Buyer File Concept
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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.
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.
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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.
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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. You can download a copy of your existing Buyer File from the Download Tab under Administration > File Upload/Download.
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- 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)
Anchor BuyerFields BuyerFields
Buyer File Fields
| BuyerFields | |
| BuyerFields |
| 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 |
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