What it does
This bulk operation allows you to create up to 5000 customers in status draft under your Fusebill Account.
Starting Data File
The Bulk Customer Create allows you to download a starting structure in CSV format.
The Bulk Customer Create allows you to select the categories of data you would like to include in your customer import.
Customer Identification Field Collection
-These fields help identify the billing entity. Fusebill does not make any of the fields mandatory but we do recommend that you set enough fields to be able to properly identify the customer.
Billing and Shipping Addresses Field collection
You can set both the Billing and Shipping address of the customer. Make sure to use correct country and state names. Also be careful when dealing with Zip codes starting with "0" and make sure to format column for Zip codes in excel to prevent unintentional truncation. Setting Address is only mandatory for Taxation processing.
Tracking Field Collection
These are optional fields that allow segmentation of your customer base in Fusebill's reporting.Make sure that SalesTrackingCodes provided have been properly set up in your Fusebill Account.
Billing Field Collection
These fields allow you to configure individual customers with customized Invoicing rules that differ from your account defaults.
When your CSV is ready for uploading the data will be validated for proper structure and field by field validation for data errors (such as invalid field lengths of data types)
|Primary Fields||Reference||Customer ID (255 char)|
|FirstName||First name (50 char)|
|LastName||Last name (50 char)|
|CompanyName||Company name (255 char)|
|Currency||Currency ISO Code (leave empty for account default)|
|PrimaryEmail||Primary email address (comma or semicolon separated, 255 char)|
|PrimaryPhone||Primary phone number (50 char)|
|Address Fields||Billing.Line1||Billing Address line 1 (60 char)|
|Billing.Line2||Billing Address line 2 (60 char)|
|Billing.City||Billing City (50 char)|
|Billing.PostalZip||Billing Postal / Zip (10 char)|
|Billing.Country||Billing Country (250 char)|
|Billing.State||Billing State (250 char)|
|Shipping.Line1||Shipping Address line 1 (60 char)|
|Shipping.Line2||Shipping Address line 2 (60 char)|
|Shipping.City||Shipping City (50 char)|
|Shipping.PostalZip||Shipping Postal / Zip (10 char)|
|Shipping.Country||Shipping Country (250 char)|
|Shipping.State||Shipping State (250 char)|
|Tracking Fields||CustomerReference.Reference1||Reference 1 (255 char)|
|CustomerReference.Reference2||Reference 2 (255 char)|
|CustomerReference.Reference3||Reference 3 (255 char)|
|SalesTrackingCode1||Sales Tracking Code 1 (255 char)|
|SalesTrackingCode2||Sales Tracking Code 2 (255 char)|
|SalesTrackingCode3||Sales Tracking Code 3 (255 char)|
|SalesTrackingCode4||Sales Tracking Code 4 (255 char)|
|SalesTrackingCode5||Sales Tracking Code 5 (255 char)|
|CustomerAcquisition.AdContent||Ad Content (255 char)|
|CustomerAcquisition.Campaign||Campaign (255 char)|
|CustomerAcquisition.Keyword||Keyword (255 char)|
|CustomerAcquisition.LandingPage||Landing Page (255 char)|
|CustomerAcquisition.Medium||Medium (255 char)|
|CustomerAcquisition.Source||Source (255 char)|
|Billing Fields||BillingSetting.Term||Term (Net0, Net5, Net10, Net15, Net30, Net45, Net60, Net90)|
|BillingSetting.AutoCollect||Automatically collect (true or false, leave empty for account default)|
|BillingSetting.AutoPostDraftInvoice||Auto post draft invoice (true or false, leave empty for account default)|
Maximum of 5000 customer creations per batch
Minimum of 1 identifying field (Reference, Company name, Email Address)
Address restrictions as per account settings
Sales Tracking Codes submitted must pre-exist in account
Webhooks are not generated for records processed by a bulk job
Calls to 3rd Party tools (Saleforce / Quickbooks / Netsuite) are not sent for records processed by bulk jobs