Import customers

The following is a list and explanation of each of the fields you can include when importing customers:

Important Note: If you sync with an accounting system, we don't recommend importing records via CSV into Bill.com℠ unless they don’t exist in your accounting system at all to avoid duplicates and sync errors.

Field Name	Required?	Maximum length	Description	Accepted Values	Additional Information
Active?	No	N/A	- Denotes if this Vendor is active or inactive	- Active - Inactive	- Requires an exact match with one of the accepted values - All records are set to Active when created; they cannot be created and set to inactive in the same import
Customer Name*	Yes	100 characters	- Key field - The name of this Customer	N/A	Requires an exact match with the desired Customer's name (for updating)
Customer ID	No	100 characters	An alternative identifier for this Customer defined by you and/or a third-party system	N/A	N/A
Parent Customer Name	100 characters	The name of this Customer's parent	N/A	N/A	- Requires an exact match with the desired Customer's name - The desired Customer must be active in Bill.com or created during the same import
Parent Customer ID	No	100 characters	An alternative identifier for this Customers parent defined by you and/or a third-party system	N/A	N/A
Company Name	No	250 characters	The full name of this Customer's company	N/A	N/A
First Name	No	100 characters	The first name of the primary contact for this Customer	N/A	N/A
Last Name	No	100 characters	The last name of the primary contact for this Customer	N/A	N/A
Account Number	No	100 characters	The identifier that denotes this Customer's account with you	N/A	N/A
Billing Address	No	500 characters	The first line of this Customer's billing address	N/A	N/A
billAddress2	No	500 characters	The second line of this Customer's billing address	N/A	N/A
billAddress3	No	500 characters	The third line of this Customer's billing address	N/A	N/A
billAddress4	No	500 characters	The fourth line of this Customer's billing address	N/A	N/A
City	No	255 characters	The city of this Customer's billing address	N/A	N/A
State	No	255 characters	The state or province of this Customer's billing address	N/A	N/A
Country	No	255 characters	The country of this Customer's billing address	N/A	N/A
Zip	No	20 characters	The zip code or postal code of this Customer's billing address	N/A	N/A
Shipping Address	No	500 characters	The first line of this Customer's shipping address	N/A	N/A
shipAddress2	No	500 characters	The second line of this Customer's shipping address	N/A	N/A
shipAddress3	No	500 characters	The third line of this Customer's shipping address	N/A	N/A
shipAddress4	No	500 characters	The fourth line of this Customer's shipping address	N/A	N/A
Customer City	No	255 characters	The city of this Customer's shipping address	N/A	N/A
Customer State	No	255 characters	The state or province of this Customer's shipping address	N/A	N/A
Customer Country	No	255 characters	The country of this Customer's shipping address	N/A	N/A
Customer Zip	No	20 characters	The zip code or postal code of this Customer's shipping address	N/A	N/A
Email	No	1023 characters	The email address for this Customer	N/A	Must be formatted as email address: e.g., name@domain.com
Phone	No	40 characters	The phone number for this Customer	N/A	N/A
Alternate Phone	No	40 characters	An alternate phone number for this Customer	N/A	N/A
Fax	No	40 characters	The fax number for this Customer	N/A	N/A
Description	No	4000 characters	The description of this Customer	N/A	N/A
Print As	No	N/A	How this company/customer should be displayed/printed on the invoice	N/A	N/A
Type	No	N/A	Type of Customer	Company Individual	N/A

Things to know

Customer balances can't be imported
Balances are based on invoices in Bill.com
Maximum character length is subject to count allowed in your accounting system

The following fields won't import, leave them blank on the template to avoid errors:

Default Invoice Delivery Method
Is Auto Charge Dismissed
Customer creation source
Invoice Financing Enabled
Auto Invoice Financing Enabled

Import customers

Things to know

The following fields won't import, leave them blank on the template to avoid errors:

Resources

FAQ

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