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:  



FieldRequired?Default ValuesAllowed ValuesMax LengthNotes
Customer IDYNone

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 NameN
Noneascii DEC 32-126255Name 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 NameN


100The 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 NameN

100
Middle NameN

100
SuffixN

25For example, '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 for customer-based pricing.  
Tax classN


Customer tax class is used to calculate special customer-specific tax rates. 
Tax-exempt flagNNo Yes/No

NoteN
ascii DEC 32-12616MB
Billing NameN
ascii DEC 32-126255Name displayed on Bill Address tab. 
Billing CompanyN
ascii DEC 32-126255The company name appears on the Details tab and Address tab.
Billing PhoneN
ascii DEC 32-12625Can include extensions and formatting.  Appears on the Details tab and Address tab.
Billing emailN
ascii DEC 32-126150Appears on the Details tab and Address tab.
Billing MobileN
[0-9]+25Appears on the Details tab. 
Billing Address1N
ascii DEC 32-126255Appears on the Details tab and Address tab.
Billing Address2N
ascii DEC 32-126255Appears on the Details tab and Address tab.
Billing CityN
ascii DEC 32-126100Appears on the Details tab and Address tab.
Billing StateN
ascii DEC 32-12650Appears on the Details tab and Address tab.
Billing CountyN
ascii DEC 32-126100Appears on the 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 the Details tab and Address tab.
Billing CountryN
[A-Z]5ISO 3166-1 Alpha-2 code
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

  • 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.