Note: When the ‘Include Data’ checkbox is checked, the template is created with the existing customer data. Otherwise the system creates a blank template to enter new customers.

Column Name	Required	Note
CustomerID	X	This is not editable when editing existing customers. Must be unique when importing new customers.
CustomerName	X
StatementName
CustomerClass	X
AttributeClass	(X)	This is required if attribute values are being imported. Attribute values cannot be imported without the Attribute Class property.
InvoiceDeliveryMethod
Checkbook	X
Currency		The value defaults from the Customer Class if not provided.
Payment Terms	X
DiscountGracePeriod
DueDateGracePeriod
FullItemAccess
UseFavoritesFor
CreditLimitOption
CreditAmount
FinanceChargeOption
TaxClass
TradeDiscountMethod
TradeDiscountAmount
ParentCustomerID
Hold
Inactive
CustomerAttributes		Each customer attribute is displayed as a column. If the customer attribute is a list type, users can import new values, and these are added to the attribute list. Note that the Attribute Class must be provided when importing attribute values.