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