Column mapping: Customers

Mappings · approved version 1

Canonical fields and suggestions

Canonical fields
Field	Required	Approved source	Suggested source	Notes
party_code	required	Customer ID	Customer ID(synonym)	—
name	required	Customer Name	Customer Name(synonym)	—
address_line1	optional	Address	Address(synonym)	—
city	optional	City	City(exact)	—
region	optional	State	State(synonym)	—
postal_code	optional	Zip	Zip(synonym)	—
tax_id_last4	optional	Tax ID	Tax ID(synonym)	—
payment_terms_days	optional	Terms	Terms(synonym)	—
is_active	optional	Status	Status(synonym)	map the column's values to true and false
created_on	optional	Created	Created(synonym)	54 values also read as DD/MM/YYYY; confirm
country	optional	Country	Country(exact)	—
email	optional	AP Email	—	—
default_currency	optional	Currency	Currency(synonym)	—

Unmatched columns: AP Email. Start from the suggestion

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Mapping (JSON)

{
  "fields": {
    "address_line1": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "Address"
    },
    "city": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "City"
    },
    "country": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "Country"
    },
    "created_on": {
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "parse_date",
          "format": "MM/DD/YYYY"
        }
      ],
      "source": "Created"
    },
    "default_currency": {
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "currency"
        }
      ],
      "source": "Currency"
    },
    "email": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "AP Email",
      "required": false
    },
    "is_active": {
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "parse_boolean",
          "true": [
            "Active"
          ],
          "false": [
            "Inactive"
          ]
        }
      ],
      "source": "Status"
    },
    "name": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "Customer Name"
    },
    "party_code": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "Customer ID"
    },
    "payment_terms_days": {
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "regex_extract",
          "group": 1,
          "pattern": "^Net (\\d+)$"
        },
        {
          "step": "parse_integer"
        }
      ],
      "source": "Terms"
    },
    "postal_code": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "Zip"
    },
    "region": {
      "steps": [
        {
          "step": "trim"
        }
      ],
      "source": "State"
    },
    "tax_id_last4": {
      "steps": [
        {
          "step": "trim"
        },
        {
          "step": "empty_to_null"
        },
        {
          "step": "regex_extract",
          "group": 1,
          "pattern": "(\\d{4})$"
        }
      ],
      "source": "Tax ID",
      "required": false
    }
  },
  "exclude_rows_where_blank": []
}

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Versions

Version 1 approvedchange request

Field

Required

Approved source

Suggested source

Notes

party_code

required

Customer ID

Customer ID(synonym)

—

name

required

Customer Name

Customer Name(synonym)

—

address_line1

optional

Address

Address(synonym)

—

city

optional

City

City(exact)

—

region

optional

State

State(synonym)

—

postal_code

optional

Zip

Zip(synonym)

—

tax_id_last4

optional

Tax ID

Tax ID(synonym)

—

payment_terms_days

optional

Terms

Terms(synonym)

—

is_active

optional

Status

Status(synonym)

map the column's values to true and false

created_on

optional

Created

Created(synonym)

54 values also read as DD/MM/YYYY; confirm

country

optional

Country

Country(exact)

—

optional

AP Email

—

default_currency

optional

Currency

Currency(synonym)

—