Import Customer along with its Address and Contact

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1

I want to import bulk Customer Data but how can i create thier address and contact at same time.
So that the address and contact link with that customer. If I do manually then there are more time consumable and there could be error.
Is There any way to import address ,contact and customer data so import at a time and it link with each other. By Script Or Customisation

2

Hello @Mack , Yes it’s possible to import address, contact, and customer data with script; for that, we need to write a custom script based on the data we have in an Excel or CSV file.

3

You can import Customer data first. Then you can import address and contact data separately. I believe that you need 3 import operations in total.

4

But How to link that data to each other . Because it is do by manually, If i import these separatly

5

write a script to link address and contact in customer

def address(doc,method=‘None’):

try:
    for link in doc.links:
        # Check if the link is related to a Customer
        if link.link_doctype == 'Customer':
            customer_doc = frappe.get_doc('Customer', link.link_name)  # Fetch the customer document
            # Only update and save if the address has actually changed
            if customer_doc.customer_primary_address != doc.name:
                customer_doc.customer_primary_address = doc.name  # Update the primary address
                customer_doc.save(ignore_permissions=True)  # Save the changes without permission checks

        # Check if the link is related to a Supplier
        elif link.link_doctype == 'Supplier':
            supplier_doc = frappe.get_doc('Supplier', link.link_name)  # Fetch the supplier document
            # Only update and save if the address has actually changed
            if supplier_doc.supplier_primary_address != doc.name:
                supplier_doc.supplier_primary_address = doc.name  # Update the primary address
                supplier_doc.save(ignore_permissions=True)  # Save the changes without permission checks

except frappe.DoesNotExistError:
    frappe.log_error(f"Customer or Supplier not found for doc {doc.name}.")
except Exception as e:
    frappe.log_error(f"An error occurred while saving Customer or Supplier: {str(e)}")
6

At What Basis i link them , there are two customer with same name so what to do

7

try to basis of id

8

In the code this code define if in address or contact in link table link doctype is Customer but i nimport the New record then how it possible

9

“When uploading data in the Address document, include a link table field to specify the linked document type( customer) and linked document name.”

10

yes its possible