Import Options let you decide how customer and order information is handled when CoreBridge imports data into your system from a spreadsheet or other external source. These settings keep imported records consistent by defining defaults for blank fields and how source values map to CoreBridge fields.
- When details are missing from the import file, the system uses a Default value.
- A default is a preset value, such as a Location, Tax Group, or salesperson, that fills in whenever that field is blank in the source data.
- Mappings connect names in your source file to the matching records already set up in CoreBridge.
Table of Contents
- Setting Import Options
- Setting Defaults for Customer Imports
- Setting Defaults for Order Imports
- Selecting Mapping
- Related Articles
Setting Import Options
1. Open the Account menu.
2. Select System Settings.
3. In Search settings..., type Import Options.
4. Select the Import Options card under Data Management.
Note: You can also open Import Options from Settings / Data Management / Import Options.
Setting Defaults for Customer Imports
1. Select the Defaults tab.
2. Select the Customer subtab.
3. Under Customer Import Options, select what should happen when a Company has no Contacts, or a Contact has no Company, in the source data.
4. Under Locations, select a Default Location.
5. Under Roles, select a Default Salesperson. This salesperson is assigned when the import does not specify one.
6. Under Accounting Defaults, select the Default Pricing Tier, Default Payment Terms, Default Tax Group, and Default Tax Exempt Reason.
Note: For more information on accounting defaults, see Payment Terms Settings or Tax Items.
7. Under Customer Information, select the defaults for Default Status, Default Company Origination, and Default Industry.
8. Click Save.
Setting Defaults for Order Imports
1. Select the Defaults tab.
2. Select the Order subtab.
3. Under Locations, select a Default Location.
4. Under Roles, select a Default Salesperson. This salesperson is assigned when the import does not specify one.
5. Under Order Information, select the Default Order Origination and Default Line Item Category.
6. Click Save.
Note: If the Default Order Origination you need is not listed, add it in Settings / Sales Settings / CRM Lists.
If the Default Line Item Category you need is not listed, manage categories in Settings / Sales Settings / Line Item Categories.
Selecting Mapping
1. Select the Mappings tab.
2. Select a subtab for Locations, Employees, Industries, or Originations. These subtabs work the same way. This example uses Locations.
3. Click Add Location (or the matching Add button for the selected subtab).
4. Enter the Source value exactly as it appears in your import file.
5. Select the matching CoreBridge value for that source name.
6. Click the green checkmark to keep the mapping row.
7. Click Save when you are finished making changes on the page.