Upload Customers

The simplified version of the Rapid Implementation spreadsheet for loading customer data from legacy and external sources to the Trading Community Registry and Receivables.

Details

• Object owner: FIN:Receivables:Customer

• UCM account: fin/receivables/import

File Links

File	Link
XLSM template	UploadCustomersTemplate.xlsm
Control files	Contacts Import Control File Customers Import Control File Reference Accounts Import Control File Bank Accounts Import Control File

Job and Table Links

Name	Link
Scheduled process	Upload Customers
Tables	AR_UPD_BANK_ACCOUNTS AR_UPD_CONTACTS AR_UPD_CUSTOMERS AR_UPD_REF_ACCOUNTS

Related Topics

• Customer Listing Report

• Preparing Customer Data for Upload: Points to Consider

• Validating Unique Values in the Customer Spreadsheet Upload: Examples

• Why are there errors in the customer upload batch?

• Why can't I upload the customer spreadsheet?