How do I Import Clients into commonsku?

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

Default fields required

Not all fields in the import template are mandatory; however, the default fields are required before we can proceed with the import. Specifically, you need to provide information for the following fields:

Default Sales Rep
Default Department
Default Industry
Default Terms
Default Tax

If you do not have unique details for each of these fields, you can assign default values.

For example: Sales Rep: support@commonsku.com, Department: Executive, Industry: Other, Terms: Net 30, Tax: E. These defaults will automatically fill in any missing information for those fields.

Who does the client import?

The commonsku support team will facilitate the upload of your client information and is ready to assist you throughout the client import process. To ensure a smooth experience, please make sure that all required information is completed and that the provided client import template is accurately filled out.

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.

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Are all the template fields compulsory?

No but we need to know the following:

Default Sales Rep
Default Department
Default Industry
Default Terms
Default Tax

if you do not want to have a unique details for the above, you can tell us a default answer example, Sales rep: support@commonsku.com Default Department: Executive, Default Industry: Other, default Terms: Net 30, Default Tax: E. This will fill it up for all the missing data.

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.

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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.

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Can I view an example of a client import?

Click here to view an example of a client import.

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How do I Import Clients into commonsku?

Learn how to use the Client Data Template to import your clients to your commonsku account.

On this page:

Download commonsku's import template

Default fields required

Who does the client import?

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?