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.

Column Description

Red names are mandatory. Purple names are recommended data.

#	Field Name	Status	Description
1	client_id1	Required	Primary customer or supplier number
2	client_id2	Optional	Secondary customer or supplier identification number
3	client_id3	Optional	Tertiary customer or supplier identification number
4	company_name	Recommended	Name of the customer or supplier
5	address1	Recommended	Primary address line for the customer or supplier
6	address2	Optional	Secondary address line for the customer or supplier
7	zip_code	Recommended	Postal code for the customer's or supplier's location
8	city	Recommended	City where the customer or supplier is located
9	country	Recommended	Country where the customer or supplier is based
10	client_type	Optional	Category or type of the customer or supplier
11	client_contact_person1	Optional	Primary contact person for the customer or supplier (single text field only) — there is also the option to synchronize a dedicated contact person list if there are (frequently) multiple contacts
12	misc	Optional	Additional information about the address
13	po_box	Optional	PO box number for correspondence
14	domain	Optional	Assigned internet domain
15	iln	Optional	International location number
16	vat	Optional	VAT identification number
17	internal_note	Optional	Internal comments or notes

Format

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

Example file name: client_list.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