Add Only: Creates new customer records based on imported data

Update Only: Updates existing customer records without creating new ones

Update or Add: Updates existing customers when found or creates new ones when not found

CustomerID (direct match to internal ID)

CustomerID_Translation (external identifier that maps to an internal ID)

Google Place ID (when MatchOnGooglePlaceID is enabled)

CustomerID OR CustomerID_Translation: At least one identifier is required

CustomerName: The customer's name (labeled as "Company" in some views)

LocationID: Defaults to your user's location if not provided

CustomerTypeID/CustomerTypeID_Translation: Defaults to "*" if not provided

Creates or updates core customer data (name, address, contact info)

Sets default values for missing fields (Address="Not Available", City="Not Available", etc.)

Handles address information, contact details, and account status

Links customers to chains via ChainID or ChainID_Translation

Can create new chain records if they don't exist

Manages chain AR account relationships

Creates or updates AR accounts linked to customers

Handles billing address information

Maps AR account relationships to customers and chains

Creates user records for customer contacts when contact info is provided

Sets up primary contacts for customers using contact information

Associates email, phone, and contact name with customer records

Associates customers with locations, territories, areas, and jurisdictions

Manages income areas, charge areas, deposit areas, and counties

Supports geographic hierarchy relationships

Find existing customers using Google Place IDs

Create global customer records that map to distributor customers

Update geolocation data like longitude, latitude, and GPS accuracy

BudNet_BudRPF18_CustomerTypes mapping

Trade channel integration

Special customer type mapping

Customer Master Data Import: Bringing in your core customer list with basic information

AR System Integration: Importing customer data with AR information from financial systems

Chain/Corporate Customer Import: Creating chain relationships and hierarchies

Google Place Integration: Matching customers to Google Places for geolocation

The routine creates TableTranslations entries to maintain mappings between external and internal IDs

Zero-padding correction is automatically applied to numeric identifiers to handle format variations

Default values are used extensively to ensure complete customer records even with partial data

Customer status can be set with values like "Active", "Inactive", or "OutOfBus"

CustomerID or CustomerID_Translation: CustomerID_Translation will create customers, and their Table Translations, if they are not yet translated. CustomerID will not work if it doesn't exist.
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LocationID or LocationID_Translation: LocationID_Translation will not create a Location, as other ID_Translations do.

Company: Customer Name. If not mapped, will use CustomerID_Translation.
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AccountStatus: Will default to Active, if not mapped. 'Active', 'Inactive', 'OutofBus'
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Address: Customer Shipping Address
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Address2: Customer Shipping Address 2. Recommended, if exists.
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City: Customer City
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State: Customer State Abbreviation. 3 characters max
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ARAccountID or ARAccountID_Translation: Map same as CustomerID_Translation or Company. If you don't map, then it will choose Company name but with an _2.
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PostalCode: Customer Postal Code.
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ChainID or ChainID_Translation: If not mapped, will create Chain of 'Default' and assign to it.
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CustomerTypeID or CustomerTypeID_Translation: Creates Customer Types. It will fill in with a default if not provided.
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AreaID or AreaID_Translation: Distribution area to which to assign the Customer. Map this when there are multiple locations or the location mapped could be overridden.
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TerritoryID or TerritoryID_Translation: Territory to which to assign the Customer

BillAddress: AR Account Address. Will assume Customer.Address if not mapped.
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BillAddress2: AR Account Address2. Will assume Customer.Address2 if not mapped.
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BillCity: AR Account City. Will assume Customer.City if not mapped.
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BillState: AR Account State. Will assume Customer.State if not mapped.
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BillPostalCode: AR Account Postal Code. Will assume Customer.PostalCode if not mapped.
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TermsID or TermsID_Translation: Will not create terms; set to existing term in system
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Contact: Name of user for contact information. This must be mapped for email or phone mapping to work; however if the value is null the name gets set to email or phone.
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SalesUserID_Translation/ID: ID or Translation of the SalesRep desired. This must exist before import. Use Users EDBL to import first.