Export
Field Name |
Customer
Screen Field Name |
Description |
Id |
Customer
ID |
The
unique Customer ID assigned to the customer record. You can also
use the Customer ID as the database “key” when integrating ReceivablesPro data
with external systems.
NOTE: This is the same Customer ID included in one-time payment
recurring payment, one-time invoice, and invoice schedule export. |
UserName |
User
ID |
The
customer’s User ID for Customer Portal or
Web Payment Page payments.
NOTE: If this field is blank, your
customer has not created a Customer Portal
account.
|
Notes |
Notes |
Any
text you entered in the “Notes” field in the Customer Record. |
CustomerAccount |
Account
# |
This
is your Account number for the customer. |
Contact_Name_FirstName |
Primary
Contact: First name |
The
customer’s first name. |
Contact_Name_LastName |
Primary
Contact: Last name |
The
customer’s last name. |
Contact_CompanyName |
Company |
The
customer’s company name. |
Contact_Phone1 |
Contact
Information: Phone |
The
customer’s main phone number. |
Contact_Phone2 |
Contact
Information: Alt. phone |
The
customer’s alternate phone number. |
Contact_EMail |
Contact
Information: Email |
The
customer’s main email address. This is the address to which receipts,
notifications, and invoices are sent by default. |
Contact_AlterEMail |
Contact
Information: Alt. Email |
An
additional email address saved with the Customer Record. |
Contact_WebSite |
Website |
The
website address saved with the customer record. |
BillingAddress_AddressLine1 |
Billing
Address: Address 1 |
The
first street address line. |
BillingAddress_AddressLine2 |
Billing
Address: Address 2 |
The
second street address line. |
BillingAddress_City |
Billing
Address: City |
Billing
address city. |
BillingAddress_StateCode |
Billing
Address: State/Province |
The
two letter abbreviation for the billing state or province. |
BillingAddress_ZipCode |
Billing
Address: Zip/Postal Code |
The
5 digit U.S. billing zip code or the 6 character Canadian billing
postal code, with no spaces or dashes.
NOTE: U.S. nine digit (zip-4) zip
codes are not currently supported in exports. |
BillingAddress_CountryCode |
Billing
Address: Country |
The
billing address country (US or Canada) |
ShippingAddress_AddressLine1 |
Shipping
Address: Address 1 |
The
first street address line of the shipping address. |
ShippingAddress_AddressLine2 |
Shipping
Address: Address 2 |
The
second street address line of the shipping address. |
ShippingAddress_City |
Shipping
Address: City |
Shipping
address city. |
ShippingAddress_StateCode |
Shipping
Address: State/Province |
The
two letter abbreviation for the shipping state or province. |
ShippingAddress_ZipCode |
Shipping
Address: Zip/Postal Code |
The
5 digit U.S. shipping zip code or the 6 character Canadian shipping
postal code, with no spaces or dashes.
NOTE: U.S. nine digit (zip-4) zip
codes are not currently supported in exports. |
ShippingAddress_CountryCode |
Shipping
Address: Country |
The
shipping address country (US or Canada) |
ShippingContact_Name_FirstName |
Shipping
Information: First name |
The
first name of the shipping contact. |
ShippingContact_Name_LastName |
Shipping
Information: Last name |
The
last name of the shipping contact. |
ShippingContact_CompanyName |
Not
Used |
This
field will always be blank. |
ShippingContact_Phone1 |
Shipping
Information: Phone |
The
main phone number for the shipping contact. |
ShippingContact_Phone2 |
Shipping
Information: Alt phone |
The
alternate phone number for the shipping contact. |
ShippingContact_EMail |
Shipping
Information: Email |
The
main email address for the shipping contact. |
ShippingContact_AlterEMail |
Shipping
Information: Alt. Email |
An
alternate email address for the shipping contact. |
ShippingContact_WebSite |
Not
Used |
This
field will always be blank. |
MasterData_CreatedOn |
Not
exposed |
The
date and time the Customer Record was created. |
Customer
Custom Fields
NOTE: The field name you entered
will be displayed in the Export column header. |
The
same field name as appears in the application. |
Each
of the custom fields you create that are attached to the Customer
module will be included as a separate column in the export. |
