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Customer

The data format Customer is used to export, edit and import customer master data. Create and export the data format in the Data » Dynamic export menu. Import the data format in the Data » Dynamic import menu. The Exporting data and Importing data pages of the manual describe how you export and import the data format.

Pay close attention to the exact spelling of the data fields. The data cannot be processed if the data fields are spelled incorrectly.

1. Overview of the data fields

Table 1 explains the data fields for the Customer data format in alphabetical order as well as filter options that you set in the Filter tab of the data format. The data format may vary depending on your plentymarkets version.

Table 1. Data fields of the data format Customer
Field name Explanation Filter

AccountingID

The debtor account of the customer

AdditionalName

Additional address information

BankAccountOwner

First and last name of the account holder

BankName

The name of the bank

BIC

Bank Identifier Code, international sort code

Birthday

The date of birth of the customer

City

The town of the customer

Company

The company of the customer

Country

The country ID that corresponds to the customer’s country. This ID can be found in the Countries of delivery menu

CountryISO

The country code according to ISO code2, e.g. DE for Germany and CR for Costa Rica.

CustomerClass

ID of the customer class as created in the System » CRM » Classes menu.

Activate the filter, select the operator and enter the value.

CustomerDescription

Is composed of the parameters Customer ID, Company, First name and Surname

CustomerID

The ID of the customer

Activate the filter, select the operator and enter the value.

CustomerLang

The language of the customer

CustomerNo

The customer number

CustomerProperty_xyz

The customer properties that are saved in the system. One field is displayed per property.
Example: The field CustomerProperty_LastContact will be displayed for the property Last contact.

Activate the filter, select the operator and enter the value.

CustomerType

The type ID of the customer

Activate the filter and select the customer type from the drop-down list.

DiscountDays

Early payment discount (days), i.e. the number of days starting when the invoice is created. The customer can pay the pending amount at a discounted price during this time period.

DiscountPercent

Early payment discount (%), i.e. the value in percent that the customer may subtract if they make the payment within the time period Early payment discount (days).

EbayName

The eBay name of the customer

Email

The email address of the customer

Fax

The fax number of the customer

FirstName

The first name of the customer

Gender

male or 0
female or 1

HouseNo

The house number of the customer

IBAN

The International Bank Account Number of the customer

InsertedTimestamp

Date when the customer data record was created
Note: The field InsertedTimestamp can be exported, but not imported.

Activate the filter, select the operator and enter the value. Use the operator Period to select a range of dates.

LastName

The surname of the customer

LastUpdate

The date of the last change

Activate the filter, select the operator and enter the value. Use the operator Period to select a range of dates.

Mobile

The mobile phone number of the customer

Newsletter

Receive newsletter
0 = No
1 = Yes

PayDebit

Debit activated
N = No
Y = Yes

PayInvoice

Invoice activated
N = No
Y = Yes

PaymentDueWithin

Payment due, number of days

Phone

The telephone number of the customer

Rating

Rating; 5 stars rating from -5 to 5

Region

The region of the customer

StoreID

The ID of the online store

Street

The street of the customer

Valuta

Time period that starts when the invoice is created and is before the payment due time period begins.

VATNumber

The VAT number of the customer

ZIP

The postcode of the customer

Export for customer class

Note: filter setting only

Activate the filter and select the customer class from the drop-down list. In order to export data for all customer classes, do not activate the filter. Go to System » CRM » Classes to create customer classes.

2. Overview of the mandatory fields

The following mandatory fields must be available for the data format Customer and need to have a valid value saved for them:

  • City

  • FirstName

  • HouseNo

  • LastName

  • Street

  • ZIP

3. Overview of the synchronisation fields

The following data field is available for data synchronisation. For this mandatory synchronisation field, select the option Synchronisation as Import procedure.

  • CustomerID

4. Overview of the procedures

In the Procedures tab, select which procedures you want to be carried out during the data export. Activate the LastUpdate procedure. Select the set the current date option from the drop-down list. The date and time when changes were last made will be added to the customer data during import.

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