Customer XML Upload Format
For information on procedures and
formatting rules that apply to all KFS batch uploads on the administration menu, see Batch Upload Basics.
Keep these rules in mind:
• The customer upload file must begin with the standard XML version line such as:
<?xml version="1.0" encoding="UTF-8"?>
• The root (first) tag for Customer files must be the <customers> tag, and the file must contain only one < customers ></ customers> tag.
• Following the customers tag must be the <customer> tag. This tag contains other identifier tags that describe an AR customer.
• The sequence of <customer></customer> can repeat one or more times.
• Each customer tag must have at least one <address> tag and can have multiple addresses defined.
Customer XML Upload format
|
Name |
Type |
Max Size |
Required? |
Special Formatting |
|
Customer | ||||
|
<customerName> |
Characters |
60 |
Yes |
|
|
<customerParentCompanyNumber> |
Integer |
9 |
No |
|
|
<customerTypeCode> |
Integer |
40 |
Yes |
|
|
<customerLastActivityDate> |
Date |
10 |
No |
YYYY-MM-DD |
|
<customerTaxTypeCode> |
Characters |
2 |
Yes |
|
|
<customerTaxNbr> |
Characters |
4 |
Yes |
FEIN or SSN |
|
<customerActiveIndicator> |
Characters |
1 |
Yes |
'Y' or 'N' |
|
<customerPhoneNumber> |
Characters |
20 |
No |
|
|
<customer800PhoneNumber> |
Characters |
20 |
No |
|
|
<customerContactName> |
Characters |
40 |
No |
|
|
<customerContactPhoneNumber> |
Characters |
20 |
No |
|
|
<customerFaxNumber> |
Characters |
20 |
No |
|
|
<customerBirthDate> |
Date |
10 |
No |
YYYY-MM-DD |
|
<customerTaxExemptIndicator> |
Characters |
1 |
No |
'Y' or 'N' |
|
<customerCreditLimitAmount> |
Decimal |
|
No |
Money Format (2 decimal places) |
|
<customerCreditApprovedByName> |
Characters |
40 |
No |
|
|
<customerEmailAddress> |
Characters |
60 |
No |
|
|
Address | ||||
|
<customerAddressName> |
Characters |
40 |
Yes |
|
|
<customerLine1StreetAddress> |
Characters |
30 |
No |
|
|
<customerLine2StreetAddress> |
Characters |
30 |
No |
|
|
<customerCityName> |
Characters |
25 |
No |
|
|
<customerStateCode> |
Characters |
2 |
No |
|
|
<customerZipCode> |
Characters |
20 |
No |
|
|
<customerCountryCode> |
Characters |
2 |
No |
|
|
<customerAddressInternationalProvinceName/> |
Characters |
45 |
No |
|
|
<customerInternationalMailCode /> |
|
|
No |
|
|
<customerEmailAddress> |
Characters |
60 |
No |
|
|
<customerAddressTypeCode> |
Characters |
1 |
No |
|
Customer CSV Upload