Import Location

Settings > Accounting > Previous AR > Import


The table below outlines each column included in the template file available at the bottom of the page. Additional Details are provided as well as Max Character/Values. Some fields are required for a successful import, these fields are color coded as follows:


Required Fields

Blue HighlightRequired
No HighlightNot Required


FieldAdditional DetailsMax Characters/Value
Customer Number

Must match an existing customer number

Max value is 2147483647

Customer Name

Must match an existing customer name in CRM > Customers.

120

Contact Name

Must match an existing Contact name in CRM > Contacts.


Invoice Number

Must be less than the system Order Start Number found in Settings > Accounting > Financial > Order Start Number.

50

Order Date

Must match the existing Date format that is set in set in Settings > Admin > Configuration.


Invoice DateMust match the existing Date format that is set in set in Settings > Admin > Configuration.

Purchase Order Number

Max value is 2147483647

Tax Type Name

Must match an existing Tax type in Settings > Accounting > Financial > Taxes.

50

Total

Total should be the balance due not including taxes.

Max value is 9,999,999,999.99

Notes



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

Formatting Guidelines

  • 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.