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:  



FieldRequired?Default ValuesAllowed ValuesMax LengthNotes
Customer IDNNone

Non-functional on new imports.  This field is only used on customer record updates to link to existing record 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 NameY*Noneascii DEC 32-126255Name can be entered as the full name (i.e. First Last ) using this field, or your can use the fields to the right to enter last name, first name, middle name and suffix.  Example, 'John Smith'
Last NameY*

100Last name field is required if not using the Customer Name field.  Example, 'Smith'
Title (Prefix)N

25
Example, 'Ms.' or 'Dr.'
First NameN

100
Middle NameN

100
SuffixN

25Example, 'Jr' or 'Esq.'
StatusN


Will default to 'Active' if left blank.
BirthdayN
MM/DD/YYYY
Must be entered in this format or an error will be generated.
Pricing groupN


Customer group used used for customer-based pricing.  Will default to 'Retail' if left blank.
Tax classN


Customer tax class used to calculate special customer-specific tax rates.  Will default to 'Taxable (Default)' if left blank.
Tax exempt flagNNo Yes/No
Will default to 'No' if left blank.
NoteN
ascii DEC 32-12616MB
Billing NameN
ascii DEC 32-126255Name displayed on Bill Address tab.  Defaults to 'Main Billing' if left blank.
Billing CompanyN
ascii DEC 32-126255Company name which appears on Details tab and Address tab.
Billing PhoneN
ascii DEC 32-12625Can include extensions and formatting.  Appears on Details tab and Address tab.
Billing emailN
ascii DEC 32-126150Appears on Details tab and Address tab.
Billing MobileN
[0-9]+25Appears on Details tab. 
Billing Address1N
ascii DEC 32-126255Appears on Details tab and Address tab.
Billing Address2N
ascii DEC 32-126255Appears on Details tab and Address tab.
Billing CityN
ascii DEC 32-126100Appears on Details tab and Address tab.
Billing StateN
ascii DEC 32-12650Appears on Details tab and Address tab.
Billing CountyN
ascii DEC 32-126100Appears on Details tab and Address tab.  Need to change setting in Advanced Settings>Customer for this field to be active.
Billing Postal CodeN
[0-9][A-z]<space>25Appears on Details tab and Address tab.
Billing CountryN
[A-Z]5ISO 3166-1 Alpha-2 codes
Shipping NameN
ascii DEC 32-126255
Shipping CompanyN
ascii DEC 32-126255
Shipping PhoneN
ascii DEC 32-12625
Shipping emailN
ascii DEC 32-126150Non-functional.  Does not import.
Shipping MobileN
[0-9]+25Non-functional.  Does not import.
Shipping Address1N
ascii DEC 32-126255
Shipping Address2N
ascii DEC 32-126255
Shipping CityN
ascii DEC 32-126100
Shipping StateN
ascii DEC 32-12650
Shipping CountyN
ascii DEC 32-126100
Shipping Postal CodeN
[0-9][A-z]<space>25
Shipping CountryN
[A-Z]5
Alternate ID 1 Name

string150Name of ID supplied. Example,  Loyalty ID. 
Alternate ID 1N
[0-9][A-z]<space>, '-'100
Alternate ID 2 Name

string150Name of ID supplied.  Old POS System ID 
Alternate ID 2N
[0-9][A-z]<space>, '-'100


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. For example, the customer ID from a QuickBooks POS system would be entered as follows:

           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 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.