> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_customer_template.md).

# Customer Template

Excel template for importing customers into Bevica Select. Use it with RapidStart/Configuration Packages during Business Central data migration.

Use this template to create or update **Customers** in Bevica.

### Before you start

You need:

* [​Excel Template Data Migration](/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md#excel-template-data-migration)
* [​​Configuration Worksheet](/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md#configuration-worksheet)

### When to use this template

Export it from **Configuration Worksheet** on the **Customer** line.

Use it for initial loads and bulk updates.

### Dependencies (what must exist first)

* Customer Posting Group
* Gen. Bus. Posting Group
* VAT Bus. Posting Group

Optional codes must also exist if you populate them. Examples: **Payment Terms Code**, **Location Code**, **Shipping Agent Code**.

### Step-by-step

{% stepper %}
{% step %}

### Export the template

1. Open **Configuration Worksheet**.
2. Select the **Customer** line.
3. Select **Excel** → **Export to Template**.
   {% endstep %}

{% step %}

### Populate rows

1. Create one row per customer.
2. Format **No.** as **Text** in Excel.
3. Use plain values. Avoid formulas.

Minimum viable fields:

`No.` , `Name` , `Customer Posting Group` , `Gen. Bus. Posting Groups` , `VAT Bus. Posting Groups`
{% endstep %}

{% step %}

### Import and apply

1. Back on the **Customer** line, select **Excel** → **Import from Template**.
2. Fix any errors in the preview.
3. Select **Apply Data**.
   {% endstep %}

{% step %}

### Verify

1. Open **Customers**.
2. Filter on imported **No.** values.
3. Check posting groups and defaults on the customer card.
   {% endstep %}
   {% endstepper %}

{% hint style="info" %}
To populate **Credit Limit (LCY)** and **TVT Credit Status** via template, you need the relevant permission.

If imports fail on these fields, verify your **User Setup** settings.
{% endhint %}

### Field reference (template columns)

#### Field list

The template has the following fields:

<table data-header-hidden="false" data-header-sticky><thead><tr><th width="126.33331298828125">Field ID / Name</th><th width="148">Related Table / Name</th><th width="142.666748046875">Mandatory FieldType</th><th>Note</th></tr></thead><tbody><tr><td>1 <code>No.</code></td><td></td><td>Code 20 (Mandatory)</td><td>Unique customer reference. If customers are being imported from another system keep the same customer reference.</td></tr><tr><td>2 <code>Name</code></td><td></td><td>Text 100</td><td></td></tr><tr><td>5 <code>Address</code></td><td></td><td>Text 100</td><td></td></tr><tr><td>6 <code>Address 2</code></td><td></td><td>Text 50</td><td></td></tr><tr><td>7 <code>City</code></td><td></td><td>Text 30</td><td></td></tr><tr><td>92 <code>County</code></td><td></td><td>Text 30</td><td></td></tr><tr><td>91 <code>Post Code</code></td><td></td><td>Code 20</td><td></td></tr><tr><td>35 <code>Country/Region Code</code></td><td>(9) Country/Region</td><td>Code 10</td><td>Any value entered here must already exist in its related table.</td></tr><tr><td>9 <code>Phone No.</code></td><td></td><td>Text 30</td><td></td></tr><tr><td>102 <code>E-Mail</code></td><td></td><td>Text 80</td><td></td></tr><tr><td>29 <code>Salesperson Code</code></td><td>(13) Salesperson/Purchaser</td><td>Code 20</td><td>Any value entered here must already exist in its related table. Note: if you are populating this field, do not populate the Salesperson dimension column. See Dimensions below.</td></tr><tr><td>22 <code>Currency Code</code></td><td>(4) Currency</td><td>Code 10</td><td>If the customer is invoiced in local currency leave this field blank. Any value entered here must already exist in its related table.</td></tr><tr><td>20 <code>Credit Limit (LCY)</code></td><td></td><td>Number</td><td>Set the customer's credit limit. This is used to set sales orders to 'Credit Held' if necessary. Zero is unlimited credit, if in doubt set the value to 1. You must have 'Allow Release Credit Held Orders' in User Setup to populate this field.</td></tr><tr><td>70505 <code>TVT Credit Status</code></td><td></td><td>Option</td><td>Allowed options are: Open, Credit Held. You must have 'Allow Release Credit Held Orders' in User Setup to populate this field.</td></tr><tr><td>23 <code>Customer Price Group</code></td><td>(6) Customer Price Group</td><td>Code 10</td><td>Any value entered here must already exist in its related table.</td></tr><tr><td>34 <code>Customer Disc. Group</code></td><td>(340) Customer Discount Group</td><td>Code 20</td><td>Any value entered here must already exist in its related table.</td></tr><tr><td>7001 <code>Allow Line Disc.</code></td><td></td><td>Yes/No</td><td>Set this to Yes if you want Bevica to find sales line discounts for this customer.</td></tr><tr><td>82 <code>Prices Including VAT</code></td><td></td><td>Yes/No</td><td>Set this if you want prices to be displayed inclusive of VAT, i.e. retail customers.</td></tr><tr><td>21 <code>Customer Posting Group</code></td><td>(92) Customer Posting Group</td><td>Code 20 (Mandatory)</td><td>Any value entered here must already exist in its related table.</td></tr><tr><td>88 <code>Gen. Bus. Posting Group</code></td><td>(250) Gen. Business Posting Group</td><td>Code 20 (Mandatory)</td><td>Any value entered here must already exist in its related table.</td></tr><tr><td>110 <code>VAT Bus. Posting Group</code></td><td>(323) VAT Business Posting Group</td><td>Code 20 (Mandatory)</td><td>Any value entered here must already exist in its related table.</td></tr><tr><td>27 <code>Payment Terms Code</code></td><td>(3) Payment Terms</td><td>Code 10</td><td>Any value entered here must already exist in its related table.</td></tr><tr><td>83 <code>Location Code</code></td><td>(14) Location</td><td>Code 10</td><td>Set the default warehouse that this customer is supplied from. Any value entered here must already exist in its related table.</td></tr><tr><td>31 <code>Shipping Agent Code</code></td><td>(291) Shipping Agent</td><td>Code 10</td><td>Any value entered here must already exist in its related table.</td></tr><tr><td>5792 <code>Shipping Agent Service Code</code></td><td>(5790) Shipping Agent Services</td><td>Code 10</td><td>Any value entered here must already exist in its related table.</td></tr><tr><td>39 <code>Blocked</code></td><td></td><td>Option</td><td>Allowed options are: blank, Ship, Invoice, All. Typically, only blank (no restrictions) or All (complete restrictions) are used.</td></tr><tr><td>42 <code>Print Statements</code></td><td></td><td>Yes/No</td><td>Set this to Yes if you want the customer to receive monthly account statements.</td></tr><tr><td>93 <code>EORI Number</code></td><td></td><td>Code 40</td><td></td></tr><tr><td>70503 <code>TVT AWRS URN</code></td><td></td><td>Code 20</td><td></td></tr><tr><td>999999901..999999912 <code>Dimension Code</code></td><td>(349) Dimension Value</td><td>Code 20</td><td>The Excel template will specify the specific dimension code to use here. Only use this field if the dimension code relates to your customer. Any value entered here must already exist in its related dimension code table. Note: Do not populate the Duty dimension column, or the Salesperson dimension column. The Duty dimension is used internally by the system. The Salesperson dimension will flow through to the transactions from the <code>Salesperson Code</code> field.</td></tr></tbody></table>


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