Customer records can be imported to ACME from an external source (e.g. a CRM system). Customers are typically imported along with memberships, but if you have the need to upload or update customer data only, it can be done independently.
Note: a customer does not need to have a membership, but all memberships must have a customer.
Customer File
For Raiser's Edge users, please refer to our Raiser's Edge Export Guide for guidance on which Constituent Export fields to select.| Field | Description |
| Customer Import ID* | A unique identifier for the customer, typically a system or database ID that cannot be edited. Character limit: 20 |
| Customer ID* | The ID associated with the customer. Character limit: 20 |
| First Name* | Required for all customers. If your source system allows for blanks, you will need to populate this field with something (such as a dash) |
| Last Name* | Required for all customers. If your source system allows for blanks, you will need to populate this field with something (such as a dash) |
| Middle Name | |
| Phone number* | either phone number, email, or address is required ACME stores one phone number per customer |
| Email* | either phone number, email, or address is required. ACME stores one email per customer |
| Address Import ID* | either phone number, email, or address is required |
| Address Line 1* | |
| Address Line 2 | |
| Address State/Province* | |
| Address ZIP/Postal Code* | |
| Address Country* |
* required