Customer XML Format

Taken from the Kuali Documentation:


Keep these rules in mind:

  • The customer upload file must begin with the standard XML version line such as:

<?xml version="1.0" encoding="UTF-8"?>

  • The root (first) tag for Customer files must be the <customers> tag, and the file must contain only one < customers ></ customers> tag.
  • Following the customers tag must be the <customer> tag. This tag contains other identifier tags that describe an AR customer.
  • The sequence of <customer></customer> can repeat one or more times.
  • Each customer tag must have at least one <address> tag and can have multiple addresses defined

    NameTypeMax SizeRequiredSpecial Format?

    Customer





    <customerName>Characters60

    Yes



     

    <customerParentCompanyNumber>Integer9No


    <customerTypeCode>Integer40Yes


    <customerLastActivityDate>

    Date10NoYYYY-MM-DD

    <customerTaxTypeCode>Characters2Yes


    <customerTaxNbr>Characters4YesFEIN or SSN

    <customerActiveIndicator>Characters1Yes'Y' or 'N'

    <customerPhoneNumber>Characters20No


    <customer800PhoneNumber>Characters20No


    <customerContactName>Characters40No


    <customerContactPhoneNumber>Characters20No


    <customerFaxNumber>

    Characters20No


    <customerBirthDate>

    Date10NoYYYY-MM-DD

    <customerTaxExemptIndicator>

    Characters1No'Y' or 'N'

    <customerCreditLimitAmount>

    Decimal
    No

    Money Format (2 decimal places)



    <customerCreditApprovedByName>Characters40No


    <customerEmailAddress>Characters60No


    Address





    <customerAddressName>        Characters40Yes


    <customerLine1StreetAddress>Characters30No


    <customerLine2StreetAddress>Characters30No


    <customerCityName>Characters25No


    <customerStateCode>Characters2No


    <customerZipCode>Characters20No


    <customerCountryCode>Characters2No


    <customerAddressInternationalProvinceName/>Characters45No


    <customerInternationalMailCode />

    No


    <customerEmailAddress>Characters60No


    <customerAddressTypeCode>Characters1No