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There isĪ custom field column for each of the customer's custom fields. If playback doesnt begin shortly, try restarting your device. The name of thisĬolumn is CF- followed by the name of the custom field. Import quantity into locations - 'Add Inventory' Fishbowl Tutorial. The issuable status to override the module option. The name of the QuickBooks class for this customer (created if not found).įlags orders for this customer as To Be Emailed.įlags orders for this customer as To Be Printed. This is displayed when the customer is selected on the Sales Order. The default payment terms for this customer. The account number associated with the customer. Valid options are: "Normal", "Preferred", "Hold Sales", "Hold Shipment", "Hold All". The customer groups that this customer belongs to.Ĭustomer group names are separated by a semi-colon.
Fishbowl inventory imports update#
Value of zero will use the default rate on the currency. This update allows you to do a mass update of product list prices. Only used if currency conversion is turned on.
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The Mobile (or Cell) contact information. Specifies this address as a residential address. The state must already exist in your Fishbowl database. Leave this field and the "AddressName" field blank if you want a job to take the parent's address. Specifies this address as a default address of its type. This is the attention/contact/firstline of the address Leave this field and the "Address" field blank if you want a job to take the parent's address.ĪddressName required to create multiple addresses. Each address to be created must have a unique name. To create a job, the format needs to be "Customer:Job". If it alreadyĮxists, this line will attempt to create a new address. Separators in it - 1234.56 is a valid number, while 1,234.56 is not.ĬSV Fields Used to Import Customers Column Name Numeric - A decimal number greater than or equal to zero.Double quotes in the text value must be doubled to If a field is wrapped, all text must be inside the double Text - May contain any character, but if it contains a line break, comma, or double quote, it must be wrapped in.With the same customer name using an unique address name and address type combination.Īll fields will be one of the following types: To create multiple addresses for a customer during the import, create another line During export, addresses will be found by looking for address This document also describes the format for how data isĮxported. This import allows you to import multiple customers. Importing/Exporting Customers Importing/Exporting Customers Format of the data