Import customer accounts

Importing Customer Accounts

To import your customer accounts, perform the following steps:

1. Navigate to Customers > Customer Accounts in the left navigation menu.
2. Click the Import icon  in the upper right of the list. The Import dialog opens.
3. Select Customer Accounts from the Type list.
4. Click Choose File to select the CSV file that contains the customer accounts you want to import.
   For more information about the CSV file format, see Required column headers for customer accounts.
5. Click Import to import customer account data from the selected file.

The imported customer accounts will show up on the Accounts page as draft accounts.

To activate the imported customer accounts, perform the following steps:

1. Navigate to Customers > Customer Accounts in the left navigation menu.
2. Import customer contacts for the customer accounts you just imported:
   1. Click the Import icon  in the upper right of the list. The Import dialog opens.
   2. Select Contacts from the Type list.
   3. Click Choose File to select the CSV file that contains the customer contacts you want to import.
      You must import at least one contact for each customer account because Bill To Contact and Sold To Contact are required when you activate draft accounts.
      For more information about the CSV file format, see Required column headers for customer contacts.
   4. Click Import to import custom contact data from the selected file.
   When the operation is completed, you can find the imported contacts under the associated customer accounts.
3. Update and activate the imported customer accounts:
   1. Click the Import icon  in the upper right of the list. The Import dialog opens.
   2. Select Customer Accounts from the Type list.
   3. Click Choose File to select the CSV file for updating the imported customer accounts. The required columns for activating draft accounts are as follows:
      • Sold To: The format is Last Name, First Name of the contact.
      • Bill To: The format is Last Name, First Name of the contact.
      • Payment Term
      • Batch
      • Status: Active
   4. Click Import to update and activate the customer accounts.

You can find the status of the customer accounts you just imported are updated from Draft to Active.

Required Column Headers

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

The column headers for customer accounts, contacts, and payment methods are listed below. 

Using the Zuora UI Template for the Account and Contact Combiner

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