Customer Data

Customer data is exported to a JSON file named CustomerList.json and contains the Customer object along with its paired Address, Email, Phone, and Transfer objects.

Customer

CustomerAccountKey

String, 255 characters, cannot be null

For linked accounts, this is the customer number of the primary person. It will be the same as CustomerKey if this is the primary person on two linked customer records OR if there is no spouse on file.

Bidirectional
CustomerAcquisition

String, 255 characters, can be null

How the customer was acquired.

CustomerAsKey

Integer, max 3 digits, can be null

The associate signed to this customer.

CustomerBirthDate

Date/Time, mm/dd/yyyy hh:mm:ss, can be null

The customer's birthdate.

Bidirectional
CustomerCompany

String, max 255 characters, can be null

The name of the company.

Bidirectional

CustomerCoupleName

String, max 255 characters, can be null

For customer's with spouses, this is how the combined name should appear.

Bidirectional

CustomerCreditLimit

Decimal, max 18 digits, can be null

For credit limit on this customer's store charge account.

CustomerDateEntered

Date/Time, mm/dd/yyyy hh:mm:ss, can be null

The date this customer was entered.

CustomerDateVerified

No longer used (legacy)

CustomerDiscount

No longer used (legacy)

CustomerFirstName

String, max 255 characters, cannot be null

The customer's first name.

Bidirectional

CustomerGender

String, max 1 character, can be null

The customer's gender.

M Male
F Female
U Unknown

Bidirectional

Customerid

Integer, max 7 digits, cannot be null

The sequential customer number for this customer. The second component of CustomerKey, i.e. the customer number.

CustomerImage

String, max 63,999 characters, can be null

The image file linked to this customer. If there are multiple images each file name delineated by a vertical bar.

Bidirectional

CustomerInactive

Boolean, True/False, cannot be null

True This customer record is inactive, i.e. deleted.
False This customer record is active.
CustomerInterestRate

Decimal, max 18 digits, can be null

Special interest rate for this customer's house account. Overrides system default.

CustomerIsCompany

Boolean, True/False, cannot be null

True This customer record represents a company.
False This customer record represents a customer.
CustomerKey

String, max 255 characters, cannot be null

The customer number in format [CustomerStoreId - Customerid], e.g. 001-00001.

CustomerKey1 - 8

String, max 255 characters, can be null

Custom detail fields defined by the user.

Bidirectional

CustomerLastName

String, max 255 characters, cannot be null

The customer's last name.

Bidirectional

CustomerLicenseNo

String, 255 characters, can be null

The customer's license number.

CustomerMarried

No longer used (legacy)

CustomerMiddleName

String, max 255 characters, cannot be null

The customer's middle name.

Bidirectional

CustomerMinMarkup

No longer used (legacy)

CustomerMinPayment

Decimal, max 18 digits, can be null

The minimum payment due for this customer's house account. Overrides system default.

CustomerNoStatements

Boolean, True/False, cannot be null

True Exclude customer from statements.
False Include customer on statements.
CustomerNotes

String, max 63,999 characters, can be null

The first 255 characters of notes are stored in CustomerNotes255. Any characters over that limit are stored here. All notes are in RTF format.

CustomerNotes255

String, max 255 characters, can be null

Notes on the customer. If the notes are longer than 255 characters the overflow goes to CustomerNotes. All notes are in RTF format.

CustomerOldCustKey

String, max 255 characters, can be null

For customers converted from another software system, this is the customer number in the previous software.

CustomerPrefEmail

String, max 255 characters, can be null

The key of the preferred email address.

Bidirectional

CustomerPrefMail

String, max 255 characters, can be null

The key of the preferred mailing address.

Bidirectional

CustomerPrefPhone

String, max 255 characters, can be null

The key of the preferred phone number.

Bidirectional

CustomerQuickbooks

No longer used (legacy)

CustomerReferredBy

String, 255 characters, can be null

The customer number of the person who referred this person..

CustomerSpouseBirthdate

Date/Time, mm/dd/yyyy hh:mm:ss, can be null

The customer's spouse's birthdate.

Bidirectional
CustomerSpouseKey

String, max 255 characters, can be null

The customer number of this customer's spouse.

CustomerSSNO

No longer used (legacy)

CustomerStoreId

Integer, 3 digits, cannot be null

The store number for this customer.

CustomerSuffix

String, 255 characters, can be null

The customer's suffix, e.g. junior.

Bidirectional

CustomerSwapped

No longer used (legacy)

CustomerTaxExempt

Boolean, True/False, cannot be null

True Do not apply sales tax for this customer's transactions.
False Tax this customer's transactions.
CustomerTaxId

String, max 255 characters, can be null

The tax ID for this customer.

CustomerTerms

No longer used (legacy)

CustomerTitle

String, 255 characters, can be null

The customer's title, e.g. doctor.

Bidirectional
CustomerType

String, max 255 characters, can be null

Custom detail fields defined by the user.

Bidirectional

CustomerUpdateDate

Date/Time, mm/dd/yyyy hh:mm:ss, cannot be null

The date/time customer record was last modified.

CustomerUpdateSeq

Integer, max 7 digits, cannot be null

This number is incremented by one each time the customer record is updated.

CustomerUpdateStation

Integer, max 3 digits, cannot be null

The workstation number where the customer record was last updated.

CustomerUpdateStore

Integer, max 3 digits, cannot be null

The store number where the customer record was last updated.

CustomerUpdateUser

Integer, max 3 digits, cannot be null

The associate number for the person that last updated customer record.

CustomerWeddingAnniv

Date/Time, mm/dd/yyyy hh:mm:ss, can be null

The customer's wedding anniversary.

Bidirectional

CustomerWholesale

No longer used (legacy)

CustomerXfer

Boolean, True/False, cannot be null

True Flag customer to be transferred in next multistore update cycle.
False Do not transfer customer in next multistore update cycle.
CustomerYnStoreCredit

Boolean, True/False, cannot be null

True This customer's store charge account is active.
False This customer's store charge account is inactive.

Addresses

Key The key paired to this data set.
AddressCustKey

String, max 255 characters, cannot be null

The customer number in format [CustomerStoreId - Customerid], e.g. 001-00001, that this address belongs to.

AddressType

String, max 255 characters, cannot be null

The type of address, e.g. home, work.

AddressCompany

String, max 255 characters, can be null

Company name included in address.

AddressStreet

String, max 255 characters, cannot be null

The street number and name of the address.

AddressStreet2

String, max 255 characters, can be null

Additional street address data, e.g. suite., for this address.

AddressCity

String, max 255 characters, cannot be null

The city in the address.

AddressState

String, max 255 characters, cannot be null

The state in the address.

AddressZip

String, max 255 characters, cannot be null

The ZIP or postal code in the address.

AddressCountry

String, max 255 characters, can be null

The country in the address.

AddressCustAccountKey

String, 255 characters, cannot be null

For linked accounts, this is the customer number of the primary person. It will be the same as AddressCustKey if this is the primary person on two linked customer records OR if there is no spouse on file.

Emails

Key The key paired to this data set.
EmailCustKey

String, max 255 characters, cannot be null

The customer number in format [CustomerStoreId - Customerid], e.g. 001-00001, that this email belongs to.

EmailType

String, max 255 characters, cannot be null

The type of email address, e.g. home, work.

EmailEmail

String, max 255 characters, cannot be null

The email address.

EmailSendPromo

Boolean, True/False, cannot be null

True This is customer's preferred email address.
False This is not customer's preferred email address.
EmailCustAccountKey

String, 255 characters, cannot be null

For linked accounts, this is the customer number of the primary person. It will be the same as AddressCustKey if this is the primary person on two linked customer records OR if there is no spouse on file.

Phones

Key The key paired to this data set.
PhoneCustKey

String, max 255 characters, cannot be null

The customer number in format [CustomerStoreId - Customerid], e.g. 001-00001, that this phone number belongs to.

PhoneType

String, max 255 characters, cannot be null

The type of phone number, e.g. home, work.

PhonePhone

String, max 255 characters, cannot be null

The phone number.

PhoneDoNotContact

Boolean, True/False, cannot be null

True This phone number should not be contacted.
False This phone number can be contacted.
PhonePhoneExt

String, max 255 characters, can be null

The phone number's extension.

PhoneCustAccountKey

String, 255 characters, cannot be null

For linked accounts, this is the customer number of the primary person. It will be the same as AddressCustKey if this is the primary person on two linked customer records OR if there is no spouse on file.

CustomerTransfer

This object links your customer record to an Edge customer record.

WebTransferKey

String, max 255 characters, can be null

Internal Edge key - do not change

WebTransferEdgeID

String, max 255 characters, can be null

Internal Edge key - do not change

WebTransferWebID

String, max 255 characters, can be null

Your ID number or key for this customer record; used to link your customer record to the Edge. If this is null then this customer has not been linked.

When EDT imports the CustomerList.json back into the Edge it will link your customer ID/key to the Edge customer record. If no Edge customer exists, it will add them as a new customer.

WebTransferLastModified

Date/Time, mm/dd/yyyy hh:mm:ss, cannot be null

The date/time this record was last updated.

WebTransferRequiresWebUpload

Boolean, True/False, cannot be null

Internal flag - do not change

WebTransferRequiresEdgeAttention

Boolean, True/False, cannot be null

Internal flag - do not change

WebTransferType

Integer, 1 digit, cannot be null

Internal flag - do not change