Customer imports are comprised of two sections—Information about the customer and the customer’s payment accounts. First and Last Name are required for all Customer Records. All other fields are optional.
You can import one bank account and one credit card account for each Customer Record. These accounts will be labeled as the “default” accounts for this customer. You can add additional accounts, and change the default account, by editing each customer individually. (See Editing Customer Information in Chapter 6 for instructions.)
The following table outlines the required and optional fields for a Customer Record, as well as the bank account and credit card fields that can be included as part of a customer import.
|
You
can include a bank account, a credit card, or both in your Customer
import. However, you may not enter partial information for
a bank account or credit card. |
Required Fields |
Optional Fields |
Bank Account Fields |
Credit Card Account Fields |
First Name Last Name |
Billing Address 1 Billing Address 2 City State/Province Zip/Postal Code Country* Company Alternate Email Phone Alternate Phone Account # Website Shipping Address 1 Shipping Address 2 Shipping City Shipping State Shipping Zip Shipping Country Shipping First Name Shipping Last Name Shipping Company Shipping Contact Phone Shipping Contact Email Notes Customer Custom Fields |
Account
Type Bank Account Number Bank Name Routing Number |
Credit
Card Number Card Type Expiration Date (MM/YY)
Credit Card Billing Zip |
*NOTE: If the Country field is unmapped or left blank, it will default to USA if a billing address is included.
Next Section: One-time Payment Import Requirements >
