The following is an explanation of each of the fields you can provide when importing Customers.
| Field Name | Required? | Maximum length | Description | Accepted Values | Additional Information |
| Active? | No | N/A | Denotes if this Customer is active or inactive. | Active Inactive |
Requires an exact match with one of the accepted values. All records are automatically set to Active when created; they cannot be created and set to inactive in the same import. |
| Customer Name* | YES | 100 characters | The name of this Customer. |
Key field. |
|
| Customer ID | No | 100 characters | An alternative identifier for this Customer defined by you and/or a third-party system. | ||
| Parent Customer Name | No | 100 characters | The name of this Customer's parent. | Requires an exact match with the desired Customer's name. The desired Customer must be active in Bill.com, or created during the same import. |
|
| Parent Customer ID | No | 100 characters | An alternative identifier for this Customers parent defined by you and/or a third-party system. | ||
| Company Name | No | 250 characters | The full name of this Customer's company. | ||
| First Name | No | 100 characters | The first name of the primary contact for this Customer. | ||
| Last Name | No | 100 characters | The last name of the primary contact for this Customer. | ||
| Account Number | No | 100 characters | The identifier that denotes this Customer's account with you. | ||
| Billing Address | No | 500 characters | The first line of this Customer's billing address. | ||
| billAddress2 | No | 500 characters | The second line of this Customer's billing address. | ||
| billAddress3 | No | 500 characters | The third line of this Customer's billing address. | ||
| billAddress4 | No | 500 characters | The fourth line of this Customer's billing address. | ||
| City | No | 255 characters | The city of this Customer's billing address. | ||
| State | No | 255 characters | The state or province of this Customer's billing address. | ||
| Country | No | 255 characters | The country of this Customer's billing address. | ||
| Zip | No | 20 characters | The zip code or postal code of this Customer's billing address. | ||
| Shipping Address | No | 500 characters | The first line of this Customer's shipping address. | ||
| shipAddress2 | No | 500 characters | The second line of this Customer's shipping address. | ||
| shipAddress3 | No | 500 characters | The third line of this Customer's shipping address. | ||
| shipAddress4 | No | 500 characters | The fourth line of this Customer's shipping address. | ||
| Customer City | No | 255 characters | The city of this Customer's shipping address. | ||
| Customer State | No | 255 characters | The state or province of this Customer's shipping address. | ||
| Customer Country | No | 255 characters | The country of this Customer's shipping address. | ||
| Customer Zip | No | 20 characters | The zip code or postal code of this Customer's shipping address. | ||
| No | 1023 characters | The email address for this Customer. | Must be formatted as email address: e.g. name@domain.com | ||
| Phone | No | 40 characters | The phone number for this Customer. | ||
| Alternate Phone | No | 40 characters | An alternate phone number for this Customer. | ||
| Fax | No | 40 characters | The fax number for this Customer. | ||
| Description | No | 4000 characters | The description of this Customer. | ||
|
Print As |
No | N/A | How this company/customer should be displayed/printed on the invoice | ||
|
Type |
No | N/A | Type of Customer | Company Individual |
Note
- Customer balances cannot be imported - balances are based off of invoices in Bill.com
- Maximum character length - subject to the amount allowed in your accounting software