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Learn how to use the Client Data Template to import your clients to your commonsku account.
On this page:
Download commonsku's import template
What information does the client import include?
How do I import multiple contacts and addresses for one client?
How to import multiple tags for one client?
How long will my client import take?
Can I view an example of a client import?
Download commonsku's import template
Click here to download an import template.
For a successful client import, do not
- re-organize, rename, or create new column headers on the template
- leave blank rows between the client data
- combine details that should be in multiple rows into one row
commonsku uses a specific program to upload your clients in bulk, so you will need to copy/ paste your data to the template.
What information does the client import include?
The import template includes:
- Client Name - this is the company's name
- Account Number
- Contact First Name
- Contact Last Name
- Contact Email
- Department - choose from a list of departments; "Inactive Contacts" is excluded from this list
- Position
- Address Name - this is the name of the company's address; it's for internal reference and makes it easy to choose the different billing/shipping addresses on your sales forms
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Postal
- Address Country - required for clients based outside of the USA
- Company Phone
- Contact Phone
- Contact Cell
- Contact Fax
- Tax Name - enter the label you've given the tax code (does not apply if your team is using Zip2Tax)
- Sales Rep Email - this person will become the client rep and must have an active commonsku license
- Industry - choose from a list of industries
- Default Terms - enter terms from your custom payment terms
- Status - enter statuses from your custom client statuses
- No Marketing - put a "0" if the contact can be marketed to or a "1" to exempt them from marketing
- Tags - these tags apply to the client account
- Contact Tags - these tags apply to the specific contact
How do I import multiple contacts and addresses for one client?
Whether you're uploading multiple contacts or addresses, the best practice is to separate the information into different rows. Make sure to use the same client name for each row; otherwise, the system will create a duplicate account.
How to import multiple tags for one client?
You can upload multiple tags by adding a comma and space between each tag, for example: Tag 1, Tag 2, Tag 3.
How long will my client import take?
An import can take between one to two business days. Please email your client list directly to support@commonsku.com, and we'll notify you as soon as the upload is complete.
Can I view an example of a client import?
Click here to view an example of a client import.