Import companies

Importing companies is the fastest way to add or update companies in DecoNetwork. To import companies, you need to have all your company information in a CSV file, which can be edited as a spreadsheet. You can create the CSV file by downloading the sample CSV file or you can export your existing data. Click here for instructions on how to export companies.

When you import, the column headers in the CSV file will be matched with the corresponding company fields in DecoNetwork, and the company information will be added or updated accordingly. You can also import data for custom fields. Before importing, you must first add custom customer fields in your Fulfillment Center Admin. Click here for instructions on how to add custom customer fields.

Prerequisites

• You must have Administrator and/or Sales Manager permission to use this feature.

In this article...

• To create the Companies CSV file using the supplied Sample CSV
• To import companies
• To import data for custom fields

To create the Companies CSV file using the supplied Sample CSV:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Companies.
   
3. Click on Import Companies CSV.
   

   The Import Companies popup is displayed.

   
4. Click on the Download Sample CSV File link.

   Depending on your browser settings, the sample file, companies.csv, will be immediately downloaded to the default download location or you will be prompted to choose a download location.

   The Companies CSV file will have all the required column headers required for a complete company record.

   The following information can be imported for each company:

   • id: the account identification number of the company account.
   • company: the name of the company.
   • email: the company email address.
   • date_added: the date on which the company account was created.
   • phone_number: the company phone number.
   • address: the address where billing information will be sent to.
   • city: the city where billing information will be sent to.
   • state: the state where billing information will be sent to.
   • country: the country where billing information will be sent to.
   • zip: the post/zip code where billing information will be sent to.
   • use_separate_shipping: an indication of whether a separate shipping address will be used.
   • shipping_company: the name of the company where orders will be delivered.
   • shipping_phone_number: the phone number for shipping purposes.
   • shipping_address: the address where orders will be delivered.
   • shipping_city: the city where orders will be delivered.
   • shipping_state: the state where orders will be delivered.
   • shipping_country: the country where orders will be delivered.
   • shipping_zip: the post/zip code where orders will be delivered.
   • order_count: the total number of orders the company has placed.
   • total_order_value: the total value of all orders the company has placed.
   • tax_exempt: a true or false value indicating whether the company is tax-exempt (true or false).
   • is_account_holder: the account holder status of the company (a value of "true", "yes", or "1" indicates an account holder. A value of "false", "no" or "0" indicates not an account holder).
   • account_terms: the name of the account terms. If a value is specified matching a value defined under Admin > Settings > Customer Settings > Account terms, then the company will be flagged as an account holder. A blank field signifies default terms if the is_account_holder value is true.
   • max_outstanding_balance: the maximum outstanding balance customers can have when submitting web store orders.
   • [custom field]: any custom customer field that has been defined. These fields are set against the billing details. (E.g. If the custom field is "Preferred Store", the column header for the custom field against the billing details would be, "preferred_store").
   • shipping_[custom field]: any custom customer field that has been defined, set against the shipping details. (E.g. If the custom field is "Preferred Store", the column header for the custom field against the shipping details would be, "shipping_preferred_store").
5. Enter your company information into the Companies CSV file and save it.

   Please note the following rules when entering data into the Companies CSV:

   • For fields that can have multiple values (i.e., multi-select and checkbox field types), values in the CSV file should be separated by a comma.
   • For fields that have options, the value in the CSV file should match the chosen option exactly.
   • Make sure that you do not add spaces after values that are options. The unexpected space will cause the import to error.

   The system will update existing records when it finds matching data in the ID, email, or login fields. If all three fields are unique or missing, a new record will be created.

   If the email address is missing, the company record will be created with a blank Login that will populate once an email is entered into the account and saved.

To import companies:

1. Click on Import Companies CSV.
   

   The Import Companies popup is displayed.

   
2. Click on the Browse... button.
3. Locate your companies.csv file and click Open in the File Upload dialog.
4. Click OK in the Import Companies popup.

   An Import Progress popup will be displayed with a progress bar to show you the progress of the import. On completion of the import, a message will be displayed informing you of the success or failure of the import. If the import failed, a list of errors will be shown in the popup.

To import data for custom fields:

1. Add custom customer fields from the Customer Settings section of your Fulfillment Center Admin. Click here for instructions.
2. Export the Companies CSV file as per the instructions above for creating the Companies CSV.
3. Enter the data for the custom fields into the Companies CSV.

   Note: In order for custom fields to import successfully, make sure you have the custom fields set to "Visible" for Register in the Field Usage Definitions.

   The rules for entering data into the Companies CSV listed above also apply to custom fields:

   • For fields that can have multiple values (i.e., multi-select and checkbox field types), values in the CSV file should be separated by a comma.
   • For fields that have options, the value in the CSV file should match the available options exactly.
   • Make sure that you do not add spaces after values that are options. The unexpected space will cause the import to error.
4. Import the Companies CSV as per the instructions above for importing the Companies CSV.