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Knowledge Center > Subscription Management > Customer Accounts > Import Customer Accounts

Import Customer Accounts

If you already have a list of your customers from another database (for example, Salesforce.com, Excel, QuickBooks, or another source), you can quickly enter data in our system by importing your customer accounts.

Importing Accounts

To import your data, perform the following steps:

  1. Select Customer Accounts, Contacts, or Payment Methods from the Import list under Action. Action is located under the Search box on the right-hand side of all customer accounts.
  2. Click Choose File to navigate to the import file, select it, and click Open.
  3. Click submit to import data from the import file.

Import Customer Information

Your import file must be in CSV format.

To download a template, click Download a Template, located under Action.

You must provide the account ID for each contact and each payment method that you are importing. To obtain account IDs, you can import your customer accounts first, then export them to get the newly-created IDs. You can also do a vlookup in Excel to join your contacts and payment methods with your account IDs.

Required Column Headers

When importing your file, the first row (cell A horizontal) must have a specific set of headers.

You can download the import template by clicking Download a Template under Action when viewing a customer account. This topic lists the column headers for each of the imports you must perform for customer accounts.

Customer Accounts

The following headers are required for importing customer account information. Boldface items must have values provided; other fields are optional.

  • Id: Auto-generated 32-character ID for the account, not the account number. Example: aa1010101d1cf385011d21d4b44d00a0
  • Customer Name
  • Account Number: Unique number assigned to the account. If configured in Zuora, can be auto-generated and prefixed. Example: CA00001122
  • Sold To
  • Bill To
  • CRM Account ID
  • Auto-Pay
  • Default Payment Method
  • Payment Term
  • PO Number
  • Allow Invoice Editing
  • Batch
  • Bill Cycle Day: To set the bill cycle day automatically, specify Auto-set (case-sensitive) in this column. See Auto-set Option for more information. 
  • Invoice Delivery By Email
  • Invoice Delivery By Print
  • Account Balance
  • Currency
  • Status
  • Description
  • Created By
  • Updated By
  • Created On
  • Updated On
  • Sales Rep
  • CSR
  • Last Invoiced
  • Notes
  • Custom Field
  • Required Custom Field

Customer Contacts

You must provide your account ID for each contact and each payment method that you are importing. First, import your customer accounts, then export your customer accounts for your newly-created IDs. You can also do a vlookup in Excel to join your contacts and payment methods with your account IDs.

For any one customer account, the import requires that every contact must have a unique name - that is, the first name plus a space plus the last name. If the customer already has a contact with that name, subsequent contact records with the same name are rejected as duplicates even if other fields are different. When this happens, the screen displays the message that would normally appear when a duplicate-named contact is entered manually: "Contact already exists with this name <first+' '+last>. Are you sure you want to save?".

The import is non-interactive and the message is only informational. If multiple contacts are rejected during the import, the message appears multiple times on the results display. The indicated contacts will have to be manually entered, created with the SOAP contact object, or re-imported after altering the names to avoid collisions. For this reason, before importing a file of contacts it may be advisable to check for duplicate names and pre-edit them to prevent collisions.

 

The following headers should be used for the customer contact import file, but most of these fields are not strictly required.  Boldface items must have values provided; other fields are optional.

Current or potential Zuora Tax users should be aware that, although the country field is not required by the import, using Zuora Tax requires that sold-to contacts include a country and, if the country is USA or Canada, a state or province.

  • Id
  • First Name
  • Last Name
  • Nick Name
  • Work Email
  • Personal Email
  • Work Phone
  • Mobile Phone
  • Home Phone
  • Other Phone
  • Other Phone Type
  • Fax
  • Country
  • Address 1
  • Address 2
  • City
  • State/Province
  • Postal Code
  • Customer Account
  • Created By
  • Updated By
  • Created On
  • Updated On
  • Is Bill To
  • Is Sold To
  • County
  • Tax Region
  • Description

Payment Method

The following headers are required for importing payment method information:

  • Id
  • Customer Account
  • Payment Method
  • Type
  • Credit Card Type
  • Credit Card Number
  • Expiration Year
  • Expiration Month
  • Credit Card
  • Holder Name
  • Credit Card Address1
  • Credit Card Address2
  • Credit Card Country
  • Credit Card State
  • Credit Card City
  • Credit Card Postal Code
  • Last Transaction
  • Last Transaction Time
  • Created By
  • Updated By
  • Created On
  • Updated On
  • Is Default

Using the Zuora UI Template for the Account and Contact Combiner

The following tables show the mapping relationship between the fields in the template downloaded from the Zuora Billing UI and the fields in the template for the Account and Contact API loader. 

Account's fields from the UI template Fields in the template for the Account and Contact loader

Id

(used to associated the two files)

Customer Name

Account Name

Account Number

Account Number

Sold To

N/A

Bill To

N/A

CRM Account ID

CRM Account ID

Auto-Pay

N/A

Default Payment Method

N/A

Payment Term

Payment Term

PO Number

PO Number

Allow Invoice Editing

Allow Invoice Editing

Batch

Batch

Bill Cycle Day

Bill Cycle Day

Invoice Delivery By Email

Invoice Delivery By Email

Invoice Delivery By Print

Invoice Delivery By Print

Account Balance

N/A

Currency

Currency

Status

Status

Description

N/A

Created By

N/A

Updated By

N/A

Created On

N/A

Updated On

N/A

Sales Rep

Sales Rep

CSR

CSR

Last Invoiced

N/A

Notes

Notes

Payment Gateway

Payment Gateway

Parent

Parent Account ID

Ultimate Parent

N/A

 

Contact's fields from UI's template Fields in template for  AC loader

Id

N/A

First Name

First Name

Last Name

Last Name

Nick Name

Nick Name

Work Email

Work Email

Personal Email

Personal Email

Work Phone

Work Phone

Mobile Phone

Mobile Phone

Home Phone

Home Phone

Other Phone

Other Phone

Other Phone Type

Other Phone Type

Fax

Fax

Country

Country

Address 1

Address 1

Address 2

Address 2

City

City

State/Province

State Province

Postal Code

Postal Code

Customer Account

(used to associated the two files)

Created By

N/A

Updated By

N/A

Created On

N/A

Updated On

N/A

Is Bill To

Is Bill To

Is Sold To

Is Sold To

County

County

Tax Region

Tax Region

Description

Contact Description



 

Last modified
18:24, 10 Jan 2017

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