Customer Master Data

Master data for identifying customers. The output typically only returns the client_id1. The other information helps the AI identify the correct customer.

Column Description

Red names are mandatory. Purple names are recommended data.

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

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