The attached template can be used to import customers for the first time into MicroBiz Cloud v2.0.
To import data into MicroBiz Cloud, download the attached CSV file, enter or cut/paste information from your current system into the spreadsheet and then import as a CSV into MicroBiz Cloud using the file import wizard (see Settings>Imports). If you need additional help, review the article titles Importing Simple Products via CSV File.
Important: Do not modify the template in any way, such as adding/deleting columns, changing the column headings, or changing the format from CSV.
The following chart provides more information on the import fields:
| Field | Required? | Default Values | Allowed Values | Max Length | Notes |
| Customer ID | N | None | Non-functional on new imports. MicroBiz automatically creates a new ID number on new imports and will not save any ID entered in this field on new customer imports. This field is only used on customer record updates to link to existing records in MicroBiz and is not imported in new uploads. To import IDs from prior POS systems, paste old customer ID in any alternate ID field. | ||
| Customer Name | Y* | None | ascii DEC 32-126 | 255 | Name can be entered as the full name (i.e. First Last ) using this field, or you can use the fields to the right (columns C & E) to enter last name, first name, middle name, and suffix. For example, 'John Smith' can be entered in column B. Note that you need to use either column B or columns C and E, but not both. |
| Last Name | Y* | 100 | The last name field is required if not using the Customer Name field (column B). For example, 'Smith' Note that you need to use either column B or columns C and E, but not both. | ||
| Title (Prefix) | N | 25 | For example, 'Ms.' or 'Dr.' | ||
| First Name | N | 100 | |||
| Middle Name | N | 100 | |||
| Suffix | N | 25 | For example, 'Jr' or 'Esq.' | ||
| Title | Non-functional. Will not import. Leave blank. Entering data will generate error. | ||||
| Status | N | Will default to 'Active' if left blank. | |||
| Birthday | N | YYYY-MM-DD | Must be entered in this format or an error will be generated. | ||
| Pricing group | N | Customer group used for customer-based pricing. Will default to 'Retail' if left blank. | |||
| Tax class | N | Customer tax class is used to calculate special customer-specific tax rates. Will default to 'Taxable (Default)' if left blank. | |||
| Tax exempt flag | N | No | Yes/No | Will default to 'No' if left blank. | |
| Note | N | ascii DEC 32-126 | 16MB | Text field for note that will appear in the Customer Record. | |
| Billing Name | N | ascii DEC 32-126 | 255 | Name displayed on Bill Address tab. Defaults to 'Main Billing' if left blank. | |
| Billing Company | N | ascii DEC 32-126 | 255 | The company name appears on the Details tab and Address tab. | |
| Billing Phone | N | ascii DEC 32-126 | 25 | Can include extensions and formatting. Appears on the Details tab and Address tab. | |
| Billing email | N | ascii DEC 32-126 | 150 | Appears on the Details tab and Address tab. | |
| Billing Mobile | N | [0-9]+ | 25 | Mobile numbers must be entered in E164 format - so all numbers must start with a '+' and have the country's dialing code. For US and Puerto Rico, this would be '+1'. US numbers should have 11 digits and start with a 1. Example of proper formatting: +17027495353. | |
| Billing Address1 | N | ascii DEC 32-126 | 255 | Appears on the Details tab and Address tab. | |
| Billing Address2 | N | ascii DEC 32-126 | 255 | Appears on the Details tab and Address tab. | |
| Billing City | N | ascii DEC 32-126 | 100 | Appears on the Details tab and Address tab. | |
| Billing State | N | ascii DEC 32-126 | 50 | You must use the two character abbreviation for the State or Provence. For example 'California' would be entered as 'CA'. Appears on the Details tab and Address tab. | |
| Billing County | N | ascii DEC 32-126 | 100 | Appears on the Details tab and Address tab. Need to change setting in Advanced Settings>Customer for this field to be active. | |
| Billing Postal Code | N | [0-9][A-z]<space> | 25 | Appears on the Details tab and Address tab. | |
| Billing Country | N | [A-Z] | 2 | Country code can only be two characters. Example: 'US'. For codes, ISO 3166-1 Alpha-2 code | |
| Shipping Name | N | ascii DEC 32-126 | 255 | ||
| Shipping Company | N | ascii DEC 32-126 | 255 | ||
| Shipping Phone | N | ascii DEC 32-126 | 25 | ||
| Shipping email | N | ascii DEC 32-126 | 150 | Non-functional. Does not import. | |
| Shipping Mobile | N | [0-9]+ | 25 | Mobile numbers must be entered in E164 format - so all numbers must start with a '+' and have the country's dialing code. For US and Puerto Rico, this would be '+1'. US numbers should have 11 digits and start with a 1. Example of proper formatting: +17027495353. | |
| Shipping Address1 | N | ascii DEC 32-126 | 255 | ||
| Shipping Address2 | N | ascii DEC 32-126 | 255 | ||
| Shipping City | N | ascii DEC 32-126 | 100 | ||
| Shipping State | N | ascii DEC 32-126 | 50 | See note for Billing State above. | |
| Shipping County | N | ascii DEC 32-126 | 100 | ||
| Shipping Postal Code | N | [0-9][A-z]<space> | 25 | ||
| Shipping Country | N | [A-Z] | 2 | ||
| Alternate ID 1 Name | string | 150 | Name of ID supplied. Example, Loyalty ID. | ||
| Alternate ID 1 | N | [0-9][A-z]<space>, '-' | 100 | Name of ID supplied. Old POS System ID | |
| Alternate ID 2 Name | string | 150 | Non-functional. Does not import. | ||
| Alternate ID 2 | N | [0-9][A-z]<space>, '-' | 100 | Non-functional. Does not import. |
Common Issues/Questions
- How do I import a Customer ID from my prior POS system? Customer IDs from prior POS systems should be entered in one of the two 'Alternate ID' fields. The default names for these fields are MembershipID and OldSystem ID. Unless you want to create a new Customer Alternative ID with your import, you should change the name of these defaults to match the ID that you are trying to enter. For example, if you would like to enter the customer ID from a QuickBooks POS system, you would take the following steps:
- Step One - Change default name of the Customer Alternative ID 1 from 'Membership ID' to 'QuickBooks POS No.' in Settings>Customers>Alternate ID
- Step Two - Enter the following data in the import template. Be sure to match spelling of the Alt ID name or you may create a new Alt ID with the misspelling.
Alternate ID 1 Name: QuickBooks POS No.
Alternate ID 1: 99999999
- Where do I enter the Email and Phone Number displayed on the Details tab? The Billing email and phone numbers will be used to populate the fields on the Details tab.
- What is the difference between the Import New Customers and Update Customers templates and the import process? When importing customers for the first time, MicroBiz will assign a new customer number to each customer record. So there is no Customer ID field in the Import New Customers import template. In the Update Customers template, there is a Customer ID field, which is required. You would enter the MicroBiz Customer ID number in this field, as this is used to match the row in the import template to the customer record in MicroBiz.