How You Import Customer Data

Use the Customer Import process to upload customer data into Receivables and the Trading Community Model registry. Customer data includes Parties, Party Sites, Accounts, Account Sites, and Site Uses, along with associated customer attributes, such as customer profiles, customer payment methods, and customer bank accounts.

Download a Customer Import FBDI template to prepare your data. The template contains an instruction sheet to help guide you through the process of entering your information.

Note: You can also use the Upload Customers from Spreadsheet process to perform an upload of customer data only, without data for the Trading Community Model registry. Use the Upload Customers from Spreadsheet process to download a simplified Customer Import FBDI template and upload the data for customers, customer contacts, customer bill-to site reference accounts, and customer bank accounts only.

To access the template, complete the following steps:

1. Navigate to the File-Based Data Import for Financials guide.

2. In the Table of Contents, click Customer Data Model.

3. Click Customer Import.

4. In the File Links section, click the link to the Excel template.

Follow these guidelines when preparing your data in the worksheet:

• Enter the required information for each column. Refer to the tool tips on each column header for detailed instructions.

• Don't change the order of the columns in the template.

• You can hide or skip the columns you don't use, but don't delete them.

• To remove existing values from specific fields in a customer profile, enter the exclamation point character (!) in the corresponding columns.

After you have completed the template, upload it using the Load Interface File for Import process:

1. In the Import Process field, select Import Trading Community Data in Bulk.

2. In the Data File field, enter the completed template.

3. The Load Interface File for Import process uploads the data for each customer included in the template.

Settings That Affect the Customer Import Template

The Customer Import FBDI template contains an instructions tab and nineteen tabs for each of the interface tables used to import customer information:

Spreadsheet Tab	Description
Instructions and CSV Generation	Contains instruction information about preparing and loading data, the format of the template, submitting the Customer Import process, and correcting import errors.
Customer Import Interface Tables	Use the applicable tabs to enter customer data for each of the interface tables. These tables are: HZ_IMP_PARTIES_T HZ_IMP_PARTYSITES_T HZ_IMP_PARTYSITEUSES_T HZ_IMP_ACCOUNTS_T HZ_IMP_ACCTSITES_T HZ_IMP_ACCTSITEUSES_T HZ_IMP_ACCOUNTRELS HZ_IMP_ACCTCONTACTS_T HZ_IMP_CONTACTPTS_T HZ_IMP_CONTACTROLES HZ_IMP_CONTACTS_T HZ_IMP_LOCATIONS_T HZ_IMP_RELSHIPS_T HZ_IMP_ROLERESP HZ_IMP_CLASSIFICS_T HZ_IMP_PERSONLANG RA_CUSTOMER_PROFILES_INT_ALL RA_CUST_PAY_METHOD_INT_ALL RA_CUSTOMER_BANKS_INT_ALL

How Customer Data Is Processed

The imported data is loaded into the corresponding Receivables and the Trading Community Model tables. You can monitor and preview data before finally processing data.

For Receivables customer data, each customer must have a unique combination of customer number, customer account number, and customer site number.

Note: Best practice is to import a maximum of 50,000 records per tab.