V9 - Customer column descriptions for bulk edits

Column descriptions are listed in the order they appear on the spreadsheet. When entering data, follow the examples included in the exported file. 

CustomerId. Unique identifier assigned by SOS when added to the system. Do not change. Existing customers have IDs. Leave this field blank when adding new customers.

Name. Customer's name (individual or company). Must be unique. Avoid duplicate names. (Maximum length: 100 characters)

CompanyName. Name of the customer's business, if applicable. Leave blank if company name is entered in the Name column to prevent duplicate name information from appearing on PDFs of customer-facing transactions. If the company name has a designator (for example, "Inc.," "Ltd.," or "LLC") as well as a trade name ("doing business as" or "DBA"), add the designator in Name and enter the trade name in CompanyName.

Contact fields: Leave the set of fields below blank if the customer contact is the same as Name to prevent duplicate name information from appearing on PDFs of customer-facing transactions.

• Salutation. The title of the customer contact. Examples: Mr., Mrs., Ms., President, Dr. 
• FirstName. The first name of the customer contact. 
• MiddleName. The middle name or initial of the customer contact. 
• LastName. The last name of the customer contact. 
• Suffix. A set of letters or words placed at the end of the name of the customer contact. Examples: Jr., Ph.D., C.P.A., M.D.

Billing address fields: Specify the customer's default billing address in the fields below.

• BillAddressLine1 through BillAddressLine5. Use up to five lines for the customer's street address, post office box, attention line, etc. Do not include customer or company names, city, state, postal code, or country. 
• BillAddressCity. The city of the customer's billing address.
• BillAddressState. The state or province of the customer's billing address. 
• BillAddressPostalCode. The postal code of the customer's billing address. 
• BillAddressCountry. The country of the customer's billing address. 

Shipping address fields: Specify the customer's default shipping address in the fields below.

• ShipAddressLine1 through ShipAddressLine5. Use up to five lines for the customer's street address, post office box, attention line, etc. Do not include customer or company names, city, state, postal code, or country.
• ShipAddressCity. The city of the customer's shipping address.
• ShipAddressState. The state or province of the customer's shipping address. If your company's SOS Inventory account is integrated with ShipStation, use a valid two-digit state code.
• ShipAddressPostalCode. The postal code of the customer's shipping address.
• ShipAddressCountry. The country of the customer's shipping address. If your company's SOS Inventory account is integrated with ShipStation, use a valid two-digit country code.

PrintAs. Ignore this field, as this information is set in QuickBooks Online.

Phone numbers: Use a consistent format for all phone numbers, such as (822) 465-0000.

• Phone. The customer's primary phone number.
• Mobile. The customer's mobile phone number. 
• Pager. Do not enter anything in this field.
• AltPhone. An alternate phone number for contacting a customer. 
• Fax. The customer's fax number. 

Email. The customer's email address. At a minimum, you must follow the standard email format, a@b.c.

ResaleNumber. An information-only field. A government-issued number that allows your customers to avoid paying sales taxes on items they purchase for resale. This number does not sync to QuickBooks Online.

DeliveryMethod. Ignore this field, as it is set in QuickBooks Online. 

IsStatementWithParent. On accounts that are sub-customers of a parent customer, specifies whether bills pertaining to the sub-customer are to be paid by the parent. If TRUE, the sub-customer's bill will be sent to the parent's billing address; if FALSE, the bill will be sent to the sub-customer's billing address. The default is FALSE.

Deleted. Ignore this column. If you need to delete a customer, you must delete the customer record using the Delete action or batch action on the Customers list (Operations > Sales > Customers), and then sync.

WebsiteURl. The URL of the customer's website. Use the prefix http:// or https:// when entering the website.

BusinessLicense. A customer's government-issued business license number. It does not sync to QuickBooks Online.

ContractorNumber. A government-issued license number that permits a customer to perform contract services. This number does not sync to QuickBooks Online.

FoundUsVia. The avenue through which the customer learned about your company. This information does not sync to QuickBooks Online.

Notes. Internal notes about this customer. This field is on sales transactions, and if edited, will update the customer definition upon save. The notes do not appear on a copy of a transaction that a customer receives, as long as the Notes field is not added to the form template of those transactions. (Maximum length: 1000 characters)

Taxable. Indicates whether a customer is taxable. Enter TRUE if the customer is taxable, FALSE if the customer is tax-exempt. TRUE is the default.

Archived. Indicates whether the customer has been archived. Enter TRUE to archive the customer, FALSE to make the customer active.

CreditHold. Indicates whether new sales may be entered for a customer. If a customer is not paying their invoices, you can set this option to TRUE. FALSE is the default.

PriceGroup. The price tier assigned to this customer. The case, spelling, and spacing of the tier name must match the name in the Price tiers list (Tools & settings > Configuration > Lists > Price tiers).

Terms. Established terms of payment with a customer. The case, spelling, and spacing of the payment terms entered must match the name in the Terms list (Tools & settings > Configuration > Lists > Terms). 

SalesRep. The name of the sales representative assigned to the customer. The case, spelling, and spacing of the sales representative must match the name in the Sales reps list (Tools & settings > Configuration > Lists > Sales reps).

TaxCode. The tax code for this customer. Must match in case, spelling, and spacing a valid tax code from the Tax Codes list (Sync > Tax Codes).

Currency. The currency used in transactions with the customer, as indicated by its associated three-letter currency code (e.g., USD, CAD). This field is relevant only if your company has enabled the Multicurrency feature (Tools & settings > Configuration > Company > Accounting). The currency cannot be changed in a bulk edit for an existing customer. In this case, you must first delete the existing customer record in SOS Inventory, then sync it to QuickBooks Online. Once that is completed, you can create a new cusotmer profile in SOS or in a bulk edit with the correct currency.

PaymentMethod. The default payment method for customer payments. The case, spelling, and spacing of the payment method must match the name in the Payment methods list (Tools & settings > Configuration > Lists > Payment methods).

Parent. If the customer is a sub-customer, the name of its parent customer. If you are adding a brand-new company/parent relationship, enter the parent customer data in the spreadsheet first, then add the sub-customer. 

CustomerType. The type of customer (e.g., Wholesale, Retail, Online, etc.). The case, spelling, and spacing of the customer type must match the name in the Customer types list (Tools & settings > Configuration > Lists > Customer types).

TaxExemptReasonId. If you use QuickBooks Online's automated sales tax and entered FALSE in the SOS Inventory spreadsheet's Taxable field (indicating that the customer is tax-exempt), you must enter a number code in the TaxExemptReasonId field, as shown in the chart below. Enter the ID number only. Do not enter the Reason description. If you do not use QuickBooks Online's automated sales tax feature, SOS Inventory will ignore this column upon import.

Custom fields. User-defined fields. If you have any custom fields, they appear in alphabetical order, after all the standard SOS Inventory fields. You must match the data type defined in your system's custom field. If the only changes you are making on a row for a customer is in a custom field column, then you must change something in a standard field–for example, add a “.” to the Notes field for the item.