How to Bulk Upload Customer Addresses

Last reviewed: June 9, 2026

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Use this workflow to validate and import customer address records from a CSV file.

When to use this workflow

Use Bulk Upload Addresses when customer master records already exist and many bill-to, ship-to, or combined addresses need to be imported.

Do not use this workflow to update existing addresses. It inserts new address records and links them to existing customers.

Before you start

Confirm:

  • You have admin or executive access to the Sales Customers screen.
  • Each customer_code already exists in PAX.
  • Each address has the correct address type.
  • You have tested the file with a small batch first.
  • You understand there is no bulk delete available from this workflow.

If customers do not exist yet, import or create customers first with How to Bulk Upload Customers or How to Add Customer.

Screen path

Dashboard > Sales > Customers > Bulk Upload Addresses

CSV columns

Required columns:

Column Requirement
customer_code Required. Must match an existing customer.
address_type Required. Must be BILL, SHIP, or BOTH.
name Required. Address name or company name.
address_line1 Required. Primary street address line.

Optional columns:

Column Notes
is_primary true/false, 1/0, or yes/no. Defaults to false.
attention Attention line.
address_line2 Additional address line.
address_line3 Additional address line.
address_line4 Additional address line.
address_line5 Additional address line.
city City.
state State or province.
postal_code ZIP or postal code.
country Country.
phone Address phone number.

Steps

  1. Open Dashboard > Sales > Customers.

  2. Select Bulk Upload Addresses.

  3. Select Download CSV Template.

  4. Fill the CSV template with customer address records.

  5. Confirm each customer_code already exists in PAX.

  6. Test with a small batch of 5 to 10 records.

  7. Select the CSV file.

  8. Select Validate File.

  9. Review Step 2: Validation Results.

  10. Review rows listed under Rows to be Skipped.

  11. Review Data Cleaning Warnings.

  12. Review the preview of the first 5 valid rows.

  13. If the validation results are acceptable, select Confirm Import.

  14. Review Import Complete!.

  15. Select Close.

  16. Open a customer in Customer Detail and confirm the imported addresses appear.

What happens behind the scenes

The first upload step is a dry run. PAX parses the CSV, validates rows, cleans eligible fields, and returns a preview. No address records are inserted during validation.

When Confirm Import is selected, PAX inserts a new address record and creates a customer-address link for each valid row. Each row is processed in a transaction so the address and customer link are created together.

Rows are skipped when:

Skip reason Result
Missing customer_code Row is skipped.
Customer code does not exist Row is skipped.
Missing or invalid address_type Row is skipped.
Missing name Row is skipped.
Missing address_line1 Row is skipped.

Some fields are cleaned automatically and the row can still import:

Field issue PAX action
name longer than 100 characters Truncates to 100 characters.
Invalid is_primary value Sets the flag to false.
phone longer than 20 characters Truncates to 20 characters before phone normalization.

Address upload does not create customers, orders, invoices, payments, shipments, contacts, or accounting entries.

Troubleshooting

Rows are skipped because the customer does not exist

Likely cause: The address file references a customer code that is not in PAX.

Safe fix: Create or import the customer first, then revalidate the address file.

Contact support if: The customer exists but the upload still reports it as missing.

Rows are skipped because address type is invalid

Likely cause: address_type is not one of BILL, SHIP, or BOTH.

Safe fix: Correct the address type in the CSV and validate again.

Contact support if: Valid address types are still rejected.

Duplicate or wrong addresses were imported

Likely cause: This workflow inserts new address records and does not update existing addresses.

Safe fix: Test small batches and review the preview before confirming import. Manually correct imported address records in Customer Detail if needed.

Contact support if: Many imported addresses require cleanup.

Imported addresses do not appear on the customer

Likely cause: The import may have skipped the row, or the Customer Detail screen needs to be refreshed.

Safe fix: Review the import complete results, then refresh or reopen Customer Detail.

Contact support if: The import says the row was inserted but the address is missing.

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