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

  • Every row uploaded to the importer is assigned a unique ID.

  • Currently no way to export this information directly.


FieldIs Field Required?Additional DetailsMax Characters/Values
Active
Yes

  • Must be Yes or No

Budget CodeYes
  • Doesn’t have to be unique
4000
Budget NameYes
  • Doesn’t have to be unique
4000
AmountYes
  • Only two decimal places allowed
  • Max value is 99,999,999.99
TaxesYes
  • Must be Yes or No

ShippingYes
  • Must be Yes or No

PostageYes
  • Must be Yes or No

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

    • MM-DD-YYYY

    • MM.DD.YYYY

    • MM/DD/YYYY

    • DD-MM-YYYY

    • DD.MM.YYYY

    • DD/MM/YYYY

    • Will be converted from Local time


End DateYes

  • Can be any valid date

  • Must match the format that is set in the configuration options

  • Accepted formats:

    • MM-DD-YYYY

    • MM.DD.YYYY

    • MM/DD/YYYY

    • DD-MM-YYYY

    • DD.MM.YYYY

    • DD/MM/YYYY

    • Will be converted from Local time



FrequencyYes
  • Must match one of the following exactly:
    • One Time
    • Weekly
    • Monthly
    • Quarterly
    • Yearly

Custom Days


RolloverYes
  • Must be Yes or No