The attached template can be used to import updates to customer records previously imported to or created in MicroBiz Cloud v2.0.
To update customer records in MicroBiz Cloud, download the attached CSV file, enter or cut/paste information into the spreadsheet that you want to be updated in the customer record, 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.
Only the Customer ID field is required to update a customer record. This field is used to match the row in the import template to the customer record in MicroBiz. Once the match is made, MicroBiz will take the other data entered in the import template line and overwrite the current data in the mapped MicroBiz customer record. You only need to enter the data in the spreadsheet of what you want to be updated in the customer record. If columns in the template are left blank, there will be no change to the respective fields in MicroBiz.
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 | Y | None | This field is used to link a row being imported to the existing record in MicroBiz. This ID is generated by MicroBiz when the customer record is being created. | ||
| Customer Name | N | 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 to enter last name, first name, middle name, and suffix. For example, 'John Smith' |
| Last Name | N | 100 | The last name field is required if not using the Customer Name field. For example, 'Smith' | ||
| 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.' | ||
| Status | N | Will default to 'Active' if left blank. | |||
| Birthday | N | MM/DD/YYYY | Must be entered in this format or an error will be generated. | ||
| Pricing group | N | Customer group used for customer-based pricing. | |||
| Tax class | N | Customer tax class is used to calculate special customer-specific tax rates. | |||
| Tax-exempt flag | N | No | Yes/No | ||
| Note | N | ascii DEC 32-126 | 16MB | ||
| Billing Name | N | ascii DEC 32-126 | 255 | Name displayed on Bill Address tab. | |
| 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 | Must be valid email format. 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 | 2 | 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] | 5 | 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 | Non-functional. Does not import. | |
| 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] | 5 | ||
| Alternate ID 1 Name | string | 150 | Name of ID supplied. Example, Loyalty ID. | ||
| Alternate ID 1 | N | [0-9][A-z]<space>, '-' | 100 | ||
| Alternate ID 2 Name | string | 150 | Name of ID supplied. Old POS System ID | ||
| Alternate ID 2 | N | [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
- 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 a required field. You need to 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.