Introduction
Account profile data can be exported from and imported to the EII console in a comma-delimited format. Any .csv file used to handle this detail will have a specific format, and the beginning row of the file defines each field. This article defines each of those fields, and explains their purpose.
Example File
Below is a segment of an example.csv file.
Customer Name,Address 1,Address 2,City,State,Zip,Contact Name,Phone Number,Customer Notes,Customer Email,Customer Account Barcode Type,Customer Barcode Field,Custom Account Number,Department Name,...
Example ACC,123 Main St,Suite 22,USA City,IN,44444,Joe Smith,555-555-5555,Notes,[email protected],Code 39,34324,1234,Example Department,... |
The first row displays the titles of each field, and every following row creates or records a separate account profile, or a department of an account profile.
The second row displays an example department field.
Definitions
Red Field Name = Required Field
| Position | Field Name | Definition | Console Location | Example | Data Type | Field Restrictions |
|---|---|---|---|---|---|---|
| 1 | Customer Name | The field defines the name of the account created by this row, or that serves as the owner of the department created by the row. | The "Details" tab | "Example ACC" | String | 50 characters |
| 2 | Address 1 | This field defines the main physical address of the account or department created by this row. | The "Details" tab | "123 Main St" | String | 255 characters |
| 3 | Address 2 | This field defines additional address details of the account or department created by this row, such as suite number. | The "Details" tab | "Suite 22" | String | 255 characters |
| 4 | City | This field defines the city associated with the account or department created by this row. | The "Details" tab | "USA City" | String | 50 characters |
| 5 | State | This field defines the state associated with the account or department created by this row. | The "Details" tab | "IN" | String | 2 characters |
| 6 | Zip | This field defines the zip code associated with the account or department created by this row. | The "Details" tab | "44444" | Numeric | 11 characters |
| 7 | Contact Name | This field defines the name of the primary contact assigned to the account or department created by this row. | The "Details" tab | "Joe Smith" | String | 50 characters |
| 8 | Phone Number | This field defines the phone number of the primary contact assigned to the account or department created by this row. | The "Details" tab | "555-555-5555" | Numeric | 20 characters |
| 9 | Customer Notes | This field allows for custom notes, which will appear in the "Custom 1" field of the Custom tab. This field is intended to describe the account. | The "Custom" tab | "Notes" | String | 100 characters |
| 10 | Customer Email | This field defines an email for the primary contact assigned to the account or department created by this row. | The "Details" tab | "[email protected]" | String | 255 characters |
| 11 | Customer Account Barcode Type | This field defines the type of barcode the account or department created by this row handles. | The "Custom" tab | "Code 39" | String | 50 characters |
| 12 | Customer Barcode Field | Unique Barcode data associated to a particular Department | The "Custom" tab | "34324" | 100 characters | |
| 13 | Custom Account Number | This field defines a unique account number assigned to the account or department created by this row. | The "Custom" tab | "1234" | Value between 0 and 2,147,483,647 | |
| 14 | Department Name | This field dictates whether the row creates an account or department. If the field is blank, the row creates an account. If the field is filled out, the row creates a department, and this field defines the name of department. | The "Details" tab | "Example Department" | String | 50 characters |
| 15 | Department Notes | This field allows for custom notes, which will appear in the "Custom 1" field of the Custom tab. This field is intended to describe the department. | The "Custom" tab | "Notes" | 100 characters | |
| 16 | Use Return Address | This field can contain either the value "True" or the value "False". If set to true, a set return address will be printed on large labels. If set to false, no return address will be printed. | The "Details" tab | "True" | Boolean | 5 characters |
| 17 | Return Company | This field defines the name of the company that handles returns for the account or departments created by this row. | The "Details" tab | "Returns R Us" | String | 50 characters |
| 18 | Return Address 1 | This field defines the main physical address all returned mail pieces will be returned to for the account or departments created by this row. | The "Details" tab | "65 West St" | String | 255 characters |
| 19 | Return Address 2 | This field defines additional address details for the location all returned mail pieces will be returned to for the account or departments created by this row. | The "Details" tab | "Suite RRU" | String | 255 characters |
| 20 | Return Address City | This field defines the city associated with the location all returned mail pieces will be returned to for the account or department created by this row. | The "Details" tab | "New City" | String | 50 characters |
| 21 | Return Address State | This field defines the state associated with the location all returned mail pieces will be returned to for the account or department created by this row. | The "Details" tab | "MN" | String | 2 characters |
| 22 | Return Address Zip | This field defines the zip code associated with the location all returned mail pieces will be returned to for the account or department created by this row. | The "Details" tab | "55401" | Numeric | 11 characters |
| 23 | Contact Email | This field defines an email for the primary contact assigned to the account or department created by this row. | The "Details" tab | "[email protected]" | String | 255 characters |
| 24 | Contact Fax | This field defines a fax number for the primary contact assigned to the account or department created by this row. | The "Details" tab | "1 323 555 1234" | 20 characters | |
| 25 | Keywords | This field defines keywords that can be used in the search parameters when running a billing report | The "Details" tab | "Flats" | 512 characters | |
| 26 | Driver Route | This route defines the type of is Driver Route utilized by the account of department created by this row. | The "Custom" tab | Alphanumeric | 100 characters | |
| 27 | CustomerRefID | This field defines the USPS given reference ID (often known as a CRID) assigned to the account or department created by this row. | The "USPS" tab | "123456789012345" | Numeric | 15 characters |
| 28 | PermitLinkedToCaps | This field can contain either the value "True" or the value "False". If set to True, the account or department will link a to a billing permit from MultiCAPS. If set to False, no permit will be linked. | The "USPS" tab | "False" | Boolean | 5 characters |
| 29 | Permit Number | This field defines the permit number assigned by USPS to the account or department created by this row. | The "USPS" tab | 0 | Numeric | 30 characters |
| 30 | Permit Origin | This field defines the city and state of the Post Office that assigned the Permit to the account or department created by this row. | The "USPS" tab | "Newville FL" | 30 characters | |
| 31 | Permit Name | This field defines the name associated with the billing permit. | The "USPS" tab | "17" | 30 characters | |
| 32 | Account Tags | This field defines key variables that can be used in search parameters within the EII database. | The "Details" tab | "Flats" | 512 characters | |
| 33 | NP STD Flats | This field defines all mall class options for pieces classified as a nonprofit standard flat. The mail class options are listed in the following order: Service Type ID / Mailer ID / Mail Owner Crid / Mail Owner MID / Endorsement GUID / Move Update Method ID/ Mail Owner Ghost Permit / Non-profit Auth Number / Customer Metered Mail / Metered At Full Service / Billing Profile GUID / Billing Profile Name / Secondary Billing Profile GUID / Secondary Billing Profile Name / Show All Billing Profiles | The "Class" tab | "702/666666/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/b777b777-b777-77b7-77bb-bb77bb777777/Default Nonprofit Standard Mail Flats (Nonprofit Standard Flat)/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 34 | Library Parcels | This field defines all mall class options for pieces classified as a library parcel. See row 33 for the full list of mail class options. | The "Class" tab | "551/123456/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/4rr44444-r444-44r4-r44r-4rr44r4444rr/Default Library Mail Parcels (Library Parcel)/0110d1b0-3ee3-33ww-a4aa-3a33aa3a33a3/Library Mail Parcels/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 35 | NP STD Mail Parcels | This field defines all mall class options for pieces classified as a nonprofit standard mail parcel. See row 33 for the full list of mail class options. | The "Class" tab | "269/123456/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/555t5ttt-5t55-5t55-555t-5tt555tt5555/Nonprofit Standard Mail Parcels (Nonprofit Standard Parcel)/7u777uu7-7uu7-77u7-7777-u7uu7uuu7u7u/Standard Mail Parcels/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 36 | First Class Letters | This field defines all mall class options for pieces classified as a first class letter. See row 33 for the full list of mail class options. | The "Class" tab | "700/666666/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/p00ppp00-000p-0p00-pppp-0000p0p00p0p/Default First-Class Letters (First Class )/00000000-0000-0000-0000-000000000000/First-Class Letters/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 37 | Nonpresorted BPM Flats | This field defines all mall class options for pieces classified as a nonpresorted bound printed matter flat. See row 33 for the full list of mail class options. | The "Class" tab | "706/666666/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/aa2aa33a-aaa3-3333-ss33-444444s4s44s/Default Nonpresorted BPM Flats (Nonpresorted BPM Flat)/ss44s4s4-22dd-2222-2d22-22d22d2d2d2d/Nonpresorted BPM Flats/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 38 | First Class Flats | This field defines all mall class options for pieces classified as a first class flat. See row 33 for the full list of mail class options. | The "Class" tab | "700/666666/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/a111111a-aaa1-2222-2b2b-22b2222bbb22/Default First-Class Flats (First Class Flat)/3333333c-c33c-3c33-33c3-3cc3c3c3c333/First-Class Flats/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 39 | Nonpresorted BPM Parcels | This field defines all mall class options for pieces classified as a nonpresorted bound printed matter parcels. See row 33 for the full list of mail class options. | The "Class" tab | "419/123456/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/ac555555-5c55-533c-3553-ddd33d33d3d3/Default Nonpresorted BPM Parcels (Nonpresorted BPM Parcel)/922a2222-22e2-2222-e2ee-2ee2e2222ee2/Nonpresorted BPM Parcels/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 40 | Media Parcels | This field defines all mall class options for pieces classified as a media parcel. See row 33 for the full list of mail class options. | The "Class" tab | "490/123456/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/8f888888-f888-88f8-ffff-88f88f888888/Default Media Mail Parcels (Media Parcel)/f888ff8f-8f8f-88ff-8f8f-8f8888f88f88/Media Mail Parcels/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 41 | STD Flats | This field defines all mall class options for pieces classified as a standard flat. See row 33 for the full list of mail class options. | The "Class" tab | "702/666666/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/a111111a-aaa1-2222-2b2b-22b2222bbb22/Default Standard Class Flats (Standard Flat)/3333333c-c33c-3c33-33c3-3cc3c3c3c333/Standard Class Flats/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 42 | Presorted BPM Flats | This field defines all mall class options for pieces classified as a presorted bound printed matter flat. See row 33 for the full list of mail class options. | The "Class" tab | "706/666666/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/11ww111w-www1-1w11-1ww1-11w11111www1/Default Presorted BPM Flats (Presorted BPM Flat)/f4f44444-44f4-4444-4444-444ff4f44444/Presorted BPM Flats/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 43 | Media Flats | This field defines all mall class options for pieces classified as a media flat. See row 33 for the full list of mail class options. | The "Class" tab | "000/666666/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/00aa00a0-aa0a-0000-0a00-00000a0a00a0/Default Media Mail Flats (Media Flat)/0000aa00-000a-0aa0-00a0-00aa0aa00aaa/Media Mail Flats/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 44 | Priority Dimensioned Parcels | This field defines all mall class options for pieces classified as a priority dimensioned parcel. See row 33 for the full list of mail class options. | The "Class" tab | "055/123456/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/d9d99d99-d9d9-99d9-d99d-99d9999ddd99/Default Priority Mail (DIM) (Priority (Dimensioned) Parcel)/99d99d99-99dd-99d9-d9d9-9999d99d99d9/Priority Mail/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 45 | Parcel Select Post | This field defines all mall class options for pieces classified as parcel select post. See row 33 for the full list of mail class options. | The "Class" tab | "612/123456/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/2accac2c-a222-2c22-a222-222c22a2222c/Default Parcel Post (Parcel Select Ground Parcel)/22a2c222-2ca2-2a22-cacc-a22c2a2c222c/Parcel Post/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 46 | Presorted BPM Parcels | This field defines all mall class options for pieces classified as a presorted bound printed mater parcel. See row 33 for the full list of mail class options. | The "Class" tab | "419/123456/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/6ff6ff66-f66f-6f66-6fff-66ff6f666666/Default Presorted BPM Parcels (Presorted BPM Parcel)/4cc4cc44-c44c-4c44-4ccc-44cc4c444444/Presorted BPM Parcels/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 47 | Priority Parcels | This field defines all mall class options for pieces classified as a priority parcel. See row 33 for the full list of mail class options. | The "Class" tab | "055/666666/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/f22ff222-fff2-22f2-2fff-2f2f222f2222/Default Priority Mail (No DIM) (Priority (No Dimension) Parcel)/5h555hh5-h5hh-5hhh-555h-f55f555hhhhh/Priority Mail/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Booleanv | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 48 | First Class Parcels | This field defines all mall class options for pieces classified as a first class parcel. See row 33 for the full list of mail class options. | The "Class" tab | "001/123456/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/00ll0000-0l0l-0l00-lll0-l00l0l0l00l0/Default First-Class Parcels (First Class Parcel)/11a11aa1-11aa-1111-a11a-1a1a11a1a1a1/First-Class Parcels/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 49 | Parcel Select LW | This field defines all mall class options for pieces classified as parcel select lightweight. See row 33 for the full list of mail class options. | The "Class" tab | "748/666666/813547/999999999/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/c334434c-33a4-33a2-ac44-c4c44333c4c4/Default PS Lightweight (Parcel)/00000000-0000-0000-0000-000000000000/PS Lightweight/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 50 | STD Parcels | This field defines all mall class options for pieces classified as a standard parcel. See row 33 for the full list of mail class options. | The "Class" tab | "703/123456/813547/123456789/00000000-0000-0000-0000-000000000000/6/123456/5555555555/False/False/ee44e444-4444-4444-4444-44e44e4e44e4/Default Standard Mail Parcels (Standard Parcel)/e4ee444e-4e4e-44ee-444e-e4e44444444e/Standard Mail Parcels/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 51 | Library Flats | This field defines all mall class options for pieces classified as a library flat. See row 33 for the full list of mail class options. | The "Class" tab | "706/666666/813547/123456789/00000000-0000-0000-0000-000000000000/6/5555555555//False/False/9999mmmm-9999-mm99-99mm-99mmm9999m99/Default Library Mail Flats (Library Flat)/6d66d66d-666d-6d66-6d6d-6d66666d6d6d/Library Mail Flats/True" | String/String/Long/Integer/GUID/Byte/String/String/Boolean/Boolean/GUID/String/GUID/String/Boolean | 3/6/6/9/36/1/8/10/5/5/36/50/36/50/5 characters |
| 52 | Barcode Slot 1 | This field defines the barcode data (name, pattern, type, and whether it is used as IMB Sequence ID, is required, and if the console should fill no barcode with routing) for the first barcode slot the account or department created by this row. The barcode data is listed in the following order: Name / Pattern / FillNoBCWithRouting / IsIMBReplacement / IsRequired | The "Barcode" tab | "2D/^.*$/0/False/False/True" | String/String/Integer/Boolean/Boolean/Boolean | 20 characters/100 characters/Value between 0 and 255/5 characters/5 characters/5 characters |
| 53 | Barcode Slot 2 | This field defines the barcode data for the second barcode slot the account or department created by this row. See row 52 for the full list of barcode data | The "Barcode" tab | "2D/^.*$/0/False/False/True" | String/String/Integer/Boolean/Boolean/Boolean | 20 characters/100 characters/Value between 0 and 255/5 characters/5 characters/5 characters |
| 54 | Barcode Slot 3 | This field defines the barcode data for the third barcode slot the account or department created by this row. See row 52 for the full list of barcode data | The "Barcode" tab | "2D/^.*$/0/False/False/True" | String/String/Integer/Boolean/Boolean/Boolean | 20 characters/100 characters/Value between 0 and 255/5 characters/5 characters/5 characters |
| 55 | Barcode Slot 4 | This field defines the barcode data for the fourth barcode slot the account or department created by this row. | The "Barcode" tab | "2D/^.*$/0/False/False/True" | String/String/Integer/Boolean/Boolean/Boolean | 20 characters/100 characters/Value between 0 and 255/5 characters/5 characters/5 characters |
| 56 | Barcode Slot 5 | This field defines the barcode data for the fifth barcode slot the account or department created by this row. See row 52 for the full list of barcode data | The "Barcode" tab | "2D/^.*$/0/False/False/True" | String/String/Integer/Boolean/Boolean/Boolean | 20 characters/100 characters/Value between 0 and 255/5 characters/5 characters/5 characters |