Migrating Customer Masters

Importing customer records, contacts, multiple addresses, and credit terms.

Customer Import Guide

In NEXO 4 ERP, customer contacts and addresses are stored as linked records.

Key Fields to Populate

• Customer Name & Customer Group
• Tax ID / NTN / GST Number
• Default Currency & Price List
• Billing and Shipping Addresses
• Primary Contact Name, Email, and Mobile
• Credit Limit and Payment Terms