AR_Customer_Upload.xls

The  AR_Customer_Upload.xls template allows you to upload customer information in CSV format from an outside non-Kuali receivable system to the KFS.

The basic format of the template is shown below.

Whether you use the template or not, the system expects each record to contain data in the order shown below.

Warning: The the CSV upload function does not require a customerName entry in each record. If customerName contains data, the system creates a new Customer record based on the data in the row.  If customerName is empty, the system treats the record as an alternate address for the preceding Customer record.  Note, however, that if all customerName cells are blank in your CSV file, the Customer loading job (which is run after the CSV upload process) will fail because it cannot create a Customer record without a name.

AR_Customer_Upload template format:

Column

Field Name

A

customerNumber

B

customerName

C

customerParentCompanyNumber

D

customerTypeCode*

E

customerLastActivityDate

F

customerTaxTypeCode*

G

customerTaxNbr*

H

customerActiveIndicator*

I

customerPhoneNumber

J

customer800PhoneNumber

K

customerContactName

L

customerContactPhoneNumber

M

customerFaxNumber

N

customerBirthDate

O

customerTaxExemptIndicator

P

customerCreditLimitAmount

Q

customerCreditApprovedByName

R

customerEmailAddress

S

customerAddressName*

T

customerLine1StreetAddress

U

customerLine2StreetAddress

V

customerCityName

W

customerStateCode

X

customerZipCode

Y

customerCountryCode

Z

customerAddressInternationalProvinceName

AA

customerInternationalMailCode

AB

customerAddressEmail

AC

customerAddressTypeCode

More:

BC_Annual_Request_Imports.xls