Interface Data Required to Run Customer Interface
This section lists the required columns for each Customer Interface table. For example, to enter a new contact for a previously entered customer, you must enter values for ORIG_SYSTEM_CUSTOMER_REF, ORIG_SYSTEM_CONTACT_REF, INSERT_UPDATE_FLAG and CONTACT_LAST_NAME.
You can use Customer Interface to import other pieces of information not listed in this section by populating additional "optional" columns. For example, you can optionally populate the LANGUAGE column for a customer site.
For a list of the validation for both required and optional columns and to see a list of optional columns, see: Customer Interface Table Descriptions and Validation.
RA_CUSTOMERS_INTERFACE
To import a customer, address, or business purpose, populate the following mandatory columns of RA_CUSTOMERS_INTERFACE:
- CUSTOMER_NUMBER (if you are not using Automatic Customer Numbering)
If you are importing an address and a business purpose, you must also populate the following tables:
- PRIMARY_SITE_USE_FLAG (if you are inserting an address)
- LOCATION (if you are not using Automatic Site Numbering)
- SITE_USE_CODE (if you are inserting an address)
Receivables requires that you separate your city, state, and postal codes, whereas your current system may not. To save time, separate these components in your current system before importing customers into Receivables.
You must enter values for the columns you reference in your Tax Location Flexfield if you are calculating sales tax and your Address Validation option is set to 'Error.' (You define this option in the System Options window, Tax alternative region.)
RA_CUSTOMER_PROFILES_INTERFACE
A customer level profile must exist in RA_CUSTOMER_PROFILES_INTERFACE for new customers and each Bill-To Business Purpose.
- CUSTOMER_PROFILE_CLASS_NAME
If you did not pass a value in this column, you must enter values in the following columns:
- CREDIT_BALANCE_STATEMENTS
- AUTO_REC_INCL_DISPUTED_FLAG
- DUNNING_LETTERS (if 'Y,' you must also enter a value in DUNNING_LETTER_SET_NAME)
- INTEREST_CHARGES (if 'Y,' you must also enter values in INTEREST_PERIOD_DAYS and CHARGE_ON_FINANCE_CHARGE_FLAG
- STATEMENTS (if 'Y,' you must also enter a value in STATEMENT_CYCLE_NAME)
If you are entering a profile for a customer address, you must also enter a Bill-To site in ORIG_SYSTEM_ADDRESS_REF.
RA_CONTACT_PHONES_INTERFACE
To import telephone numbers for customers, addresses, and contacts, populate the following mandatory columns of RA_CONTACT_PHONES_INTERFACE:
- ORIG_SYSTEM_TELEPHONE_REF
If you are entering a telephone number for an address, you must also enter a value in ORIG_SYSTEM_ADDRESS_REF.
If you are entering a telephone number for a contact, you must also enter a value in ORIG_SYSTEM_CONTACT_REF and CONTACT_LAST_NAME.
RA_CUSTOMER_BANKS_INTERFACE
To import banks for customers and Bill-To business purposes, populate the following mandatory columns of RA_BANKS_INTERFACE:
If the bank account does not exist, you must also enter values in:
- BANK_ACCOUNT_CURRENCY_CODE
If you are entering a bank for a customer address, you must also enter a Bill-To site in ORIG_SYSTEM_ADDRESS_REF.
RA_CUST_PAY_METHOD_INTERFACE
To import payment methods for customers and Bill-To business purposes, populate the following mandatory columns of RA_CUST_PAY_METHOD_INTERFACE:
If you are entering a payment method for a customer address, you must also enter a Bill-To site in ORIG_SYSTEM_ADDRESS_REF.
See Also
System Tables Updated by Customer Interface
A Sample Customer Import
Creating Unique Customer References
Importing Customers Using Customer Interface
Customer Interface Table Descriptions and Validation
