This field reference lists the fields in all worksheets of the Customer Import Template.
You can see whether or not each field is required and a description of valid values or other pertinent information.
Customer worksheet
| Field | Required? | Description |
|---|---|---|
| External ID | No | Enter the
unique identifier for the record from your original system. Note: If you don't provide an external ID, the
application assigns an identifier. However, Viewpoint recommends that you
provide an external ID value for each external data record. Viewpoint Estimating uses the
external ID to map links between imported records. For example, a project is associated with a customer. When you import your external project data, each project may contain a link to a customer using the customer number from your original system. If you used that original customer number as the external ID in the customer external data, the link between the customer and the project will be maintained once you import both sets of data into Viewpoint Estimating. |
| Customer | Yes | Enter a code of up to 8 alphanumeric digits to identify the customer. |
| Customer Name | Yes | Enter the name of the customer. |
| Sort Name | Yes | Enter the
text to use for sorting customer names in lookup lists and reports. Note: If a sort name is not in the import
file, the application assigns a sort name using the first 20 characters
of the customer name, in upper case. |
| Web Site | No | Enter the address of the web site for the customer. |
| E-mail Address | No |
Enter the customer's e-mail address. |
Phone |
No |
Enter the phone number for the customer. |
Fax |
No |
Enter the fax number for the customer. |
Payment Terms |
Yes |
Enter the code for the default payment terms to be used when you create an invoice for this customer. |
Sales Tax Authority |
Yes |
Enter the code of the default sales tax authority to be used when you create an invoice for this customer. Note: If the sales tax authority is not in the import file,
Viewpoint Estimating uses NT, the
Non-Taxable authority, if it exists. If the Non-Taxable authority does
not exist, Viewpoint Estimating
uses the first available tax authority. |
Finance Charge |
No |
Enter the code of the default finance charge to be used when you create an invoice for this customer. |
Statement Type |
Yes |
Indicate the type of statement that will be printed for the customer. |
Customer Classification |
No |
Enter the code of the classification for the customer. |
Status |
Yes |
Enter the status of the customer. |
Memo |
No |
Enter any comments or notes about the customer. |
Tax Exempt Number |
No |
If needed, enter the tax exempt number for the customer. If you enter a tax exempt number, invoices for the customer will default to non-taxable. |
Main Address Street 1 |
No |
Enter the first line of the street portion of the customer's main address. |
Main Address Street 2 |
No |
Enter the second line of the street portion of the customer's main address. |
Main Address City |
No |
Enter the city of the customer's main address. |
Main Address State |
No |
Enter the state or province of the customer's main address. |
Main Address Zip |
No |
Enter the ZIP code or postal code of the customer's main address. |
Main Address Country |
No |
Enter the country of the customer's main address. |
Address worksheet
Use the Address worksheet to specify the default shipping address for each customer.
Field |
Required? |
Description |
|---|---|---|
Customer |
Yes |
Enter a code of up to 8 alphanumeric characters to identify the customer. |
Address Type |
Yes |
Enter Ship To. |
Street 1 |
No |
Enter the first line of the street portion of the shipping address. |
Street 2 |
No |
Enter the second line of the street portion of the shipping address. |
City |
No |
Enter the city for the shipping address. |
State |
No |
Enter the state ( |
Zip |
No |
Enter the ZIP code ( |
Country |
No |
Enter the name of the country for the shipping address. |
) or province
(
) of the customer's shipping
address.Contact worksheet
Use the Contact worksheet to associate contacts with each customer.
Field |
Required? |
Description |
|---|---|---|
Customer |
Yes |
Enter a code of up to 8 alphanumeric characters to identify the customer. |
Contact Type |
Yes |
Enter the code for the contact type for the contact. Note: Contact types are
defined on the Contact Type screen. |
Name |
Yes |
Enter the name of the contact. |
UDF worksheet
Use the UDF worksheet to specify import values for user-defined fields.
The UDF worksheet contains columns for up to 20 user-defined fields (named UDF_01 through UDF_20). You must include a column for each user-defined field that is set up for the corresponding function in the application. The fields must be listed in order, based on their corresponding sort value in the User-Defined Fields screen. The application matches the fields in the worksheet to the fields in the system based on this value. For example, the first UDF column matches to the user-defined field with the lowest sort value in the system; the second column in the worksheet matches to the user-defined field with the second lowest sort value in the system; and so on.
Field |
Required? |
Description |
|---|---|---|
Customer |
Yes |
Enter the code of the customer. |
Company |
Yes |
Enter the code of the company for the subcontract. |
Project |
No |
Enter the code of the project for the subcontract. |
Subcontract |
Yes |
Enter the code of the subcontract. |
UDF_01 through UDF_20 |
Conditional |
Enter a value for each user-defined field. Note: Viewpoint Estimating
determines how to validate the value in each column based on the
corresponding field's definition. |