Importable customer columns reference

The columns the Import Customers dialog can map, and how each behaves. Only Name is required. Headers auto-match when they equal a field's label; anything else can be mapped by hand or skipped.

Column	Required	Behavior
ID	No	Update key. When filled, the row updates that exact customer; an unknown ID fails the row.
Name	Yes	The customer's name. Also a fallback match key — see how rows match.
Email	No	Match key after ID: a filled email updates the customer holding it; an unknown email creates a new customer.
Company	No	Company name.
Phone	No	Phone number.
Fax	No	Fax number.
Address Line 1	No	Part of the address block; with Name and Zip, also a match key.
Address Line 2	No	Second address line.
City	No	City.
State / Province	No	Full state or province name.
State / Province Code	No	Short code (for example NC).
Zip / Postal Code	No	Postal code; part of the name-address match key.
Country	No	Full country name.
Country Code	No	ISO code (for example US).
Email Opt Out	No	Marketing opt-out flag.
Default Sales Rep	No	Looked up by name — created automatically if no rep with that name exists.
Sales Channel Origin	No	Looked up by name; must already exist.

On a new customer, the row's address is saved as both the default shipping and billing address.

Related

• Import customers from a spreadsheet
• Export customers