Notes:

  • Column header names must follow the exact same naming scheme as provided or the import upload will fail. 

  • Blank rows are considered empty and skipped by the importer. 

  • It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still succeed. 

  • Data will not be overwritten if duplicate rows are uploaded, instead another row will be created.

  • Currently no way to export this information directly.

FieldIs Field Required?Additional DetailsMax Characters/Value
Customer Number
Yes

  • Refers to the DM CRM Customer Account Number
  • Must match an existing customer number
  • Max value is 2147483647
Customer NameYes
  • Must match an existing customer name

120

Contact NameLeave Blank
  • If contact name is not on the customer account, the import will FAIL.
  • Unlimited characters are allowed
  • Only used if the "Assigned to Contact" field is true
    • Must be an existing contact for the customer name provided        

Invoice NumberYes
  • Must be numerical.
  • Alpha characters cannot be imported as invoice number
  • Must be smaller than the system Order Start #

50

Order DateYes
  • Must match the format that is set in the configuration options
  • Can be any valid date
  • Accepted formats:

    • MM-DD-YYYY

    • MM.DD.YYYY

    • MM/DD/YYYY

    • DD-MM-YYYY

    • DD.MM.YYYY

    • DD/MM/YYYY



Invoice DateYes
  • Must match the format that is set in the configuration options
  • Can be any valid date
  • Accepted formats:

    • MM-DD-YYYY

    • MM.DD.YYYY

    • MM/DD/YYYY

    • DD-MM-YYYY

    • DD.MM.YYYY

    • DD/MM/YYYY



Purchase Order NumberYes

  • Max value is 2147483647
Tax Type NameYes
  • Field
  • Must match an already existing tax type or the importer will FAIL.

50

TotalYes
  • If importing a Tax Type Name, the total should be pre-tax.
  • If no Tax Type Name, the total should be the full amount.
  • Only two decimal places are available

Note: Total is considered the balance due, if there has been a partial payment/deposit we are importing the balance due on the invoice as the total.
  • Max value is 9,999,999,999.99
NotesYes
  • Unlimited characters are allowed


Assigned To
Yes
  • Must be True or False
    • True indicates that a Contact Name must be supplied
    • False indicates that a Contact name is not necessary