Importing Customers

To import customers, you must provide a CSV file containing the required customer information.

The available columns for this table are:

Column	Description
code	Required. Between 1 and 256 characters. Must be unique.
name	Required. Between 1 and 30 characters. Must be unique per currency.
currency	Required. Must be a valid three-digit ISO 4217 currency code.
active	Optional. A valid boolean value. Defaults to true.
account_manager_id	Optional. The database ID (UUID) of an existing user.
account_manager_email	Optional. The email address of an existing user. Bridge Column.

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Account Manager

An account manager is required for every customer.

You can specify the account manager using either:

• account_manager_id
• account_manager_email

If both columns are provided, account_manager_id takes precedence.

The account_manager_email column acts as a bridge column, allowing you to import customers without needing to know the database IDs generated by Quick Docket in advance.

Example CSV

All columns

code,name,currency,active,account_manager_id,account_manager_email
CUST001,Acme Foods,GBP,true,550e8400-e29b-41d4-a716-446655440000,sales@example.com

Required columns and using account_manager_id

code,name,currency,account_manager_id
CUST001,Acme Foods,GBP,550e8400-e29b-41d4-a716-446655440000

Required columns and using account_manager_email

code,name,currency,account_manager_email
CUST001,Acme Foods,GBP,sales@example.com