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Microsoft Dynamics GP 2010 : Populating Initial Data - Customers

7/10/2011 3:46:08 PM
Similar to vendors, when importing customers into Dynamics GP you can decide to bring in just the minimal information or a lot of details for each customer. This is another example where classes can be used to default most of the details about a customer to save a lot of work during the import. The following example shows a customer import with just a few basic fields of data and one address.

Columns used for import:

Field Max. Length Notes
Customer ID 15 This is required and must be unique. It is recommended not to use special characters in IDs. Customer IDs should be all in caps.
Customer Name 65 Required field—this will automatically copy to the Statement Name and the first 15 characters will copy to the Short Name.
Class ID 15 Optional, but recommended. This should be a Class ID that is already created in Dynamics GP.
Primary Address ID 15 Required. Even if there is no address for some customers, import an Address ID to avoid errors. The Ship To, Bill To, and Statement To Address IDs will also be set to this by default if no other Address IDs are specified. If you are importing multiple addresses for customers you can set up an additional file with the addresses, similar to the example above for GL transactions.
Contact 60 All the address fields are optional. Even if there is an Address ID used, there is no requirement to have an address. If default Dynamics GP reports will be used it is recommended not to populate the Address 3 field, as it will not show up on out-of-the-box reports, including customer invoices and statements.
Address 1 60
Address 2 60
City 35
State 29
Zip Code 10
Country 60
Phone 1 14 Phone and fax numbers need to be formatted as numbers only—a 10 digit number and a 4 digit extension. Example: 21255512120000 will represent (212) 555-1212 with no extension.
Fax 14

Using the listed fields, the following are the steps to set up a customer import destination mapping:

  1. 1. Select Customer on the left and map the following fields to the fields in your source file:

    • Customer ID

    • Name

    • Class ID

    • Address ID

    Leave all the other default settings, the screen will look like the following:

  1. 2. Select Addresses on the left and map the address fields from your source data:

All the other settings can be left as defaulted by Integration Manager. Once imported you can check the Customers SmartList to see your customers.
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