Customers must exist or be created to save a store credit on import. 

To create a new customer on import you must provide a customer name in addition to the customer id. 

You must also set Unmatched Values to ‘Create Missing Item. If the customer name is omitted then the customer id must be matched.

You can select any customer id when importing store credits.

Generally, this will be the customer id from your previous POS system.  



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 Y/N
Default Values
Allowed Values
Max Lenght 
Notes
Store Credit NumberY
ascii DEC 32-126
30
Customer ID
Y
[0-9][A-z]
MicroBiz Customer ID or Alternate ID
Store IDY
[0-9][A-z]


Current BalanceY
[0-9]
Numeric Values 2 maximumNULL =0, no Negatives and no currency symbols allowed
Original ValueN
[0-9]

Numeric Values 2 maximum

Issue DateN
mm-dd-yyy

Expiration DateN
mm-dd-yyy

Customer NameN
ascii DEC 32-126