What are the Customer list fields for Import/Export?

Field Name

Import?

Description of Field

Limit

Customer ID

Y

Alphanumeric - Customer ID number

Up to 20 characters

Customer Name

Y

Alphanumeric - Customer bill to name

Up to 39 characters

Prospect

Y

Boolean - Prospect checkbox; valid choices are [True] or [False], where True=Prospect, False=Customer.

Inactive

Y

Boolean - Inactive checkbox; valid choices are [True] or [False], where True=Inactive and False=Active.

Bill to Contact First Name

Y

Alphanumeric - Bill To contact first name

Up to 15 characters

Bill to Contact Last Name

Y

Alphanumeric - Bill To contact last name

Up to 20 characters

Bill to Address-Line One

Y

Alphanumeric - Customer bill to address, line one.

Up to 30 characters

Bill to Address-Line Two

Y

Alphanumeric - Customer bill to address, line two.

Up to 30 characters

Bill to City

Y

Alphanumeric - Customer bill to city

Up to 20 characters

Bill to State

Y

Alphanumeric - Customer bill to state

Up to 2 characters

Bill to Zip

Y

Alphanumeric - Customer bill to ZIP Code

Up to 12 characters

Bill to Country

Y

Alphanumeric - Customer bill to country

Up to 15 characters

Bill to Sales Tax ID

Y

Alphanumeric - Customer bill to Sales Tax ID

Up to 8 characters

Ship to Address 1-20 - Line One

Y

Alphanumeric - Contact ship to address, line one.

Up to 30 characters

Ship to Address 1-20 - Line Two

Y

Alphanumeric - Contact ship to address, line two.

Up to 30 characters

Ship to City 1-20

Y

Alphanumeric - Contact ship to city

Up to 20 characters

Ship to State 1-20

Y

Alphanumeric - Contact ship to state

Up to 2 characters

Ship to Zipcode 1-20

Y

Alphanumeric - Contact ship to ZIP Code

Up to 12 characters

Ship to Country 1-20

Y

Alphanumeric - Contact ship to country

Up to 15 characters

Ship to Sales Tax ID 1-20

Y

Alphanumeric - Contact ship to Sales Tax ID

Up to 8 characters

Customer Type

Y

Alphanumeric - Customer type category

Up to 8 characters

Telephone 1

Y

Alphanumeric - Customer phone number 1

Up to 20 characters

Telephone 2

Y

Alphanumeric - Customer phone number 1

Up to 20 characters

Fax Number

Y

Alphanumeric - Customer fax number

Up to 20 characters

Customer E-mail

Y

Alphanumeric - Customer e-mail address (use the [email protected] format)

Up to 64 characters

Sales Representative ID

Y

Alphanumeric - Customer sales representative ID

Up to 20 characters

Account # (Sage 50 Complete Accounting and higher only)

Y

Alphanumeric -Number that identifies the customer's account with your company

Up to 32 characters

G/L Sales Account

Y

Alphanumeric - Sales/Revenue account no.; must be a valid account number from your Chart of Accounts

Up to 15 characters

Open Purchase Order Number

Y

Alphanumeric - customer's open PO number

Up to 20 characters

Ship Via

Y

Numeric (Whole) - Customer default ship method, as set up in Maintain Default Information, Inventory Items. Valid numbers are 0 through 9.

Resale Number

Y

Alphanumeric - Customer resale number

Up to 20 characters

Pricing Level

Y

Numeric (Whole) - This is the customer pricing level as listed on the Invoice Defaults tab under Customer Maintenance; valid numbers are 0 through 9.

Note: In Sage 50 Complete Accounting and higher, you can have up to 10 price levels. Sage 50 Pro Accounting and Sage 50 First Accounting only permit five price levels.

Use Standard Terms

Y

Boolean - Use Standard Terms check box; valid choices are [True] or [False].

C.O.D. Terms

Y

Boolean - Customer Terms, C.O.D. checkbox; valid choices are [True] or [False]. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Prepaid Terms

Y

Boolean - Customer Terms, Prepaid checkbox; valid choices are [True] or [False]. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Terms Type

Y

Boolean - Customer Terms, Due on Day of Month OR Due in # of Days; valid choices are [True] or [False]. True = Due on Day of Month, False = Due in # of Days. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Due Days

Y

Numeric (Whole) - Customer Terms, Due Days; this field is Due on the x day of next month OR Net due in x days based on the Terms Type. If it's due on x day of next month, then valid number are 0 to 31.

If it's net due in x days, the valid numbers are 0 through 999. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Discount Days

Y

Numeric (Whole) - Customer Terms, Discount Days; valid number are 0 through 999. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Discount Percent

Y

Numeric (Real) - Customer Terms, Discount Percent; use 0.00 through 100.00. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Credit Limit

Y

Numeric (Real) - Customer Terms, Credit Limit. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Credit Status

Y

Numeric (Whole) - valid numbers are 0-4 where:

0=No Credit Limit

1=Notify Over Limit

2=Always Notify

3=Hold Over Limit

4=Always Hold

If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Charge Finance Charges

Y

Boolean – Customer Terms, Charge Finance Charges check box; valid choices are [True] or [False]. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Due Month End Terms

Y

Boolean – Customer Terms, Due at end of month. Valid choices are [True] or [False]. True = Due at end of month, False = not Due at end of month. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Form Delivery Method

Y

Numeric (Whole) - valid numbers are 0 and 1, where 0=Paper and 1=E-mail (entered on Maintain Customers/Prospects, Sales Info tab)

Include Sales Rep

Y

Boolean – valid choices are [True] or [False]. True = CC Sales Rep, False = do not CC Sales Rep (entered on Maintain Customer/Prospects, Sales Info tab)

Cardholder's Name

Y

Alphanumeric - Name on credit card entered for the customer.

Up to 39 characters

Credit Card Address Line 1

Y

Alphanumeric – Billing address line 1 for the credit card.

Up to 30 characters

Credit Card Address Line 2

Y

Alphanumeric – Billing address line 2 for the credit card.

Up to 30 characters

Credit Card City

Y

Alphanumeric – Billing city for the credit card.

Up to 30 characters

Credit Card State

Y

Alphanumeric – Billing state for the credit card.

Up to 20 characters

Credit Card Zip Code

Y

Alphanumeric – Billing zip code for the credit card.

Up to 12 characters

Credit Card Country

Y

Alphanumeric – Billing country for the credit card.

Up to 15 characters

Credit Card Information

Y

This includes 4 fields:

Credit Card Stored Reference -This is an alphanumeric GUID that is used by Sage 50 behind the scenes to link with Sage Exchange.

Merchant ID - This is an alphanumeric ID that’s necessary for entering and processing credit cards from within Sage 50. This ID is entered in Services>Credit Card Processing.

Last Known CC Number - Masked value for the credit card number that was entered for this customer. The format is XXXX-XXXX-XXXX-NNNN (where NNNN is the last 4 digits of the credit card number).

Last Known CC Expiration Date - Expiration Date for the credit card that was entered for this customer. Must be in MM/YYYY (month/year) format.

Use Receipt Settings

Y

Boolean - valid choices are [True] or [False]. True=Use payment method and cash account from last saved receipt. False=Use payment method and cash account designated on the Payment & Credit tab in Maintain Customers.

Customer Payment Method

Y

Alphanumeric - The text value of what is entered or selected in the Payment Method field if Use Receipt Settings =False.

Up to 20 characters.

Customer Cash Account

Y

Alphanumeric - The text value of what is entered or selected in the Cash Account field if the Use Receipt Setting=False.

Up to 15 characters.

Label for Customer Custom Field 1

(entered in Customer Defaults)

Y

Alphanumeric - The text value of what is entered in customer custom field 1 in Maintain Customers/Prospects.

Up to 40 characters

Label for Customer Custom Field 2

(entered in Customer Defaults)

Y

Alphanumeric - The text value of what is entered in customer custom field 2 in Maintain Customers/Prospects.

Up to 40 characters

Label for Customer Custom Field 3

(entered in Customer Defaults)

Y

Alphanumeric - The text value of what is entered in customer custom field 3 in Maintain Customers/Prospects.

Up to 40 characters

Label for Customer Custom Field 4

(entered in Customer Defaults)

Y

Alphanumeric - The text value of what is entered in customer custom field 4 in Maintain Customers/Prospects.

Up to 40 characters

Label for Customer Custom Field 5

(entered in Customer Defaults)

Y

Alphanumeric - The text value of what is entered in customer custom field 5 in Maintain Customers/Prospects.

Up to 40 characters

Customer Since Date

Y

Date - The date the customer is added to the system. Must be in ##/##/## (month/day/yr) date format.

Last Invoice Date

N

Date - The date of last invoice. Must be in ##/##/## (month/day/yr) date format.

Last Invoice Amount

N

Numeric (Real) - The amount of the last invoice. This field is used for exporting only.

Last Payment Date

N

Date - The date of last payment. Must be in ##/##/## (month/day/yr) date format.

Last Payment Amount

N

Numeric (Real) - The amount of last payment. This field is used for exporting only.

Last Statement Date

Y

Date - The date of the last statement run. Must be in ##/##/## (month/day/yr) date format.

Current Balance

N

Numeric (Real) - Current accumulated Balance forward for customer.

Sales-Period End xx/xx/xx (there can be up to 39 periods, depending on your company setup)

N

Numeric (Real) - Sales per period. This field is used for exporting only.

Receipts-Period End xx/xx/xx (there can be up to 39 periods, depending on your company setup)

N

Numeric (Real) - Receipts/Cash per period. This field is used for exporting only.

Customer Web Site

Y

Alphanumeric - Customer Web site address (for example, www.company.com)

Up to 255 characters

ID Replacement

Y

Numeric (Whole) - valid numbers are 0-2, where 0 = Don't replace item ID, 1=Replace item ID with UPC/SKU, 2= Replace item ID with part number (This selection is made on the Sales Info tab and is only in Sage 50 Premium Accounting and higher.)