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CustomerSet

The data format CustomerSet is used to create new customer data records. 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 CustomerSet 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 CustomerSet
Field name Explanation Filter

AccountingID

The debtor account of the customer

City

The town of the customer

Company

The company of the customer

CountryISO

Country code (ISO code2)

CustomerClass

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

Activate the filter, select the operator and the customer class from the drop-down list.

CustomerID

The ID of the customer

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

CustomerLang

The language of the customer

Activate the filter and select the language from the drop-down list.

CustomerNo

The customer number

DeliveryCity

The town listed in the delivery address

DeliveryCompany

The company listed in the delivery address

DeliveryCountryISO

The country code listed in the delivery address

DeliveryFirstName

The first name listed in the delivery address

DeliveryHouseNo

The house number listed in the delivery address

DeliveryLastName

The surname listed in the delivery address

DeliveryStreet

The street listed in the delivery address

DeliveryVATNumber

The VAT number listed in the delivery address

DeliveryZIP

The postcode listed in the delivery address

Email

The email address of the customer

Fax

The fax number of the customer

FirstName

The first name of the customer

HouseNo

The house number of the customer

LastName

The last name of the customer

LastUpdate

The date of the last change

PayDebit

Debit activated
N = No
Y = Yes

PayInvoice

Invoice activated
N = No
Y = Yes

Phone

The telephone number of the customer

Street

The street of the customer

VATNumber

The VAT number of the customer

ZIP

The postcode of the customer

Export for customer class

2. Overview of the mandatory fields

The following mandatory field must be available for the data format CustomerSet and need to have a valid value saved for it:

  • CustomerID

3. Overview of the synchronisation fields

The data fields that are listed in table 2 are available for data synchronisation. For mandatory synchronisation fields (M), select the option Synchronisation as Import procedure. At least one of the data fields from the following table must be selected for synchronisation. You can also select both data fields.

Table 2. Data fields with the import procedure set to Synchronisation
Field name Explanation Synchronisation

CustomerID

The ID of the customer

M

CustomerNo

The customer number

M

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 record during import.

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