Company Import Mapping

Table Of Contents

Creating a CSV File

To create a CSV file for importing data into Khaos Control Cloud you will need software capable of making a spreadsheet, such as Microsoft Excel or Google Sheets.

Open up the software you are using and create a new document.
In the first row you will need to enter a title for each column, so you know what data is included in the column when it comes to importing it into Khaos Control Cloud.
Microsoft Excel

Google Sheets
Now fill in each column with the matching data for each product, with each product on a new row.
Microsoft Excel

Google Sheets
Once you have entered all of the product information you will need to save the spreadsheet as a "Comma-separated Value (CSV)" file.

In Microsoft Excel you do this by clicking "File", then "Save As", then "Browse", then under "Save as type" select "CSV (Comma delimited) (*.csv)":

You can then browse and select the location to save the file, as well as give the file a name via the "File name" field, then click the "Save" button.
In Google Sheets you do this by clicking "File", then "Download", then "Comma-separated values (.csv)":

Your browser will then download the file to your default download location.

Testing your Import

Once you have CSV file setup and are ready to import your product data into Khaos Control Cloud, it is recommended that you first test this using your "Demo" Khaos Control Cloud system.

This way you can make sure that all of the required data is in the correct place, and that the import works correctly.

Import Mappings

Required Fields

Fields that are marked as "Required" must be included in the import or it will fail.

If you need to run an import more than once then all "Required" fields MUST be completed for each import.

Title	Field Name	Description	Required
Country	Address:ADDRCOUNTRY_ID		NO
Email	Address:ADDRESS_EMAIL		NO
Address	Address:ADDRESS1	The first line of the address information.	NO
Address	Address:ADDRESS2	The second line of the address information.	NO
Address Type	Address:ATYPE_ID		NO
	Address:COUNTRY_NAME	The text name of the country. This has to match the name found in Khaos Control, otherwise it will default to United Kingdom.	NO
Country Code	Address:COUNTRY2_CODE	The 2-character country code for the address. GB for the United Kingdom.	NO
County/State	Address:COUNTY	The address county.	NO
Courier Note	Address:COURIER_NOTE		NO
Email	Address:EMAIL	A generic address-level e-mail contact.	NO
Fax	Address:FAX	A generic address-level fax contact.	NO
Locality	Address:LOCALITY	The third line of the address information, or the locality of the address.	NO
Organisation	Address:ORGANISATION	The organisation name of the address being imported.	NO
Postal Code	Address:POSTCODE	The address postcode.	NO
Pref Contact	Address:PREF_CONTACT		NO
Pref Del	Address:PREF_DELADDRESS	0 = NO / -1 = YES. Whether this address is the preferred delivery address.	NO
Telephone	Address:TELEPHONE	A generic address-level telephone number.	NO
Town	Address:TOWN	The town associated with the address being saved.	NO
Customs Invoice	Address:USE_CUSTOMS_INVOICE		NO
Default Agent	AGENT_ID	The default agent of the company as defined in [ System Data \| Agents ].	NO
Sort Code	BANKACCOUNT_CODE	The sort code for the customer's bank account.	NO
Bank Name	BANKACCOUNT_NAME	The name of the company's bank.	NO
Account	BANKACCOUNT_NUMBER	The bank account number for the company.	NO
Contact Type	COMM_LOG_CONTACT_TYPE		NO
Code (URN)	COMPANY_CODE	Use this to optionally define the unique reference number for the company record.	YES
Invoice Note	COMPANY_INVOICE_NOTE	A note which will associate with invoices raised for the company.	NO
Name	COMPANY_NAME	The name of the company being setup. In the case of a retail customer this can be the title, forename and surname.	YES
General Note	COMPANY_NOTE		NO
Delivery Note / Picking List Note	COMPANY_PICKINGLIST_NOTE	A note which will associate with the picking and delivery note reports for the company.	NO
Statement Note	COMPANY_STATEMENT_NOTE	A note which will associate with the company statements.	NO
Company Class	COMPCLASS_ID	The classification of the company as defined in [ System Data \| Company Classes ].	YES
Price Lists	COMPCLASSPL_ID		NO
Email	Contact:CONTACT_EMAIL		NO
Preferred Contact	Contact:CONTACT_LIST		NO
Note	Contact:CONTACT_NOTE	A note which is associated with the individual contact.	NO
Created Date	Contact:CREATED_DATE		NO
Mailing Flag	Contact:DATAPROT_ID	The data protection level of the individual contact. Use the values you have specified in [ System Data \| Data Protection ]. An example of such a value would be, "Our use and any 3rd parties".	NO
DOB	Contact:DATE_OF_BIRTH	The individual's date of birth, provide as dd/mm/yyyy.	NO
Email	Contact:EMAIL	The individual's e-mail address.	NO
E-Mailing List Subscriber	Contact:EMAIL_SUBSCRIBER	0 = NO / -1 = YES. Is this individual an e-mail list subscriber.	NO
Fax	Contact:FAX1	The individual's fax number.	NO
Forename	Contact:FORENAME	The forename of the individual contact.	NO
	Contact:FULL_NAME	Use this if your contact name is in a single column and the import will try to split the value into Title, Forename, Surname.	NO
Gender	Contact:GENDER	The individual's gender.	NO
	Contact:HIDE_CONTACT		NO
	Contact:HOLD_DATA		NO
Job Title	Contact:JOB_TITLE	The individual's job title.	NO
Pref.Comm.Method	Contact:PCM_ID		NO
Pref. Del. Contact	Contact:PREF_DELCONTACT	0 = NO / -1 = YES. Is the contact the preferred delivery contact.	NO
Pref. Inv. Contact	Contact:PREF_INVCONTACT	0 = NO / -1 = YES. Is the contact the preferred invoice contact.	NO
Surname	Contact:SURNAME	The surname of the individual contact.	NO
Phone	Contact:TEL1	The individual's telephone number.	NO
Mobile	Contact:TEL2		NO
Tel3	Contact:TEL3		NO
Title	Contact:TITLE	The title of the individual contact.	NO
Country	COUNTRY_ID		NO
Default Courier	COURIER_ID		NO
Credit Limit	CREDIT_AMOUNT	The amount of credit on sales to be extended to the company.	NO
Credit Ref	CREDIT_REF1		NO
Credit Ref 2	CREDIT_REF2		NO
Credit Code	CREDIT_STATUS		NO
Credit Limit	CREDITP_AMOUNT		NO
Credit Controller	CREDITREVIEW_USER_ID		NO
Company Type	CTYPE_ID	The type of the company as defined in [ System Data \| Company Types ]	NO
Currency	CURRENCY_ID	The name of the currency as defined in [ System Data \| Currencies ].	NO
Mailing Flag	DATAPROT_ID	The data protection level of the company. Use the values you have specified in [ System Data \| Data Protection ]. An example of such a value would be, "Our use and any 3rd parties".	NO
Disc/Ovr	DISCOUNT	A percentage discount to apply to Sales Orders by default.	NO
eBay Name	EBAY_NAME		NO
EC Company	EC_COMPANY	0 = NO / -1 = YES. Companies that are marked as YES will have their tax values posted into the EC portion of the tax register and appear in the relevant EC sections of the VAT Return.	NO
EORI Number	EORI_NUMBER		NO
Nominal Class	NCLASS_ID		NO
SNominal	NOMINAL_ID		NO
Other Ref	OTHER_REF	Another reference that can be populated for the company record being setup.	NO
Company pays tax	PAYS_VAT	0 = NO / -1 = YES. If NO this will override and stop the company being charged tax. Under current VAT legislation, it is difficult to envisage circumstances in which you would NOT tick the *Company pays tax checkbox.	NO
PNominal	PNOMINAL_ID		NO
Customer PO code req	POCODE_REQUIRED	0 = NO / -1 = YES. If YES, Khaos Control Cloud will not allow a Sales Order to be saved unless a Purchase Order reference has been entered into the appropriate field. This is a customer only value, it is not available for suppliers.	NO
Stop Purchase Orders	PORDER_LOCKED		NO
Proforma Customer	PROFORMA	0 = NO / -1 = YES. Indicates if the customer is a proforma customer. This is a customer only value, it is not available for suppliers.	NO
Pay Type	PTYPE_ID		NO
Discount%	SETTLEMENT_DISCOUNTP		NO
Stop sales orders	SORDER_LOCKED		NO
Sales Source	SSOURCE_ID		NO
Company Status	STATUS_ID		NO
Supplier	SUPPLIER	Whether this is a supplier (-1), or a customer (0).	NO
Tax Ref	TAX_REFERENCE	The VAT Reference number for the company.	NO
Terms (type)	TERMS_ID	Use the following options: Invoice Date / Month End / Months.	NO
Terms (days)	TERMS_PERIOD	The number of days after the value the Terms ID option, that the invoice will be due.	NO
Terms (type)	TERMSP_ID		NO
Terms (days)	TERMSP_PERIOD		NO
Tax Relief	VAT_RELIEF_QUALIFIED		NO
Vendor Ref	VEN_REFERENCE	The company's vendor reference.	NO
Web Site	WEB_SITE	The company's website.	NO

Company Import Mapping

Creating a CSV File

Testing your Import

Import Mappings

Required Fields

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