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Concept
Concept
Buyer File Concept

The buyer file is the means by which many website accounts can be created ready for customer access on launch of the website.

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BuyerMassCreate
BuyerMassCreate
Buyer (Website Account) Upload Mass Creation

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.

Info
  • The "Seller Reference" is the defining record of your customer as per your accounting system. It is very important for this to be accurate.
  • There may be additional fields to the ones below. These should be covered in documentation you receive from Straightsell.

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Manage
Manage
Buyer File Management

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.

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)

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BuyerFields
BuyerFields
Buyer File Fields
FieldSummary

Example

BuyerNameThe customer's company name.

Building Co

Address1The first part of the customer's address

123 Main Street

Address2An optional second line for a customer's address

Corner 1 and 2 Streets

CityThe city or suburb

Melbourne

StateThe state

VIC

PostCodeThe post code

3000

CountryThe country

AU

FaxIf a customer has a fax number

12348888

AdminNameThe full name of the customer.

John Smith

AdminEmailCustomer email, Should match BuyerUserName if using email addresses as usernames

john@buildingco.com

AdminPhoneThe phone number of the customer

0499123999

ABNAustralian Business Number

123456789

BuyerUserNameCustomer username, Should match AdminEmail if using email addresses as usernames

john@buildingco.com

BuyerPasswordA generic password can be entered here as customers will be sent a link to set their own

Password99

BuyerType2 for an Administrator (full access) or 1 for a Standard User (restricted access)

2

ApprovalStatus1 should be set here, 0 will mean Buyers aren't approved and will not be able to login.

1

DefaultTermThe default payment term for a Buyer. Only one can be set here.

Credit Card

RestrictViewN/A


RestrictViewByN/A


DefaultStoreN/A


SellerReferenceMust match the customer's reference in the accounting system.

BUILDINGCO

StartPageN/A


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Upload
Upload
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