Customers
Customers are the entities that are billed for services. Customers can be individuals or organizations. Customers can have multiple contacts associated with them. Customers can also have multiple devices and services associated with them.
Customer CSV Format
Below is the CSV format for importing customers. You can download a sample CSV file below.
- Name
ID- Type
- int | string
- Description
The ID of the customer on your current system. In subsequent imports, Nucleo will bind imported data to this ID for any service or device that references this customer.
- Name
Name- Type
- string
- Description
The name of the customer.
- Name
Status- Type
- boolean
- Description
The status of the customer.
0for active,1for inactive.
- Name
Start Date- Type
- date
- Description
The date the customer started in your platform.
- Name
End Date- Type
- date
- Description
The date the customer ended in your platform. If the customer is still active, leave this column blank.
- Name
Autopay Enabled- Type
- int
- Description
Whether or not the customer has autopay enabled.
0for disabled,1for enabled.
- Name
Billing method- Type
- string
- Description
The billing method for the customer. Valid values are
Off,Manual,Automatic.
- Name
Tax Exempt- Type
- boolean
- Description
Flag if the customer is tax exempt.
0for not tax exempt,1for tax exempt.
- Name
Invoice Delivery Type- Type
- string
- Description
The invoice delivery type for the customer. Valid values are
Email,Automated Print,Do Not Send.
- Name
Address- Type
- string
- Description
The address of the customer.
- Name
City- Type
- string
- Description
The city the customer is in.
- Name
State- Type
- string
- Description
The state the customer is in. This is the two letter abbreviation for the state.
- Name
Zip- Type
- string
- Description
The zip code of the customer.