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 skipped by the importer.  It is possib...
Thu, Dec 10, 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 skipped by the importer.  It is possib...
Thu, Dec 10, 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 or the import upload will fail. Blank row...
Mon, Jan 25, 2021 at 12:40 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 names must follow the exact same naming s...
Thu, Dec 10, 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 and will be added to the same customer. ...
Fri, Feb 5, 2021 at 1:49 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 skipped by the importer.  It is possib...
Thu, Dec 10, 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 skipped by the importer. Overwrites are...
Thu, Dec 10, 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 is possible. Only the first row will...
Thu, Dec 10, 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 parcel with allocations. When creating...
Thu, Dec 10, 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 follow the exact same naming scheme as pr...
Thu, Dec 10, 2020 at 1:38 PM