Import CSV

Accounts Receivable CSV
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 s...
Thu, 10 Dec, 2020 at 1:32 PM
Budget Import CSV
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 s...
Thu, 10 Dec, 2020 at 1:47 PM
Contact Import CSV
Notes: Trim leading and trailing spaces from the entire sheet using Ablebits. Column header names must follow the exact same naming scheme as provided...
Thu, 10 Dec, 2020 at 1:33 PM
Customer Import CSV
Notes: Trim leading and trailing spaces from the entire sheet. If available, we recommend using the Excel add-in Ablebits to do this. Column header n...
Thu, 10 Dec, 2020 at 1:41 PM
Customer Location Import CSV
Notes: Column names must follow the exact same naming scheme as provided or the import upload will fail.  Duplicate location information is accepted a...
Thu, 10 Dec, 2020 at 1:34 PM
Department Item Import CSV
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 s...
Thu, 10 Dec, 2020 at 1:34 PM
GL Account Import CSV
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 sk...
Thu, 10 Dec, 2020 at 1:27 PM
Marketing Contact Mapping Import CSV
Notes: At least one column must be present. All columns must be filled to be able to map with useful information. Having more columns than required...
Thu, 10 Dec, 2020 at 1:35 PM
Shipment Import CSV
Notes: Column names must follow the exact same naming scheme as provided or the import upload will fail.   Each row in the .csv will represent a shipping...
Thu, 10 Dec, 2020 at 1:36 PM
Stock Import CSV
Prior to import, check that stock defaults have been set on DocketManager. See Stock - Setting Up Stock Default Attributes. Notes: Column names must f...
Thu, 10 Dec, 2020 at 1:38 PM