Account Import
The Account Import may be used for any account type. For example, Customers, Suppliers, Distributors, or other user defined account types. The Account Type field defines all accounts, organizing them into groups. The Account Id must be unique across all account types.
The first account in the spreadsheet of the import file requires an Account Id. After that, the Account Id is optional because the import process will increment the numbers automatically based on the first one. If the Account Id is empty, the import will assign an Id based on the Next Account Id in Configuration | Other Options.
Account Import
Header row labels with required fields highlighted in yellow.
Column Header Row Label Field Name Character Limit Comments A) acctid Account Id 25 Alpha/Numeric B) acctstatus Active 3 Yes or No (Default = Yes) C) accttype Account Type 25 Must match an Account Type defined in Setup | Drop Down Lists D) acctname Account Name 35 Entity Name (Accounts that are Personal Names, leave this Name field blank and use the following four Account Fields) E) firstname Account First Name 15 F) lastname Account Last Name 30 G) salutation Account Salutation 5 H) Account Email Address 80 I) sitedesc Site Description 20 J) addr1 Address Line 1 35 K) addr2 Address Line 2 35 L) city City 25 M) state State 15 N) zip Zip / Postal Code 10 O) country Country 25 P) phone Telephone Number 25 Q) fax Fax Number 25 R) location Account Location 30 Must match Location defined in Setup | User Information | Locations
NOTE: Location is a required field for Access By LocationS) acctrepid Account Rep 25 User Login Id (Must match User Id) T) servrepid Service Rep 25 User Login Id (Must match User Id) U) comment Account Comment 254 Account Comments Tab, Text Box V) acctinfo1 Account Reference 1 30 Account Categories Tab, User Defined Field 1 W) acctinfo2 Account Reference 2 30 Account Categories Tab, User Defined Field 2 X) acctinfo3 Account Reference 3 30 Account Categories Tab, User Defined Field 3 Y) acctinfo4 Account Reference 4 30 Account Categories Tab, User Defined Field 4 Z) acctinfo5 Account Reference 5 30 Account Categories Tab, User Defined Field 5 AA) acctinfo6 Account Reference 6 30 Account Categories Tab, User Defined Field 6 AB) acctinfo7 Account Reference 7 30 Account Categories Tab, User Defined Field 7 AC) acctinfo8 Account Reference 8 30 Account Categories Tab, User Defined Field 8 AD) acctinfo9 Account Reference 9 30 Account Categories Tab, User Defined Field 9 AE) acctinfo10 Account Reference 10 30 Account Categories Tab, User Defined Field 10
See also