Customer master data import
Customer data import
The import template has three spreadsheets: "Customers," "Addresses," and "Contact Persons."
On the "Customers" spreadsheet, enter the company details, the customer's main address, and the main contact person.
If there are additional addresses for a customer, enter them on the "Addresses" spreadsheet. Enter the customer number of the customer to whom this address is assigned in the "Reference number" field.
If there are additional contact persons for an address, enter them in the "Contact Persons" table, using the address number to assign the person to an address. Contact persons are therefore primarily assigned to an address and, via the address, to the customer.
Contact persons are a central element in c-entron logic, which is why it is advisable to create at least one person for each customer.
Required fields are marked in orange on your template; we recommend filling in fields marked in green.
Field descriptions
Customer number – can be transferred from the previous system
Accounting number - can be transferred from the previous system
Match code – Flag/keyword that can be used for searching
Name – Customer's company name
Phone – Customer's phone number (switchboard)
Fax – Customer's fax number (head office)
Email – Customer's email address (head office)
Fax distribution list – should the customer be on the fax distribution list? 1= active / 0=inactive
Mailing list - should the customer be on the mailing list? 1= active / 0=inactive
Website – URL to the customer's website
Tax number – Customer's tax number
Sales tax identification number – Customer's sales tax identification number
Commercial register – Customer's commercial register number
Corporate customer / end customer / dealer / prospective customer – customer characteristics; 1 = active / 0 = inactive; mutually exclusive.
Office staff / Field staff / Technician / Technician 2 / Support staff / Support staff 2 – Customer support staff; Employee code from employee management
Origin – Advertising channel through which the customer was acquired
Sales territory – classification criterion for sales activities
Limit – Limit on the number of open transactions for a customer
Order suspension after reminder – after reaching which reminder level (1-3) should an order suspension be imposed?
Do not display discount text – controls whether or not a specific text should be printed when a customer discount is issued. 1= active / 0=inactive
Helpdesk comment – Information to be displayed when opening a new ticket
Offer comment - Information to be displayed when opening a new offer
Order comment - Information to be displayed when opening a new order
Credit note comment - Information to be displayed when opening a new credit note
Comment - Information stored with the customer
Without VAT – Customer receives invoices without VAT shown; 1= active / 0=inactive
No advertising – has the customer objected to receiving advertising material? 1= active / 0=inactive
Created - Date in 'dd.mm.yyyy' format
Bank Name 1 – Name of the credit institution for which bank details are available
Bank Street 1 – Street and house number of this bank
Bank Location 1 – Registered office of this bank
Bank Country 1 – Country of this bank
Account number 1 – Account number at this bank
Bank code 1 - Bank code of this bank
IBAN 1 – IBAN at this bank
Bic 1 – BIC of this bank
SEPA Direct Debit Mandate 1 – Mandate number for these bank details
Bank Name 2 – Name of a second credit institution for which bank details are available
Bank Street 2 – Street and house number of this bank
Bank Location 2 – Registered office of this bank
Bank Country 2 – Country of this bank
Account number 2 – Account number at this bank
Bank code 2 - Bank code of this bank
IBAN 2 – IBAN at this bank
Bic 2 – BIC of this bank
SEPA Direct Debit Mandate 2 – Mandate number for these bank details
First reminder after days – how many days after the invoice due date should a reminder be sent? Customer rules that differ from global settings
Second reminder after days - how many days after the first reminder should a reminder be sent? Customer rule that differs from global setting
Third reminder after days - how many days after the second reminder should a reminder be sent? Customer rule that differs from global setting
Reminder type – Email / Print
Project number required - 1= active / 0=inactive
Production configuration requirement – 1= active / 0=inactive
Print production configuration – 1= active / 0=inactive
Creator – Creator of the data record; employee code from employee management, or "ADMIN" if applicable
Address number – Address number that can be referenced if necessary
Address Address type:
1 – Billing and delivery address
2 – Billing address
3 – Delivery address
4 – Repair address
5 – Return address
Department – Department of this address; free text up to 255 characters
Street – Street with house number
Postal code – ZIP code
Location – Town
State – Federal state or corresponding property
Country – Country code according to the short text in the country management; DE / AU / CH ..
P.O. Box – P.O. Box for this address
Address comment – Comment on the address
Print name / Print contact person / Print department / Print department contact person – configure the transfer of data for the
Address field in document; 1=active / 0=inactive; can/should be combined
Address Created - Date in 'dd.mm.yyyy' format
Address creator - Creator of the data record; employee code from employee management, "ADMIN" if applicable
Contact person address number – Reference to the address number to which this contact person is to be assigned
Salutation – Salutation in accordance with the c-entron settings; if necessary, check whether this salutation still needs to be created
First name – First name of the contact person
Last name – Last name of the contact person
Birthday – Birthday of the contact person
Department – Department of the contact person
Occupation – Occupation of the contact person
Phone 1-5 – Contact person's phone numbers
Fax 1-2 – Fax numbers of the contact person
Email 1-2 – personal email addresses of the contact person
Mailing Email 1 active / Mailing Email 2 active – controls whether one or both email addresses should be on the mailing list; 1= active / 0=inactive
Contact person comment – Comment about the person; free text up to 255 characters
Contact person Created - Date in 'dd.mm.yyyy' format
Contact person creator - Creator of the data record; employee code from employee management, "ADMIN" if applicable
Additional/different fields in the "Addresses" spreadsheet
Reference number – Assignment to the company data record; references the customer number
Standard address – is this address the main address of the assigned customer? 1= active / 0=inactive – assigned only once per customer
Creator – Date in 'dd.mm.yyyy' format
Created – Creator of the data record; employee code from employee management, "ADMIN" if applicable
Additional/different fields in the "Contact persons" spreadsheet
Address number - Reference to the address number to which this contact person is to be assigned
Standard contact person – is this contact person the main contact person for the assigned address? 1= active / 0=inactive – assigned only once per address
Creator – Date in 'dd.mm.yyyy' format
Created – Creator of the data record; employee code from employee management, "ADMIN" if applicable