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Importing Customers

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.
Requires an exact match with the desired Customer's name (for updating).

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.    
Email 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