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
	HIDE_COMPANY		No
	HOLD_DATA		No
	ALL_TIME_STAT		No
	CCLASSPRICING_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
	Address:HOLD_DATA		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
	Contact:HIDE_CONTACT		No
	Contact:HOLD_DATA		No
Account	BANKACCOUNT_NUMBER	The bank account number for the company.	No
Active Period	ACTIVE_PERIOD		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
Amended On	MODIFIED_DATETIME		No
Associated Ref	Address:ASSOCIATED_REF		No
Associated Ref	Contact:ASSOCIATED_REF		No
Avg Order Value	AVG_ORDER_VALUE		No
Avg Order Value	CURR_AVG_ORDER_VALUE		No
Avg Order Value	LAST_AVG_ORDER_VALUE		No
Bank Name	BANKACCOUNT_NAME	The name of the company's bank.	No
Carriage Free	CARRIAGE_FREE_AMOUNT		No
Code (URN)	COMPANY_CODE	Use this to optionally define the unique reference number for the company record.	No
Code (URN)	COMPANY_CODE_RO		No
Company Class	COMPCLASS_ID	The classification of the company as defined in [ System Data \| Company Classes ].	No
Company Status	STATUS_ID		No
Company Type	CTYPE_ID	The type of the company as defined in [ System Data \| Company Types ]	No
Company pays tax	PAYS_VAT	0 = false / -1 = true. If false 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
Contact Type	COMM_LOG_CONTACT_TYPE		No
Country	COUNTRY_ID		No
Country	Address:ADDRCOUNTRY_ID		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
Create Purchase Invoices	PI_CREATE		No
Created Date	Contact:CREATED_DATE		No
Created On	CREATED_DATE		No
Creating User	Contact:CREATED_USER_ID		No
Credit Code	CREDIT_STATUS		No
Credit Controller	CREDITREVIEW_USER_ID		No
Credit Limit	CREDIT_AMOUNT	The amount of credit on sales to be extended to the company.	No
Credit Limit	CREDITP_AMOUNT		No
Credit Ref	CREDIT_REF1		No
Credit Ref 2	CREDIT_REF2		No
Cumulative Purchase Inv.	PI_CUMUL		No
Currency	CURRENCY_ID	The name of the currency as defined in [ System Data \| Currencies ].	No
Customer PO code req	POCODE_REQUIRED	0 = false / -1 = true. If true, 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
Customs Invoice	Address:USE_CUSTOMS_INVOICE		No
DDR Bank Ref	BANKACCOUNT_DDR_REFERENCE		No
DDR Ref	DDR_REF		No
DOB	Contact:DATE_OF_BIRTH	The individual's date of birth, provide as dd/mm/yyyy.	No
Date Range	COMM_LOG_DATE_FROM		No
Debt Stage	DEBTCHASE_ID		No
Default Agent	AGENT_ID	The default agent of the company as defined in [ System Data \| Agents ].	No
Default Courier	COURIER_ID		No
Default Site	SITE_ID		No
Del Chg	SUPPLIER_CARRIAGE		No
Del Method	DELMETHOD_ID		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
Department	Contact:DEPARTMENT		No
Disc/Ovr	OVERRIDER_DISCOUNT		No
Disc\/Ovr	DISCOUNT	A percentage discount to apply to Sales Orders by default.	No
Discount%	SETTLEMENT_DISCOUNT		No
Discount%	SETTLEMENT_DISCOUNTP		No
E-Mailing List Subscriber	Contact:EMAIL_SUBSCRIBER	0 = false / -1 = true. Is this individual an e-mail list subscriber.	No
EC Company	EC_COMPANY	0 = false / -1 = true. Companies that are marked as true 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
Email	Address:EMAIL	A generic address-level e-mail contact.	No
Email	Address:ADDRESS_EMAIL		No
Email	Contact:EMAIL	The individual's e-mail address.	No
Email	Contact:CONTACT_EMAIL		No
Enable Payment Link	PAYMENT_LINK_ENABLED		No
Exclude Statement Run	EXCLUDE_STATEMENT		No
Exclude from CRM Log	EXCLUDE_CRMLOG		No
Fax	Address:FAX	A generic address-level fax contact.	No
Fax	Contact:FAX1	The individual's fax number.	No
Fax2	Contact:FAX2		No
First Ordered	FIRST_ORDERED		No
Forename	Contact:FORENAME	The forename of the individual contact.	No
Gender	Contact:GENDER	The individual's gender.	No
General Note	COMPANY_NOTE		No
General Note	COMPANY_NOTE_RO		No
Hide Address	Address:HIDE_ADDRESS		No
Inco Terms	INCO_ID		No
Invoice Note	COMPANY_INVOICE_NOTE	A note which will associate with invoices raised for the company.	No
Job Title	Contact:JOB_TITLE	The individual's job title.	No
Last Ordered	LAST_ORDERED		No
Last Ordered	Contact:LAST_ORDERED		No
Latitude	Address:LATITUDE		No
Locality	Address:LOCALITY	The third line of the address information, or the locality of the address.	No
Longitude	Address:LONGITUDE		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
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
Method	CREDITREVIEW_ID		No
Min PO Value	MIN_PO_VALUE		No
Min. APO Weight	MIN_APO_WEIGHT		No
Mobile	Contact:TEL2		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.	No
Name	COMPANY_NAME_RO		No
Next Date(range)	COMM_LOG_NEXT_DATE_FROM		No
Nominal Class	NCLASS_ID		No
Not Interested in Services Until	SRV_NOT_INTERESTED_UNTIL		No
Note	Contact:CONTACT_NOTE	A note which is associated with the individual contact.	No
Order Count	ORDER_COUNT		No
Order Count	CURR_ORDER_COUNT		No
Order Count	LAST_ORDER_COUNT		No
Order Value	FREE_DELIVERY_AMOUNT		No
Organisation	Address:ORGANISATION	The organisation name of the address being imported.	No
Other Ref	OTHER_REF	Another reference that can be populated for the company record being setup.	No
PAYMENT_LINK_TOKEN	PAYMENT_LINK_TOKEN		No
PNominal	PNOMINAL_ID		No
Pay Type	PTYPE_ID		No
Phone	Contact:TEL1	The individual's telephone number.	No
Postal Code	Address:POSTCODE	The address postcode.	No
Pref Contact	Address:PREF_CONTACT		No
Pref Del	Address:PREF_DELADDRESS	0 = false / -1 = true. Whether this address is the preferred delivery address.	No
Pref. Del. Contact	Contact:PREF_DELCONTACT	0 = false / -1 = true. Is the contact the preferred delivery contact.	No
Pref. Inv. Contact	Contact:PREF_INVCONTACT	0 = false / -1 = true. Is the contact the preferred invoice contact.	No
Pref.Comm.Method	Contact:PCM_ID		No
Preferred Contact	Contact:CONTACT_LIST		No
Price Lists	COMPCLASSPL_ID		No
Pricelist Required	PRICELIST_CC_REQUIRED		No
Print Sales Delivery Note	PRINT_DEL_NOTE		No
Proforma Customer	PROFORMA	0 = false / -1 = true. Indicates if the customer is a proforma customer. This is a customer only value, it is not available for suppliers.	No
Pwd	WEBACCOUNT_ACTIVE		No
Remittance Advice	REMITTANCE		No
Reviewed	CREDITREVIEW_DATE		No
Reward Points	REWARD_POINTS		No
SNominal	NOMINAL_ID		No
SOC Stock Item	SOC_STOCK_ID		No
Sales Source	SSOURCE_ID		No
Sales Target	TOTAL_TARGET		No
Sales Target	CURR_TARGET		No
Sales Target	LAST_TARGET		No
Show Gen Note as TP	GENNOTE_PROMPT		No
Since Last Order	LASTORDER_PERIOD		No
Small Order Charge Threshold	SOC_THRESHOLD		No
Sort Code	BANKACCOUNT_CODE	The sort code for the customer's bank account.	No
Source	KEYCODE_CODE		No
Source Keycode	Contact:SOURCE_KEYCODE_CODE		No
Source Keycode Desc.	Contact:SOURCE_KEYCODE_DESC		No
Statement Note	COMPANY_STATEMENT_NOTE	A note which will associate with the company statements.	No
Stop Purchase Orders	PORDER_LOCKED		No
Stop sales orders	SORDER_LOCKED		No
Supplier	SUPPLIER	Whether this is a supplier (-1), or a customer (0).	No
Surname	Contact:SURNAME	The surname of the individual contact.	No
Tax Ref	TAX_REFERENCE	The VAT Reference number for the company.	No
Tax Relief	VAT_RELIEF_QUALIFIED		No
Tel3	Contact:TEL3		No
Telephone	Address:TELEPHONE	A generic address-level telephone number.	No
Terms	SETTLETERMS_PERIOD		No
Terms	SETTLETERMS_ID		No
Terms (days)	TERMS_PERIOD	The number of days after the value the Terms ID option, that the invoice will be due.	No
Terms (days)	TERMSP_PERIOD		No
Terms (type)	TERMS_ID	Use the following options: Invoice Date / Month End / Months.	No
Terms (type)	TERMSP_ID		No
Terms switchover	TERMS_COUNTDOWN		No
Title	Contact:TITLE	The title of the individual contact.	No
Total Order Value	TOTAL_ORDER_VALUE		No
Total Order Value	CURR_TOTAL_ORDER_VALUE		No
Total Order Value	LAST_TOTAL_ORDER_VALUE		No
Town	Address:TOWN	The town associated with the address being saved.	No
UKIMS Number	UKIMS_NUMBER		No
Unissued Reward Points Used	UNISSUED_REWARD_POINTS		No
User ID	COMM_LOG_USER_ID		No
Vendor Ref	VEN_REFERENCE	The company's vendor reference.	No
Web Name	USER_NAME		No
Web Site	WEB_SITE	The company's website.	No
eBay Name	EBAY_NAME		No

Company Import Mapping

Creating a CSV File

Testing your Import

Import Mappings

Required Fields

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