X(150) |
|
Address description 1 |
No |
| AdrDsc2 |
Char |
X(150) |
|
Address description 2 |
No |
| TaxLnd |
Char |
X(2) |
If the imported TaxLnd is not yet included in xPro TaxLnd, a new xPro entry will not be created automatically. |
VAT Country |
No |
| TaxNbr |
Char |
X(12) |
12-digit |
VAT number |
No |
| TelNbr02 |
Char |
X(40) |
|
Phone2 |
No |
| AdrEml |
Char |
X(50) |
|
Email |
No |
| CusBon |
Char |
X(1) |
blank – active |
active/inactive |
No |
| „D“ - inaktiv |
Nein |
|
|
|
No |
| DlvNbr |
Char |
X(25) |
|
Supplier number |
No |
| CpyNbr |
Char |
X(40) |
|
Shareholders number |
No |
| BBNNbr |
Char |
X(40) |
|
GLN/ILN |
No |
| AdrDsc |
Char |
X(150) |
If this column is filled, the checkbox "Regenerate Short Name in Engineering Change Management" must be checked from [Systems] [Master Data] [Address Definitions] Button [Address Format].
If this column is NOT filled then teh short name will be filled according to the current settings.
|
Short name |
No |
| AdrDisDsc |
Char |
Max. 32000 characters |
|-separate list of discount codes |
List of discount codes |
No |
| AdrDisActive |
Logical |
yes/no |
|-separate list of discount codes |
Is the discount code active? |
No |
| InvTyp |
Char |
X(8) |
|
Invoice type |
No |
| LngCde |
Int |
99 |
1 = German
2 = Englisch
3 = Spanisch
4 = French
5 = Italian
6 = Hungarian
7 = Czech
8 = Slovenian
9 = Slovak
10 = Polish
|
Language |
No |
| OffFrm |
Char |
X(40) |
|
Forms |
No |
| HdrTxt |
Char |
X(40) |
|
Prefix texts |
No |
| FnlTxt |
Char |
X(40) |
|
Credits texts |
No |
| DocDistrib |
Char |
X(40) |
|
Distribution type |
No |
| DocReceiver |
Char |
X(40) |
|
Confirmation receiver |
No |
| MdfBranch |
Logical |
yes/no |
|
Branch changeable |
No |
| CusDisGrp |
Char |
X(16) |
|
Customer discount group |
No |
| CurCde |
Char |
X(3) |
|
Customer currency |
No |
| IcsPrj |
Logical |
yes/no |
|
Computing Project |
No |
| CusKnd |
Int |
9 |
|
Type of customer |
No |
| DlvFrm |
Char |
X(40) |
|
Delivery form |
No |
| CrdFrm |
Char |
X(40) |
|
Credit form |
No |
| TelNbr03 |
Char |
X(40) |
|
Phone 3 /Mobile pohone |
No |
| Memo |
Char |
max. 256 characters |
|
Memo text |
No |
| Archivated |
Logical |
yes/no |
0 = not archived
1 = archived
|
Archive |
No |
Optionally, there is the option of storing three import parameters in the header area of the import file:
ReplaceSelective=TRUE|ProtectDiscounts=TRUE|OverwriteAll=TRUE
or:
ReplaceSelective=TRUE
ProtectDiscounts=TRUE
OverwriteAll=TRUE
The parameter "ReplaceSelective = TRUE" causes only fields that are contained and filled in the import file to be overwritten during import in moveIT ISS+.
In order not to overwrite discounts, the parameter "ProtectDiscounts = TRUE" must be included!
The third parameter "OverwriteAll = TRUE" means that the queries no longer have to be confirmed when changing an existing customer.