# Customer and Supplier Master Data

Master data for identifying customers or suppliers. For order confirmations (OC) and invoices, the business partner is usually treated as a customer; for delivery notes, they may appear as either a customer or a supplier depending on the use case. The output typically only returns the `client_id1`. The other information helps the AI identify the correct customer or supplier.

A list of this type can also serve as the receiver list in a channel (field **Receiver Lookup ID**). Workist uses it to recognise the buyer or receiver on order confirmations and delivery notes. Which document type uses which list is described under [Which document type uses which list](/en/docs/master-data.md#listen-pro-dokumenttyp).

## Column Description

> **Required:** Workist cannot use the record without this column. **Recommended:** significantly improves recognition. The import itself does not check columns: if a column is missing, the field stays empty.

| # | Field Name | Status | Description |
|---|----------|--------|--------------|
| 1 | `client_id1` | <span class="status-required">Required</span> | Primary customer or supplier number. Workist returns this number in the output. |
| 2 | `client_id2` | <span class="status-optional">Optional</span> | Secondary customer or supplier number |
| 3 | `client_id3` | <span class="status-optional">Optional</span> | Tertiary customer or supplier number |
| 4 | `company_name` | <span class="status-recommended">Recommended</span> | Name of the customer or supplier |
| 5 | `address1` | <span class="status-recommended">Recommended</span> | Street and house number in one column (e.g. Musterstraße 1) |
| 6 | `street_name` | <span class="status-optional">Optional</span> | Street name, if street and house number are separate. Alternative to `address1`. |
| 7 | `street_number` | <span class="status-optional">Optional</span> | House number, if separate from `street_name` |
| 8 | `address2` | <span class="status-optional">Optional</span> | Additional address line |
| 9 | `zip_code` | <span class="status-recommended">Recommended</span> | Postal code |
| 10 | `city` | <span class="status-recommended">Recommended</span> | City |
| 11 | `country_subdivision` | <span class="status-optional">Optional</span> | State or region |
| 12 | `country` | <span class="status-recommended">Recommended</span> | Country. Workist converts country names and three- or one-letter country codes to the two-letter ISO code (e.g. `Germany` → `DE`). Values it does not recognise are left empty. |
| 13 | `po_box` | <span class="status-optional">Optional</span> | PO box |
| 14 | `misc` | <span class="status-optional">Optional</span> | Additional information about the address |
| 15 | `client_type` | <span class="status-optional">Optional</span> | Category or type of the customer or supplier |
| 16 | `client_contact_person1` | <span class="status-optional">Optional</span> | Contact person as a single text field. If customers have several contacts, provide a separate [contact list](/en/docs/master-data/customer-contacts.md) instead. |
| 17 | `domain` | <span class="status-optional">Optional</span> | The customer's internet domain, e.g. `example.com`. Workist lowercases it and drops free-mail domains such as `gmail.com` during the import. |
| 18 | `iln` | <span class="status-optional">Optional</span> | Global location number (GLN/ILN) |
| 19 | `vat` | <span class="status-optional">Optional</span> | VAT identification number |
| 20 | `iban` | <span class="status-optional">Optional</span> | IBAN of the customer or supplier |
| 21 | `swift` | <span class="status-optional">Optional</span> | BIC of the customer or supplier |
| 22 | `locale_numeric` | <span class="status-optional">Optional</span> | Number format on this customer's documents: `de` (1.234,56) or `en` (1,234.56). Helps Workist read quantities and prices correctly. |
| 23 | `locale` | <span class="status-optional">Optional</span> | Language and region of this customer's documents, e.g. `de_DE`. Workist uses it to read dates, and as the number format if `locale_numeric` is empty. |
| 24 | `internal_note` | <span class="status-optional">Optional</span> | Internal comments or notes |
| 25 | `partition_id` | <span class="status-optional">Optional</span> | Usually left empty in the customer list. |
| 26 | `extra_data` | <span class="status-optional">Optional</span> | Additional information as a JSON object, e.g. `{"Brand": "Sample"}`. Workist stores it with the record and shows it in the data explorer. By default, Workist does not use it for recognition. |

## Format

> Columns that are not needed can be omitted from the data export.

Example file name: `client_list.csv`

```csv
client_id1;client_id2;company_name;address1;zip_code;city;country
K001;10001;Muster GmbH;Musterstraße 1;12345;Berlin;DE
K002;10002;Beispiel AG;Beispielweg 5;20099;Hamburg;DE
K003;;Test & Co. KG;Testplatz 3;80331;München;DE
```

The example uses `;` as delimiter. Set the delimiter in the [import configuration](/en/docs/master-data/transformer-configuration.md); without a setting, Workist expects a comma.

Via the API you send the same columns as a CSV file or as JSON. Endpoint: [Swagger](https://api.workist.com/v1/swagger/#/Master%20Data/clients_imports_create), basics: [Using the Master Data API](/en/docs/api-documentation/master-data-api.md).