Buyer File
As a part of a website project we can perform a once off upload of customer accounts.
This is achieved via a Buyer File, although some additional files may also need to be provided depending on your customer records.
You should populate this file with all the accounts that you want to login to the website upon launching it.
See the table below for a description of what each field is for and also the file (attached) for an example of the data we will require.
Project Customers: Please extract the customers from your accounting system and add the data to the buyer file format. Once complete please return the buyer file to us for review.
| Info |
|---|
|
You can download a copy of your existing Buyer File from the Download Tab under Administration > File Upload/Download.
Select Buyer File from the first dropdown menu and click the Download Data File link to download it.
- Open your Buyer File in Microsoft Excel and fill the Buyer File’s fields with relevant information.
When done, make sure you save the file as a Tab-Delimited Text File (not a Microsoft Excel Workbook)
| Field | Summary | Example |
|---|---|---|
| BuyerName | The customer's company name. | Building Co |
| Address1 | The first part of the customer's address | 123 Main Street |
| Address2 | An optional second line for a customer's address | Corner 1 and 2 Streets |
| City | The city or suburb | Melbourne |
| State | The state | VIC |
| PostCode | The post code | 3000 |
| Country | The country | AU |
| Fax | If a customer has a fax number | 12348888 |
| AdminName | The full name of the customer. | John Smith |
| AdminEmail | Customer email, Should match BuyerUserName if using email addresses as usernames | |
| AdminPhone | The phone number of the customer | 0499123999 |
| ABN | Australian Business Number | 123456789 |
| BuyerUserName | Customer username, Should match AdminEmail if using email addresses as usernames | |
| BuyerPassword | A generic password can be entered here as customers will be sent a link to set their own | Password99 |
| BuyerType | 2 for an Administrator (full access) or 1 for a Standard User (restricted access) | 2 |
| ApprovalStatus | 1 should be set here, 0 will mean Buyers aren't approved and will not be able to login. | 1 |
| DefaultTerm | The default payment term for a Buyer. Only one can be set here. | Credit Card |
| RestrictView | N/A | |
| RestrictViewBy | N/A | |
| DefaultStore | N/A | |
| SellerReference | Must match the customer's reference in the accounting system. | BUILDINGCO |
| StartPage | N/A |
An example Buyer File with the above information can be viewed here. Once open, use the highlighted icon in the image below to download and open file in Excel.
Upload a Buyer File
The Buyer File upload process allows you to either upload your initial buyer file records in Control Panel or append to existing buyer records.
The process of uploading a Buyer File can be utilised by both integrated and non-integrated customers.
When the file upload is complete you can view the upload process messages to check for any errors.
- Click the Upload Files tab and select Buyer File from the dropdown menu
- Click Browse and select the file and click Open
- Click Upload