Guides
Start typing to search…

Accounts Import - FTP

This page introduces the CSV-based import system for Accounts in DJUST

⚙️ Introduction

This job allow the creation and update of Accounts via CSV import.

You can:

  • Create and update Accounts
  • Create and manage addresses linked to accounts

📂 CSV Structure

The CSV file must contain one row per Account.

To add multiple addresses, create one row per address for the same account.

📄

Template CSV

You can use the following spreadsheet as a template to structure your import:

Account - CSV Template

📋 Fields

Field Name

Definition

Required on creation

Required on update

Default value

Account Name

Account name

✅

Account Manager Name

Account manager name

Account External Id

Unique external identifier for the Account

✅

✅

Account Website

Website URL

Company Registration Name

Registered company name

✅

Business Registration Number

Business registration number

✅

Customer Tag External Id

External customer tag Id

Account VAT Number

VAT number of the Account

Deleted

To delete the Account

FALSE

Inactive

To deactivate the Account

FALSE

Address External Id

External identifier of the address

✅

☑️ (Only required when updating the Address)

Address Full Name

Full name associated with the address

✅

Address Country

Country of the address

✅

Address City

City of the address

✅

Address Zip Code

Zip code of the address

✅

Address Street Name

Street name of the address

✅

Address Label

Label for identifying the address

Address Additional Street Name

Additional information about the address

Address Phone Number

Phone number associated with the address

Unlink Address from Account

Boolean to unlink an address from an Account

FALSE

Shipping Address

Boolean to define an address as a shipping address

TRUE

Billing Address

Boolean to define an address as a billing address

TRUE

⚠️

Required Custom Fields

Any custom fields configured as required in DJUST must also be included in the CSV.

📌 Key Business Rules

  • An Account can have one or more addresses.

  • By default, an address will defined as shipping and billing address.

  • An address can be unlinked from the Account

  • An address can be associated with multiple Accounts. In this case, you still have to provided all the mandatory information related to the address and not only its Address External Id

  • It is not possible to update an existing address that is already associated with another Account while simultaneously linking it to this new Account

  • It is not possible to update the Account External Id and the Address External Id

  • Empty fields in standard columns do not delete the recorded values

  • Empty fields in Custom Fields delete the recorded values

📌

Best Practices

✔️ Map the required Custom Fields

✔️ Follow data formatting guidelines for optimal import results


Updated 16 days ago