Import Customer or Vendor

You can use customer/vendor import function to add more than one customer/vendor at once.

Main Menu > Cust/Vendor > Biz Partner > Cust/Vendor Import
Download and fill out the Excel;
Fill in Information;
In Select Spreadsheet for Importing, choose your completed Excel file from your computer, and then click Import this Spreadsheet;

Tips

Please follow the format of Excel system provided, the definition of fields are as below:

Field Name	Description
IsCustomer	Fill in "Y" for Customer, otherwise fill in "N"
CustomerNum	Fill in Customer number if you have; or just leave it blank, system will generate a new customer number for each customer.
IsVendor	Fill in "Y" for Vendor, otherwise fill in "N"
VendorAccessCode	Fill in a short code for your vendor
CompanyName	The name of your customer
WebSite	Customer's website
AddressCode	Fill in a short name for address, e.g. office, shop, warehouse, etc.
Address	Customer's address
City	City of the address
State	State of the address
PostalCode	Postal Code of the address
Country	Country of the address
Phone	Contact number
Phone 2	Contact number 2
Fax	Fax number
ContactFirstName	First Name of Contact person
ContactLastName	Last Name of Contact person
Department	Department of Contact person
Position	Position of Contact person
Sex	Sex of Contact person
Email	Email of Contact person
CreditTermDays	The days of credit term you provided to the customer
CreditLimit	The amount of Credit Limit you provided to the customer
Price Group	Specify the Customer Price Group, if leave it blank, MOSES will use the Customer Price Group as the one you chose while importing
Remark	Remark on Customer
Login Name	Customer Login Name for MOSES Net
Login Password	Customer Login Password for MOSES Net