No | Field | Required | Notes |
1 | First Name | Y | First name of the billing contact |
2 | Last Name | Y | Last name of the billing contact |
3 | Company Name | N | Required for business accounts |
4 | Account Number | Y | Your customer account number. Create an arbitrary one if you do not have one. Must be unique |
5 | Primary Email | Y | |
6 | Login | Y | Create a unique logon name for each customer. Must be at least 6 characters |
7 | Password | Y | The Password must be at least 8 characters and MUST INCLUDE AT LEAST ONE UPPER CASE LETTER, ONE LOWERCASE LETTER AND ONE NUMBER |
8 | Street | N | Customer address fields are recommended |
9 | Suite/Dept | N | Customer address fields are recommended |
10 | City | N | Customer address fields are recommended |
11 | State / Province | N | Customer address fields are recommended |
12 | Zip / Postal Code | N | Customer address fields are recommended |
13 | Country | N | Customer address fields are recommended |
14 | Country Code | N | Customer address fields are recommended |
15 | Primary Phone | N | |
16 | Cell Phone | N | |
17 | Outstanding Balance | Y | The current outstanding balance for this customer, should ideally be 0.00 unless you have imported previous invoices. This equation MUST hold true: OutstandingBalance = PreviousBalance + CurrentBalance - LastPaymentAmount |
18 | Previous Balance | Y | The amount carried over from the previous invoice |
19 | Current Balance | Y | The amount of current charges for the current invoice |
20 | Last Payment Amount | Y | The amount for the last payment received for this customer |
21 | Last Payment Date | Y | The date of the last payment |
22 | Last Invoice Amount | Y | The last invoiced amount |
23 | Last Invoiced Date | Y | The date on the last invoice |
24 | Lifetime Payments | Y | The total payments made by this customer to date excluding adjustments such as credits, refunds, etc. Set to 0.00 if unknown |
25 | Lifetime Value | Y | The total value derived from this customer to date (including payments and credits). Set to 0.00 if unknown |
26 | Next Due Date | Y | The next due date for the outstanding invoice |
27 | Credit Card No1 | N | The credit card to store with the customer's profile for auto-pay |
28 | Card Expiry Date1 | N | The expiry date for the credit card |
29 | Card Type1 | N | One of the following: 'Mastercard', 'Visa', 'Amex', 'Discover', 'JCB', 'Diners' |
30 | Cardholder Name1 | N | The name on the credit card |
31 | Cardholder Street1 | N | Billing address if different from the customer address |
32 | Cardholder City1 | N | Billing address if different from the customer address |
33 | Cardholder State1 | N | Billing address if different from the customer address |
34 | Cardholder Zip1 | N | Billing address if different from the customer address |
35 | Cardholder Country1 | N | Billing address if different from the customer address |
36 | Cardholder Countrycode1 | N | Billing address if different from the customer address |
37 | Credit Card No2 | N | The credit card to store with the customer's profile for auto-pay |
38 | Card Expiry Date2 | N | The expiry date for the credit card |
39 | Card Type2 | N | One of the following: 'Mastercard', 'Visa', 'Amex', 'Discover', 'JCB', 'Diners' |
40 | Cardholder Name2 | N | The name on the credit card |
41 | Cardholder Street2 | N | Billing address if different from the customer address |
42 | Cardholder City2 | N | Billing address if different from the customer address |
43 | Cardholder State2 | N | Billing address if different from the customer address |
44 | Cardholder Zip2 | N | Billing address if different from the customer address |
45 | Cardholder Country2 | N | Billing address if different from the customer address |
46 | Cardholder Countrycode2 | N | Billing address if different from the customer address |
47 | Credit Card No3 | N | The credit card to store with the customer's profile for auto-pay |
48 | Card Expiry Date3 | N | The expiry date for the credit card |
49 | Card Type3 | N | One of the following: 'Mastercard', 'Visa', 'Amex', 'Discover', 'JCB', 'Diners' |
50 | Cardholder Name3 | N | The name on the credit card |
51 | Cardholder Street3 | N | Billing address if different from the customer address |
52 | Cardholder City3 | N | Billing address if different from the customer address |
53 | Cardholder State3 | N | Billing address if different from the customer address |
54 | Cardholder Zip3 | N | Billing address if different from the customer address |
55 | Cardholder Country3 | N | Billing address if different from the customer address |
56 | Cardholder Countrycode3 | N | Billing address if different from the customer address |
57 | Aba Routing Number1 | N | The 9 digit bank routing number for ACH |
58 | Account Number1 | N | The bank account number for ACH |
59 | Institution Name1 | N | The name of the bank or financial institution |
60 | Account Type1 | N | One of the following: 'Checking', 'Savings', 'BusinessChecking' |
61 | Account Name1 | N | The name on the bank account |
62 | Aba Routing Number2 | N | The 9 digit bank routing number for ACH |
63 | Account Number2 | N | The bank account number for ACH |
64 | Institution Name2 | N | The name of the bank or financial institution |
65 | Account Type2 | N | One of the following: 'Checking', 'Savings', 'BusinessChecking' |
66 | Account Name2 | N | The name on the bank account |
67 | Aba Routing Number3 | N | The 9 digit bank routing number for ACH |
68 | Account Number3 | N | The bank account number for ACH |
69 | Institution Name3 | N | The name of the bank or financial institution |
70 | Account Type3 | N | One of the following: 'Checking', 'Savings', 'BusinessChecking' |
71 | Account Name3 | N | The name on the bank account |
72 | tokenA1 | N | If using tokenization with a payment gateway, then the value of the 1st token. For the Authorize.Net payment processor, this corresponds to the customerProfileID |
73 | tokenB1 | N | If using tokenization with a payment gateway, then the value of the 2nd token (if any). For the Authorize.Net payment processor, this corresponds to the customerPaymentProfileID |
74 | tokenC1 | N | If using tokenization with a payment gateway, then the value of the 3rd token if any |
75 | expiry1 | N | The expiry date for the underlying instrument (credit card expiry date or ACH authorization expiry). If not provided, then no expiry notifications can be sent. |
80 | baseType1 | N | Must be one of: 'CreditCard', 'ACH' |
81 | last4Digits1 | N | The last 4 digits of the credit card or bank account. Use "XXXX" if unknown. This value will be displayed on the payment related screens |
82 | friendlyName1 | N | The customer assigned name for this tokenized payment method (eg: "Capital One Visa"). The BluSynergy system usually assigns something like "Visa - 9876" for newly entered cards, the data import file should use something like "my creditcard" if unknown. |
72 | tokenA2 | N | If using tokenization with a payment gateway, then the value of the 1st token. For the Authorize.Net payment processor, this corresponds to the customerProfileID |
73 | tokenB2 | N | If using tokenization with a payment gateway, then the value of the 2nd token (if any). For the Authorize.Net payment processor, this corresponds to the customerPaymentProfileID |
74 | tokenC2 | N | If using tokenization with a payment gateway, then the value of the 3rd token if any |
75 | expiry2 | N | The expiry date for the underlying instrument (credit card expiry date or ACH authorization expiry). If not provided, then no expiry notifications can be sent. |
80 | baseType2 | N | Must be one of: 'CreditCard', 'ACH' |
81 | last4Digits2 | N | The last 4 digits of the credit card or bank account. Use "XXXX" if unknown. This value will be displayed on the payment related screens |
82 | friendlyName2 | N | The customer assigned name for this tokenized payment method (eg: "Capital One Visa"). The BluSynergy system usually assigns something like "Visa - 9876" for newly entered cards, the data import file should use something like "my creditcard" if unknown. |
72 | tokenA3 | N | If using tokenization with a payment gateway, then the value of the 1st token. For the Authorize.Net payment processor, this corresponds to the customerProfileID |
73 | tokenB3 | N | If using tokenization with a payment gateway, then the value of the 2nd token (if any). For the Authorize.Net payment processor, this corresponds to the customerPaymentProfileID |
74 | tokenC3 | N | If using tokenization with a payment gateway, then the value of the 3rd token if any |
75 | expiry3 | N | The expiry date for the underlying instrument (credit card expiry date or ACH authorization expiry). If not provided, then no expiry notifications can be sent. |
80 | baseType3 | N | Must be one of: 'CreditCard', 'ACH' |
81 | last4Digits3 | N | The last 4 digits of the credit card or bank account. Use "XXXX" if unknown. This value will be displayed on the payment related screens |
82 | friendlyName3 | N | The customer assigned name for this tokenized payment method (eg: "Capital One Visa"). The BluSynergy system usually assigns something like "Visa - 9876" for newly entered cards, the data import file should use something like "my creditcard" if unknown. |