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Field | Required? | Definition/Notes | Example |
|---|---|---|---|
AccountNumber | No | The unique identifier for the customer. It may be the student ID. If not provided, Mosaic will assign a number using the Mosaic sequence format: Cust-#######. Please note: if you will be importing accounts and balances for customers, this field is required. | 1234567890 |
FirstName | Yes | The customer’s first name. Limit of 50 characters. | AndrewsBenjamin |
LastName | Yes | The customer’s last name. Limit of 50 characters. | BenjaminAndrews |
StudentID | No | If not using the Account Number field for student ID, it can be placed in this field. | ABC-1234567 |
AlternateLookupID | No | Additional ID field, if needed. | Ben in HR |
EmailAddress | No | The customer’s email address. Must be in valid email format. | |
ContactAddress | No | The customer’s street address. | 123 Main St. Suite 402 |
ContactCity | No | The city for the customer’s contact address. | Anytown |
ContactState | No | The state for the customer’s contact address. State must be provided as a valid 2-character abbreviation. | NY |
ContactPostalCode | No | The zip code for the customer’s contact address. | 12345 |
ShippingAddress | No | The customer’s street address for shipping. | 456 Main St. |
ShippingCity | No | The city for the customer’s shipping address. | Anytown |
ShippingState | No | The state for the customer’s shipping address. State must be provided as a valid 2-character abbreviation. | NY |
ShippingPostalCode | No | The zip code for the customer’s shipping address. | 12345-6789 |
PrimaryPhone | No | The customer’s phone number. | 555-555-5555 |
PrimaryPhoneExtension | No | The customer’s extension at the primary phone number. | 123 |
Secondaryphone | No | An additional phone number for the customer. | 555-555-5554 |
SecondaryExtension | No | The customer’s extension at the secondary phone number. | 456 |
IsActive | No | Yes or No. If left blank, the default value will be Yes. | Yes |