Import customer accounts

Importing Customer Accounts

To import your customer accounts, perform the following steps:

Navigate to Customers > Customer Accounts.
On the right side of the All Customer Accounts page, select Customer Accounts from the Import list under the Action section.
Click Choose File to select the CSV file that you want to import.
Click submit to import data from the selected file.

The imported customer accounts will show up on the All Customer Accounts page.

If you are not sure about the column headers in the CSV file, click Download a Template to get the templates for customer accounts, contacts, and payment methods. These templates contain all available column headers. For the required columns, refer to Required Column Headers.
Characters in languages other than English might be garbled. If it happens, save the CSV file in UTF-8 without BOM encoding and import the file again.
You can also use the same way to import contacts and payment methods. Remember that the customer account ID is required for each contact and each payment method. To obtain the appropriate customer account IDs for contacts and payment methods, export the customer accounts that you previously imported by clicking Export Customer Accounts. In the exported CSV file, do a lookup to combine the contacts and payment methods with the customer account IDs.

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.

Customer Accounts

The following headers are available when you import the customer account information. The headers in bold are required and must have values provided. Also, see here for the required fields. Other headers are optional.

Id: Auto-generated 32-character ID for the account, not the account number. Example: aa1010101d1cf385011d21d4b44d00a0As this field is auto-generated, you do not need to provide any value for this required field.
Customer Name
Account Number: Unique number assigned to the account. If configured in Zuora, can be auto-generated and prefixed. Example: CA00001122
Sold To: If you do not want to update the value of the Sold To contact, do not include this column in the import file.
Bill To: If you do not want to update the value of the Bill To contact, do not include this column in the import file.
CRM Account ID
Auto-Pay
Default Payment Method: If you do not want to update the value of the Default Payment Method, do not include this column in the import file.
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

For Customer Accounts, the following fields are required fields:

Id
Customer Name
Bill Cycle Day
Required Custom Field

Customer Contacts

The following headers are available when you import the customer contact information. The headers in bold are required and must have values provided. Also, see here for the required fields. Other headers are optional.

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

The customer account must have a unique name, that is, the combination of the first name and the last name. If a customer already has a contact with that name, subsequent contact records with the same name are rejected as duplicates even if other column values are different. When duplicates occur, the message saying "Contact already exists with this name <first+' '+last>. Are you sure you want to save?" is displayed. This message is only informational. If multiple contacts are rejected during the import, the message might appear multiple times in the result. To solve this problem, the indicated contacts must be manually entered, created with the SOAP contact object, or imported again after you can change the names to avoid collisions. It is highly recommended to check for duplicated names before you import the file of contacts.
The Customer Account is the account ID of the customer. This column is required to import the contact information. To obtain the appropriate customer account IDs for contacts, export the customer accounts that you previously imported by clicking Export Customer Accounts. In the exported CSV file, do a lookup to combine the contacts with the customer account IDs.
(Zuora Tax users only) Although the country column is not required by the import, using Zuora Tax requires that sold-to contacts must include a country and a state or province, if the country is USA or Canada.

For Customer Contacts, the following fields are required fields:

First Name
Last Name
Customer Account

Payment Method

The following headers are available when you import the customer contact information. The headers in bold are required and must have values provided. Also, see here for the required fields. Other headers are optional.

Id
Customer Account
Payment Method Type
Credit Card Type
Credit Card Number
Bank Identification 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
Consecutive Failed Payments
Status
Email
Phone

For Payment Method, the following fields are required fields:

Customer Account
Payment Method Type

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.

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