The Customers Dataset has 2 sheets within the single spreadsheet. Its used to collect your customer's data for you workspace.
| Customer Defaults | ||||
| Column Name | Required | Value Type | Description | Example Value |
| Customer No. | No | Number | The unique customer identifier | 100100 |
| Customer Name | Yes | Text | The customer's company name | Northwest Highschool |
| Aliases | No | Text | Other ways this customer is referred to | NWH |
| Parent Customer No. | No | Number | The unique customer identifier of the parent company (if available) | 204531 |
| GenCont: First Name | No | Text | The first name of the general contact for this customer | Mary |
| GenCont: Last Name | No | Text | The last name of the general contact for this customer | Jane |
| GenCont: Phone | No | Text | The phone number used to contact the general contact for this customer | 800-333-4444 |
| GenCont: Cell | No | Text | The mobile number used to contact the general contact for this customer | 456-312-4425 |
| GenCont: Email | No | Text | The email addressed used to contact the general contact for this customer | maryjane@nwhschool.com |
| MailTo: Attention | No | Text | Who to address when sending physical mail to the customer | Mary Jane |
| MailTo: Company | No | Text | The company name for this customer | Northwest High School |
| MailTo: Street 1 | No | Text | The street address for this customer | 101 Chicago Ave. |
| MailTo: Street 2 | No | Text | Optional field used to capture location details that don't fit in Street 1 | Ste. 101 |
| MailTo: City | No | Text | The city where the customer resides | Evanston |
| MailTo: State | No | Text | The state where the customer resides | Illinois |
| MailTo: Zip | No | Text | The zip code of the customer's location | 60202 |
| MailTo: Country | No | Text | The country that customer resides in | USA |
| ShipTo: Attention | No | Text | Who to address when sending physical mail to the customer | Mary Jane |
| ShipTo: Company | No | Text | The company name for this customer's ship to address | Northwest High School |
| ShipTo: Street 1 | No | Text | The street address for this customer's ship to address | 101 Chicago Ave. |
| ShipTo: Street 2 | No | Text | Optional field used to capture location details that don't fit in Street 1 | Ste. 101 |
| ShipTo: City | No | Text | The city used for this customer's ship to address | Evanston |
| ShipTo: State | No | Text | The state used for this customer's ship to address | Illinois |
| ShipTo: Zip | No | Text | The zip code used for this customer's ship to address | 60202 |
| ShipTo: Country | No | Text | The country used for this customer's ship to address | USA |
| BillTo: First Name | No | Text | The first name of the billing contact for this customer | Mary |
| BillTo: Last Name | No | Text | The last name of the billing contact for this customer | Jane |
| BillTo: Phone | No | Text | The phone number used to contact the billing contact for this customer | 800-333-4444 |
| BillTo: Cell | No | Text | The mobile number used to contact the billing contact for this customer | 456-312-4425 |
| BillTo: Email | No | Text | The email addressed used to contact the billing contact for this customer | maryjane@nwhschool.com |
| BillTo: Attention | No | Text | Who to address when sending physical mail to the customer's billing contact | Mary Jane |
| BillTo: Company | No | Text | The company name for this customer's billing contact | Northwest High School |
| BillTo: Street 1 | No | Text | The street address for this customer's billing contact | 101 Chicago Ave. |
| BillTo: Street 2 | No | Text | Optional field used to capture location details that don't fit in Street 1 for this customer's billing contact | Ste. 101 |
| BillTo: City | No | Text | The city for the customer's billing contact | Evanston |
| BillTo: State | No | Text | The state for the customer's billing contact | Illinois |
| BillTo: Zip | No | Text | The zip code for the customer's billing contact | 60202 |
| BillTo: Country | No | Text | The country for the customer's billing contact | USA |
| Tax Routine | Yes | Number | The Tax Routine for this customer found in the Accounting Dataset | Avalara |
| Credit Routine | Yes | Number | The Credit Routine for this customer found in the Accounting Dataset | |
| Customer Contacts | ||||
| Column Name | Required | Value Type | Description | Example Value |
| Customer Number | Yes | Number | The unique customer identifier | 100100 |
| Contact Number | No | Number | The unique contact identifier | 1 |
| Contact: First Name | Yes | Text | The first name of the contact this customer | Mary |
| Contact: Last Name | Yes | Text | The last name of the contact for this customer | Jane |
| Contact: Phone | No | Text | The phone number used to reach this contact | 800-333-4444 |
| Contact: Cell | No | Text | The mobile number used to reach this contact | 456-312-4425 |
| Contact: Email | No | Text | The email addressed used to reach this contact | maryjane@nwhschool.com |
| ShipTo: Attention | No | Text | Who to address when sending physical mail to the customer | Mary Jane |
| ShipTo: Company | No | Text | The company name for this customer's ship to address | Northwest High School |
| ShipTo: Street 1 | No | Text | The street address for this customer's ship to address | 101 Chicago Ave. |
| ShipTo: Street 2 | No | Text | Optional field used to capture location details that don't fit in Street 1 | Ste. 101 |
| ShipTo: City | No | Text | The city used for this customer's ship to address | Evanston |
| ShipTo: State | No | Text | The state used for this customer's ship to address | Illinois |
| ShipTo: Zip | No | Text | The zip code used for this customer's ship to address | 60202 |
| ShipTo: Country | No | Text | The country used for this customer's ship to address | USA |