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! ✅
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.|
|Assign a company code for the customer/business/supplier|
|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|
|Add the customer/business/supplier's description here.|
|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: email@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.|
💡 Pro tip: On Excel, format the commas to semicolons or vice versa, depending on your needs.