Customer List Fields (Import/Export)

Customer ID

Y

Alphanumeric - Customer ID number

Customer Name

Y

Alphanumeric - Customer bill to name

Prospect

Y

Boolean - Prospect check box; valid choices are [True] or [False], where True=Prospect, False=Customer.

Inactive

Y

Boolean - Inactive check box; valid choices are [True] or [False], where True=Inactive and False=Active.

Bill to Contact First Name

Y

Alphanumeric - Bill To contact first name

Bill to Address-Line One

Y

Alphanumeric - Customer bill to address, line one.

Bill to Address-Line Two

Y

Alphanumeric - Customer bill to address, line two.

Bill to City

Y

Alphanumeric - Customer bill to city

Bill to State

Y

Alphanumeric - Customer bill to state

Bill to Zip

Y

Alphanumeric - Customer bill to ZIP Code

Bill to Country

Y

Alphanumeric - Customer bill to country

Bill to Sales Tax ID

Y

Alphanumeric - Customer bill to Sales Tax ID

Ship to Address 1-20 - Line One

Y

Alphanumeric - Contact ship to address, line one.

Ship to Address 1-20 - Line Two

Y

Alphanumeric - Contact ship to address, line two.

Ship to City 1-20

Y

Alphanumeric - Contact ship to city

Ship to State 1-20

Y

Alphanumeric - Contact ship to state

Ship to Zipcode 1-20

Y

Alphanumeric - Contact ship to ZIP Code

Ship to Country 1-20

Y

Alphanumeric - Contact ship to country

Ship to Sales Tax ID 1-20

Y

Alphanumeric - Contact ship to Sales Tax ID

Customer Type

Y

Alphanumeric - Customer type category

Telephone 1

Y

Alphanumeric- Customer phone number 1

Telephone 2

Y

Alphanumeric- Customer phone number 1

Fax Number

Y

Alphanumeric - Customer fax number

Customer Email

Y

Alphanumeric - Customer email address (use the [email protected] format)

Sales Representative ID

Y

Alphanumeric - Customer sales representative ID

Account # (Sage 50 Premium Accounting and higher)

Y

Alphanumeric -Number that identifies the customer's account with your company

G/L Sales Account

Y

Alphanumeric - Sales/Revenue account no.; must be a valid account number from your Chart of Accounts

Open Purchase Order Number

Y

Alphanumeric - customer's open PO number

Ship Via

Y

Numeric (Whole) - Customer default ship method, as set up in Maintain Default Information, Inventory Items. Valid numbers are 0 through 9.

Resale Number

Y

Alphanumeric - Customer resale number

Pricing Level

Y

Numeric (Whole) - This is the customer pricing level as listed on the Invoice Defaults tab under Customer Maintenance; valid numbers are 0 through 9.

5 price levels are the minimum.

10 price levels (Sage 50 Premium Accounting and higher)

Use Standard Terms

Y

Boolean - Use Standard Terms check box; valid choices are [True] or [False].

C.O.D. Terms

Y

Boolean - Customer Terms, C.O.D. check box; valid choices are [True] or [False]. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Prepaid Terms

Y

Boolean - Customer Terms, Prepaid check box; valid choices are [True] or [False]. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Terms Type

Y

Boolean - Customer Terms, Due on Day of Month OR Due in # of Days; valid choices are [True] or [False]. True = Due on Day of Month, False = Due in # of Days. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Due Days

Y

Numeric (Whole) - Customer Terms, Due Days; this field is Due on the x day of next month OR Net due in x days based on the Terms Type. If it's due on x day of next month, then valid number are 0 to 31. <more>

If it's net due in x days, valid numbers are 0 through 999. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Discount Days

Y

Numeric (Whole) - Customer Terms, Discount Days; valid number are 0 through 999. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Discount Percent

Y

Numeric (Real) - Customer Terms, Discount Percent; use 0.00 through 100.00. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Credit Limit

Y

Numeric (Real) - Customer Terms, Credit Limit. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Credit Status

Y

Numeric (Whole) - valid numbers are 0-4 where:

0=No Credit Limit

1=Notify Over Limit

2=Always Notify

3=Hold Over Limit

4=Always Hold

If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Charge Finance Charges

Y

Bo mer Terms, Charge Finance Charges check box; valid choices are [True] or [False]. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Due Month End Terms

Y

Boolean – Customer Terms, Due at end of month. Valid choices are [True] or [False]. True = Due at end of month, False = not Due at end of month. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Form Delivery Method

Y

Numeric (Whole) - valid numbers are 0 and 1, where 0=Paper and 1=Email (entered on Maintain Customers/Prospects, Sales Info tab)

Include Sales Rep

Y

Boolean – valid choices are [True] or [False]. True = CC Sales Rep, False = do not CC Sales Rep (entered on Maintain Customer/Prospects, Sales Info tab)

Cardholder's Name

Y

Alphanumeric - Name on credit card entered for the customer.

Credit Card Address Line 1

Y

Alphanumeric – Billing address line 1 for the credit card.

Credit Card Address Line 2

Y

Alphanumeric – Billing address line 2 for the credit card.

Credit Card City

Y

Alphanumeric – Billing city for the credit card.

Credit Card State

Y

Alphanumeric – Billing state for the credit card.

Credit Card Zip Code

Y

Alphanumeric – Billing zip code for the credit card.

Credit Card Country

Y

Alphanumeric – Billing country for the credit card.

Credit Card Information

Y

This includes 4 fields:

Credit Card Stored Reference -This is an alphanumeric GUID that is used by Sage 50 behind the scenes to link with Sage Exchange.

Merchant ID - This is an alphanumeric ID that is necessary for entering and processing credit cards from within Sage 50. This ID is entered in Services>Credit Card Processing.

Last Known CC Number - Masked value for the credit card number that was entered for this customer. Format is XXXX-XXXX-XXXX-NNNN (where NNNN is the last 4 digits of the credit card number).

Last Known CC Expiration Date - Expiration Date for the credit card that was entered for this customer. Must be in MM/YYYY (month/year) format.

Use Receipt Settings

Y

Boolean - valid choices are [True] or [False]. True=Use payment method and cash account from last saved receipt. False=Use payment method and cash account designated on the Payment & Credit tab in Maintain Customers.

Customer Payment Method

Y

Alphanumeric - The text value of what is entered or selected in the Payment Method field if Use Receipt Settings =False.

Customer Cash Account

Y

Alphanumeric - The text value of what is entered or selected in the Cash Account field if the Use Receipt Setting=False.

Label for Customer Custom Field 1

(entered in Customer Defaults)

Y

Alphanumeric - The text value of what is entered in customer custom field 1 in Maintain Customers/Prospects.

Label for Customer Custom Field 2

(entered in Customer Defaults)

Y

Alphanumeric - The text value of what is entered in customer custom field 2 in Maintain Customers/Prospects.

Label for Customer Custom Field 3

(entered in Customer Defaults)

Y

Alphanumeric - The text value of what is entered in customer custom field 3 in Maintain Customers/Prospects.

Label for Customer Custom Field 4

(entered in Customer Defaults)

Y

Alphanumeric - The text value of what is entered in customer custom field 4 in Maintain Customers/Prospects.

Label for Customer Custom Field 5

(entered in Customer Defaults)

Y

Alphanumeric - The text value of what is entered in customer custom field 5 in Maintain Customers/Prospects.

Customer Since Date

Y

Date - The date the customer is added to the system. Must be in ##/##/## (month/day/yr) date format.

Last Invoice Date

N

Date - The date of last invoice. Must be in ##/##/## (month/day/yr) date format.

Last Invoice Amount

N

Numeric (Real) - The amount of last invoice. This field is used for exporting only.

Last Payment Date

N

Date - The date of last payment. Must be in ##/##/## (month/day/yr) date format.

Last Payment Amount

N

Numeric (Real) - The amount of last payment. This field is used for exporting only.

Last Statement Date

Y

Date - The date of last statement run. Must be in ##/##/## (month/day/yr) date format.

Current Balance

N

Numeric (Real) - Current accumulated Balance forward for customer.

Sales-Period End xx/xx/xx (there can be up to 39 periods, depending on your company setup)

N

Numeric (Real) - Sales per period. This field is used for exporting only.

Receipts-Period End xx/xx/xx (there can be up to 39 periods, depending on your company setup)

N

Numeric (Real) - Receipts/Cash per period. This field is used for exporting only.

Customer Web Site

Y

Alphanumeric - Customer Web site address (for example, www.company.com)