Using Customer Import Templates
When it comes to importing Customers (or your company’s accounts) into Mothernode CRM, users can import their list of Customers into Mothernode CRM using a standard Microsoft XLS or CSV file. To simplify this process, you can use the Mothernode CRM XLS Templates that contain the necessary fields for import. These templates are already mapped in your import process. Using the Mothernode Import templates is especially beneficial if you plan on importing data from different sources because a single, uniform file can be used for importing your data.
Mothernode CRM Customer Import Template | DOWNLOAD
IMPORTANT: If you are planning on importing customers and contacts, always import Customers First! Then import your contacts. As long as the identical syntax is used for the Customer name in both the Customer Import and the Contact Import, Mothernode CRM will attach the contacts the existing customer on file.
Before you Import
Custom Fields: You can import custom fields. These are fields that are not included in a standard Mothernode CRM account. To import custom fields you need to create the custom fields first in your Mothernode Account. Once they’ve been created they will be included in your mapping options in the import process.
Drop Down Lists: Otherwise known as value lists. When importing fields that will be used as drop-down options to the user, it’s important that you set up the related value lists in your Mothernode account and then make sure that the same values are represented in the import col. This is another case where the syntax must be identical. If your import list includes a value with different syntax or new value not included in your existing value lists, then it will be added as an option in the drop down.
Example: Let’s say you are importing into the Source field. If Tradeshow is listed in the value lists and the XLS file then all will match accordingly. If Tradeshow is what was listed in your value lists, but Trade-show is what is being imported, then in records where Source is indicated, your drop-down list will include both Tradeshow and Trade-show.
Customer Fields for Import
The following fields are available in the Customer Import Template. We recommend using the standard templates for all imports, but users can use their own XLS fields and map the fields accordingly in the import process.
| Field Name | Description | Example | Instruction | Field Type |
|---|---|---|---|---|
| Customer | Name of the customer or account | Mothernode | When importing contacts affiliated with this account make sure the customer name is identical, and Mothernode will automatically file them together | Input |
| Contact First Name | This is the primary contact associated with the customer account | John | ||
| Contact Last Name | This is the primary contact associated with the customer account | Smith | ||
| Contact Email | This is the primary contact associated with the customer account | john.smith@fakeemail.com | ||
| Contact Title | Primary contact's title | CEO | ||
| Contact Department | Primary contact's Department | Management | ||
| Address 1 | Street Address | 8445 Freeport Parkway | Input | |
| Address 2 | Suite or apartment | Suite 100 | Input | |
| City | Customer City | Irving | Input | |
| State | Customer State | TX | Drop Down | |
| Zip / Postal Code | Customer Zip Code | 75063 | Input | |
| Country | Customer Country | USA | Drop Down | |
| Toll Free | Toll free number for customer | (555) 555-1212 | Input | |
| Tel. | Customer main phone number | (555) 555-1212 | Input | |
| Fax | Customer main fax number | (555) 555-1212 | Input | |
| Website | Customer website | www.mothernode.com | Input | |
| Customer twitter account | mothernode | Input | ||
| In an Individual (YES/NO) | Customer is a business or an individual | NO | YES/NO | |
| Bill Address 1 | Customer billing address if different than main address | 8445 Freeport Parkway | Copy the main address columns to the billing if they're the same | Input |
| Bill Address 2 | Customer billing suite if different than main address | Suite 100 | Input | |
| Bill City | Customer billing city if different than main address | Irving | Input | |
| Bill State | Customer billing state if different than main address | TX | Drop Down | |
| Bill Zip / Postal Code | Customer billing zip or postal code if different than main address | 75063 | Input | |
| Bill Country | Customer billing country if different than main address | USA | Drop Down | |
| Bill Tel. | Customer billing phone if different than main address | (555) 555-1212 | Input | |
| Bill Fax | Customer billing fax if different than main address | (555) 555-1212 | Input | |
| Ship Address 1 | Customer shipping address if different than main address | 8445 Freeport Parkway | Copy the main address columns to the shipping if they're the same | Input |
| Ship Address 2 | Customer shipping address if different than main address | Suite 100 | Input | |
| Ship City | Customer shipping city if different than main address | Irving | Input | |
| Ship State | Customer shipping state if different than main address | TX | Drop Down | |
| Ship Zip / Postal Code | Customer shipping zip if different than main address | 75063 | Input | |
| Ship Country | Customer shipping country if different than main address | USA | Drop Down | |
| Ship Tel. | Customer shipping phone if different than main address | (555) 555-1212 | Input | |
| Ship Fax | Customer shipping fax if different than main address | (555) 555-1212 | Input | |
| Market Segment (Industry) | Customer industry | Software | Drop Down | |
| Relationship | The type of relationship the customer is; End user, distributer, reseller, etc. | Customer | Drop Down | |
| Source | Source of business, Search Engine, cold call, event | Website | Drop Down | |
| Payment Terms | Payment terms with the customer; Net 30 , COD, etc. | Monthly | Drop Down | |
| Customer Since | Date you converted the account to a customer | 08/10/2008 | Input | |
| Tax Exempt | Tax exempt number on file for customer | 12345 | Input | |
| Sales Rep | Sales rep user who owns the account | User Name | Drop Down | |
| Account Manager | Account or Project Manager user handling the account | User Name | Drop Down | |
| FOB | Freight on Board; Destination, Dock, Shipping point, etc. | n/a | Drop Down | |
| Ship Method | UPS, FEDEX, DHL, Carrier, etc. | Electronic | Drop Down | |
| Est. Lead Time | Stand deliver time for this account; 1-2 weeks, etc. | 30 days | Drop Down | |
| Account ID | Internal Account ID for this customer | 12345 | Input | |
| Group | Assign a group for a customer; by region, tier, class, etc. | CRM Customers | Drop Down |
