Copy Addresses from One Customer to Another via CSV Import

To copy customer's address perform these steps:

Create a Customer Saved Search

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. On the New Saved Search page, click on Customer
3. On the Saved Customer Search page > Criteria tab > Standard subtab, enter the following criteria:
   • Filter = Name/ID
   • Description = has keyword XXXX (Customer Name)
4. On the Results tab > Columns subtab, add the following fields:
   • ID
   • Country
   • Attention
   • Addressee
   • Phone
   • Address 1
   • Address 2
   • Address 3
   • Town/City
   • State/Province
   • Postal Code
5. Change the Search Title as necessary.
6. Click Save & Run

Export the Saved Search Results

1. On the Saved Search Results, click on the Export - Microsoft Excel icon
2. Open the export file
3. In case there are duplicate columns for Internal ID, delete the duplicate column
4. Change the values of the Internal ID to the Internal ID of the new customer
   • Note: You may identify the Internal ID of the new customer by viewing the Customer record and checking the URL. The URL should contain a string for the Internal ID with the following syntax: "id=XXXX"
5. Rename the file.
6. Save the Excel file as CSV (Comma delimited)

Import the CSV file

1. Navigate to Setup > Import/Export > Import CSV Records
2. On the Import Assistant > Step 1 Scan & Upload CSV File, set the following fields:
   
   • Import Type = Relationships
   • Record Type = Customers Only
3. Click on Select... button
4. On the File Upload popup, select the CSV file recently created.
   
5. Click Next
   
6. On Step 2 Import Options, set Data Handling = Add or Update.
   
7. Click Next
   
8. On Step 4 Field Mapping, set the following:
   • Internal ID = Customer : Internal ID
   • Country = Customer Address 1 : Country
   • Attention = Customer Address 1 : Attention
   • Addressee = Customer Address 1 : Addressee
   • Address 1 = Customer Address 1 : Address 1
   • Address 2 = Customer Address 1 : Address 2
   • Address 3 = Customer Address 1 : Address 3
   • Phone = Customer Address 1 : Phone
   • Town/City = Customer Address 1 : City
   • State/Province = Customer Address 1 : Province/State
   • Postal Code = Customer Address 1 : Postal Code/Zip
9. Click Next
10. Set the Import Map Name
    
11. Click Save & Run

After the import, the new Customer should have the same addresses with the previous record.

Note: Import process might take a while considering the number of addresses to import.