This article is for emdecs one admins looking to add customers in bulk.
Importing using the emdecs one customer template
If you are using the pre-existing template for customers (learn how to download one if you'd like to use it), then you'll need to open it in a spreadsheet program. Once you've done that you'll see something like this:
The first row of this template is the column headings and should not be changed. The second row is an example customer, so overwrite it with the details of the first customer you'd like to import into the system then continue adding customers one per line until you've entered them all.
There are a few of these fields which are mandatory, and this is how to fill them in:
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Customer Name: Any letters or special characters, including spaces
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Street: Any letters, numbers, or special characters, including spaces
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Customer Contact Name: Any letters or special characters, including spaces
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Contact Phone: Any number. Do not include special characters like spaces, dashes, or brackets.
- Currency: Any one of USD, CAD, EUR, or GBP. This is the currency in which you charge this customer on invoices.
Other fields are not mandatory, so you can choose to fill them in or not as you want.
- Payment Terms
- Language
- Currency
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Website
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Tax Code
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Tax Rate
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Allow Email Notification
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Allow Text Notification
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Customer Contact Name
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Contact Email
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City
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State
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State Code
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Postal Code
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Country
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Country Code