Clients

Files

File	Type	Description
clients/client.csv	main	The clients to import
clients/opening_record.csv	linked	The opening record for each client.

Fields

clients/client.csv

Field	Required	Type	Description
id	required	string	The id of the client.
client_type	required	client-type	Indicates if the client is an inquiry or not.
first_name	required	string	The first name of the client.
last_name	required	string	The last name of the client.
email	optional	email	The email of the client.
gender	optional	gender	The gender of the client.
phone_number	optional	phone	The phone number of the client.
address.street	optional	string	The street address of the client.
address.city	optional	string	The city address of the client.
address.state	optional	region	The state address of the client.
address.postal_code	optional	postal	The postal code address of the client.
address.country	optional	country	The country address of the client.
dob	optional	date	The date of birth of the client.
picture	optional	string	Ignore this for now.
notes	optional	string	Any notes that should be attached to the client.
inquiry_date	optional	date	The date the client inquired on.
inquirer.id	required	relation:"employees.id"	The id of the employee to use as the "inquiry taker".
inquiry_method.id	required	relation:"inquiry_methods.id"	The id of the inquiry method the client used.
inquiry_source.id	required	relation:"inquiry_methods.id"	The id of the inquiry source the client used.
inquiry_interest.id	optional	relation:"inquiry_methods.id"	The id of the inquiry interest the client used.
date_joined	optional	date	The date the client joined.
level	optional	string	The level the client has achieved (For Arthur Murray studios).
partner_email	optional	email	For couples, the email of a second person.
partner_phone	optional	phone	For couples, the phone number of a second person.
assigned_employee.id	optional	relation:"employees.id"	An employee that has been assigned to the client for managerial purposes.
last_active	optional	date	The date the client was last active.
department	required	department	Wether they are in the front or back department (For Arthur Murray studios).
outstanding_balance	required	money	The outstanding balance of the client.
client_status	required	client-status	Indication if the client is active or archived.
metadata	optional	json	TODO explain how taken adjustments can be outlined.

clients/opening_record.csv

Field	Required	Type	Description
balance	required	money	The opening balance of the client.
opening_service_records[].service.id	required	relation:"products.id"	The ID of the service that this record is for.
opening_service_records[].taken	required	integer	The number of times the service was taken that is not already counted via bookings.
opening_service_records[].unused	required	integer	The total number of unused services that the client has that is not already counted via bookings/orders.
opening_service_records[].value	required	money	The unit value to assign to the service when creating the opening record order.

Required Rows

none