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Importing Customers

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Open kBilling and the company file you would like to use. From the File menu on the main window's menu bar choose Import -> Import Customers.

 

The format of the import file is 1 record per line with tab characters between the fields. Do not include a leading or trailing tab!

 

There should be 28 tabs total per line - any more or less and an error will be displayed.

 

Keep each record on a single line and place 1 tab character between the following fields in the order shown:

 

1.Customer Number [Unique or blank]
2.Customer Name 
3.Billing Street 1
4.Billing Street 2
5.Billing City
6.Billing State [Abbreviation for US and Canada]
7.Billing State Other [For non-US, non-Canada]
8.Billing Zip
9.Billing Country
10.Ship Name
11.Ship Street 1
12.Ship Street 2
13.Ship City
14.Ship State [Abbreviation for US and Canada]
15.Ship State Other [For non-US, non-Canada]
16.Shipping Zip
17.Shipping Country
18.Credit Card Number [16 Digits - Numbers Only]
19.Credit Card Expiration Month [2 Digits]
20.Credit Card Expiration Year [4 Digits]
21.Credit Card CVV2 [3 Digits]
22.Contact Name
23.Contact Title
24.Contact Email
25.Phone Number [Any Format]
26.Secondary Contact Phone [Any Format]
27.Contact Fax [Any Format]
28.Customer Notes [Any Format]