You can understand customer mass upload field requirements to prepare accurate import files and avoid validation errors, helping ensure successful bulk customer data management. This improves your retail operations by providing clear import specifications, with properly formatted upload files typically achieving first-time import success and better data accuracy.
Understanding field requirements involves recognizing mandatory fields, data format specifications, and validation rules to help retail operators focus on the right file preparation workflows, ensuring your retail strategy consistently drives better bulk import success and customer database accuracy outcomes.
The Customer Mass Upload File uses a CSV format - each field is listed below in detail to assist with preparing your files for uploads.
Please note:
- The Upload file is limited to a max 300MB file size.
- For some fields, we recommend using an apostrophe at the start of the field to ensure the data is imported using the correct format e.g. phone numbers. These fields are indicated in the table below.
Download a sample file
Field Requirements
Column Name | Data Type | Length | Notes |
Customer ID | Integer | 20 | Either the Customer ID or Customer Number is required when updating existing customers |
CustomerNumber | Text | 20 | Either the Customer ID or Customer Number is required when updating existing customers |
Firstname | Text | 30 | Required field when creating new customers |
Surname | Text | 50 | |
CompanyName | Text | 100 | |
ACN | Text | 50 | Apostrophe (') recommended at the start of the field. |
PhoneNumber | Text | 50 | Apostrophe (') recommended at the start of the field. |
FaxNumber | Text | 50 | Apostrophe (') recommended at the start of the field. |
Mobile | Text | 50 | Apostrophe (') recommended at the start of the field. |
Email | Text | 64 | |
Website | Text | 50 | |
CustomReference | Text | 50 | Apostrophe (') recommended at the start of the field. |
CustomerType | Text | 60 | Alphanumeric only, and must match an existing Customer Type |
HomeOutlet | Text | 255 | Must match an existing Outlet Name |
DateOfBirth | Date | | Acceptable formats: |
DateOfBirthWithheld | Boolean | 5 | Enables or disables the setting, supports the following: |
ReceiveEmail | Boolean | 5 | Enables or disables the setting, supports the following: |
ReceivePost | Boolean | 5 | Enables or disables the setting, supports the following: |
ReceiveSMS | Boolean | 5 | Enables or disables the setting, supports the following: |
BillAddressLine1 | Text | 255 | |
BillAddressLine2 | Text | 100 | |
BillSuburb | Text | 100 | |
BillState | Text | 50 | |
BillPostCode | Text | 100 | Apostrophe (') recommended at the start of the field. |
BillCountry | Text | 100 | Must be a valid country - refer to the list of countries at the bottom of this page |
DelFirstName | Text | 30 | |
DelLastName | Text | 30 | |
DelCompany | Text | 100 | |
DelAddressLine1 | Text | 255 | |
DelAddressLine2 | Text | 100 | |
DelSuburb | Text | 100 | |
DelState | Text | 50 | |
DelPostCode | Text | 30 | Apostrophe (') recommended at the start of the field. |
DelCountry | Text | 100 | Must be a valid country |
DelPhoneNumber | Text | 50 | Apostrophe (') recommended at the start of the field. |
DelMobile | Text | 50 | Apostrophe (') recommended at the start of the field. |
LoyaltyPointsAvailable | Money | 20 | Apostrophe (') recommended at the start of the field. |
LoyaltyEnabled | Boolean | 5 | Enables or disables the setting, supports the following: |
LoyaltyAutoPriceGroup | Boolean | 5 | Enables or disables the setting, supports the following: |
PriceGroup | Text | 50 | Must match the name of an existing Price Group |
FixedPriceGroup | Text | 50 | Must match the name of an existing Fixed Price Group |
AccountCustomerTerms | Integer | | Required if the customer is enabled as an Account Customer. Must be 0, 30, 60 or 90. |
AccountCustomerCreditLimit | Float | 20 | Required if the customer is enabled as an Account Customer, must be greater than 0. |
AccountCustomerStopCredit | Boolean | 5 | Enables or disables the setting, supports the following: |
ExportToWebService | Boolean | 5 | Enables or disables the setting, supports the following: |
PublishTo:(Shopifyaddress) | Boolean | 5 | Enables or disables the setting, supports the following: |
Survey:(survey question) | Text | 50 | The column header must contain a valid Survey Question, and the field must contain a valid survey answer. |
Valid Countries
The following country names are valid countries when uploading a Customer Mass Upload file into Retail Express.
CountryName |
Australia |
Afghanistan |
Albania |
Algeria |
Andorra |
Angola |
Antarctica |
Antigua and Barbuda |
Argentina |
Armenia |
Aruba |
Ascension Island |
Austria |
Azerbaijan |
Bahamas |
Bahrain |
Bangladesh |
Barbados |
Belarus |
Belgium |
Belize |
Benin |
Bermuda |
Bhutan |
Bolivia |
Bosnia and Herzegovina |
Botswana |
Bouvet Island |
Brazil |
British Indian Ocean Territory |
Brunei |
Bulgaria |
Burkina Faso |
Burundi |
Cabo Verde |
Cambodia |
Cameroon |
Canada |
Cayman Islands |
Central African Republic |
Chad |
Chile |
China |
Christmas Island |
CocosIslands |
Colombia |
Comoros |
Congo |
Cook Islands |
Costa Rica |
Croatia |
Cuba |
Cyprus |
Czech Republic |
Denmark |
Djibouti |
Dominica |
Dominican Republic |
Ecuador |
Egypt |
El Salvador |
Equatorial Guinea |
Eritrea |
Estonia |
Ethiopia |
Falkland Islands |
Faroe Islands |
Fiji Islands |
Finland |
France |
French Guiana |
French Polynesia |
Gabon |
Gambia, The |
Georgia |
Germany |
Ghana |
Gibraltar |
Greece |
Greenland |
Grenada |
Guadeloupe |
Guam |
Guatemala |
Guernsey |
Guinea |
Guinea-Bissau |
Guyana |
Haiti |
Holy See |
Honduras |
Hong Kong SAR |
Hungary |
Iceland |
India |
Indonesia |
Iran |
Iraq |
Ireland |
Isle of Man |
Israel |
Italy |
Jamaica |
Jan Mayen |
Japan |
Jersey |
Jordan |
Kazakhstan |
Kenya |
Kiribati |
Korea |
Kuwait |
Kyrgyzstan |
Laos |
Latvia |
Lebanon |
Lesotho |
Liberia |
Libya |
Liechtenstein |
Lithuania |
Luxembourg |
Macao SAR |
Macedonia, Former Yugoslav Republic of |
Madagascar |
Malawi |
Malaysia |
Maldives |
Mali |
Malta |
Marshall Islands |
Martinique |
Mauritania |
Mauritius |
Mayotte |
Mexico |
Micronesia |
Moldova |
Monaco |
Mongolia |
Montenegro |
Montserrat |
Morocco |
Mozambique |
Myanmar |
Namibia |
Nauru |
Nepal |
Netherlands |
Netherlands Antilles |
New Caledonia |
New Zealand |
Nicaragua |
Niger |
Nigeria |
Niue |
North Korea |
Northern Mariana Islands |
Norway |
Oman |
Pakistan |
Palau |
Palestinian Authority |
Panama |
Papua New Guinea |
Paraguay |
Peru |
Philippines |
Poland |
Portugal |
Qatar |
Republic of C?te d'Ivoire |
Reunion |
Romania |
Russia |
Rwanda |
Saint Helena, Ascension and Tristan da Cunha |
Samoa |
San Marino |
S?o Tom? and Pr?ncipe |
Saudi Arabia |
Senegal |
Serbia |
Seychelles |
Sierra Leone |
Singapore |
Slovakia |
Slovenia |
Solomon Islands |
Somalia |
South Africa |
Spain |
Sri Lanka |
St. Kitts and Nevis |
St. Lucia |
St. Pierre and Miquelon |
St. Vincent and the Grenadines |
Sudan |
Suriname |
Swaziland |
Sweden |
Switzerland |
Syria |
Taiwan |
Tajikistan |
Tanzania |
Thailand |
Timor-Leste |
Togo |
Tokelau |
Tonga |
Trinidad and Tobago |
Tristan da Cunha |
Tunisia |
Turkey |
Turkmenistan |
Turks and Caicos Islands |
Tuvalu |
Uganda |
Ukraine |
United Arab Emirates |
United Kingdom |
United States |
United States Minor Outlying Islands |
Uruguay |
Uzbekistan |
Vanuatu |
Venezuela |
Vietnam |
Virgin Islands, British |
Virgin Islands, U.S. |
Wallis and Futuna |
Yemen |
Zambia |
Zimbabwe |
Cape Verde |
CCCP/Deleted |
Cocos Islands |
Congo, the Democratic Republic of the |
C“te d'Ivoire |
Fiji |
Gambia |
Holy See (Vatican City State) |
Hong Kong |
Korea, Democratic People's Republic of |
Korea, Republic of |
Macao |
Macedonia |
Norfolk Island |
Pitcairn |
Puerto Rico |
R‚union |
Saint Barth‚lemy |
Saint Helena |
Saint Kitts and Nevis |
Saint Lucia |
Saint Martin (French part) |
Saint Pierre and Miquelon |
Saint Vincent and the Grenadines |
Sao Tome and Principe |
South Sudan |