Need template for customer contact import

Epicor ERP 10
1

Hi, I am trying to use the feature Customer/Contact import and I need a template. Tried to build one but does not work. Anyone would have a template to share.

Thanks

2

Did you build it manually or based on help?

If you search for ‘import a contact csv’ in Help it will have a link to a required schema.

Ross

3

Tried to build it manually based on help but I think I don’t understand it.

I do not see a link in the help to a template.

4

Here is what I see when I click the link.

image
image1180×537 50.9 KB

I have also attached a file with the requirements to build it manually. Not sure if it needs headers or not.

ImportCustomerContact.xlsx (11.1 KB)

Ross

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5

Thanks Ross I will check this out.

6

sorry to flog a dead horse… I have the same uncertainty here. It sounds like its a no header fixed format csv, ie every row should be delimited as if all the columns listed are present. But that’s pretty ugly… and methinks surely not?

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7

You can create a marketing list and export it. That gives you the correct CSV file format for customer import. There are several fields that must be populated with 0.

I’ve attached an example csv here.
MarketingList2.csv (9.8 KB)

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