Mosaic - Customers Import File - Field Definitions
- Sue Busker
Note: The file must be comma delimited and include the header. All fields must be in the import files, but any fields not required can be left blank. All field names must match those listed below.
AccountNumber,FirstName,LastName,StudentID,AlternateLookupID,EmailAddress,ContactAddress,ContactCity,ContactState,ContactPostalCode,ShippingAddress,ShippingCity,ShippingState,ShippingPostalCode,PrimaryPhone,PrimaryPhoneExtension,SecondaryPhone,SecondaryExtension,IsActive
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. | Benjamin |
LastName | Yes | The customer’s last name. Limit of 50 characters. | Andrews |
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 |
|
|
|
|