Go to your Relationships tab and select ‘Import Relationships’.
You will be redirected to this screen:
Click on 'Generate Template'.
Fill in the required fields in the spreadsheet and save.
Then, re-upload the spreadsheet, and you are done! ✅
Note
For the company type field, QuickBooks Commerce accepts three types – Business, Consumer, and Supplier. If you enter any other nomenclature into that field or leave it blank, the information will not upload.
The Import .CSV Columns
The following is the list of attributes found in the. CSV template, along with what is required in those fields.
| Fields (.CSV columns) | Description |
| Name | Indicate your customer/business/supplier's name |
| Email Address | Add the customer/business/supplier's preferred email address. |
| Website | Add the customer/business/supplier's official website. |
|
Company Code |
Assign a company code for the customer/business/supplier |
|
Company Type |
Indicate the company type |
| Phone Number / Fax | Add the customer/business/supplier's office phone and fax numbers |
| Tax Number | Indicate the customer/business/supplier's tax number |
|
Company Description
|
Add the customer/business/supplier's description here. |
|
Notes |
Add notes on this free form field. |
| Assignee (i.e., assigned team member) |
Set the email address of the QuickBooks Commerce User/Team Member assigned to the customer/business/supplier. Example: tate.langdon@example.com |
| Default Payment Term | Set the payment term. Example: NET10 |
| Default Tax Type | Assign the default tax type. Example: Sales/Purchase Tax |
| Default Price List | Assign the default price list. Example: Retail/Wholesale |
| Default Ledger Account | Assign the ledger account set-up between TG and Xero. |
| Contact Name / Phone Number / Email Address / Position / Fax / Notes / Mobile | These fields are meant for the customer/business/supplier's main contact person's details. |
| Contact B2B eCommerce | This column invites contacts to your B2B Store. If you input TRUE, QuickBooks Commerce will invite your contacts; if you set it to FALSE, nothing will happen. To add contacts individually, you can do so by going to B2B> Customers and make edits to the contacts' access to your B2B store. The default for the column is set to FALSE. |
| Shipping / Billing Address | Add the customer/business/supplier's Shipping and Billing addresses. |
Note
If you are located in the EU, you may face an error when you export .CSV from QuickBooks Commerce and open it in Excel. This is because Excel in the EU searches for semicolons whereas, in Singapore and other regions, Excel searches for commas.
💡 Pro tip: On Excel, format the commas to semicolons or vice versa, depending on your needs.
💡 Pro tip: On Excel, format the commas to semicolons or vice versa, depending on your needs.
Encoding your .CSV files with UTF-8 to help prevent errors
If you use non-english or special characters within your .CSV files, using the UTF-8 format will help to prevent processing errors when uploading to QuickBooks Commerce. Refer to this article for guidance on how to encode your CSV files using the UTF-8 format.