Import Fields

Overview

This section contains a list of fields for each import record type in the Import tool.   Each record type contains fields where information are stored.

Fields can be mandatory (required) or non-mandatory. Taking note of the mandatory fields allows you to avoid potential issues; and if an issue arises, it aids in resolving the problem. These fields are required in the mapping section to successfully run an import job.

You will also notice the Field Types.   Where you see Entity Ref, provide the string value as it appears in the drop down.  For example,  the Type field for the Customer is from the Customer Type profile list.  Provide the name of the customer type, which is a string and not its Id.  

Note: Custom fields are not listed but they can be imported.

Import Record Types and Import Fields

Below is the list of Import Record Types. Click the Import Record Type below to see the rest of its import fields and the properties within that record type.  


Customer

Field Name
Data Type
Required
Name
String
True
Account #
String
False
Active
Boolean
False
Allow Ship Partial
AllowShipPartialEnum
False
ARAccountRef
Entity Ref
False
Bill Address Alt. Contact
String
False
Bill Address Alt. Phone
String
False
Bill Address Care of
String
False
Bill Address City
String
False
Bill Address Contact
String
False
Bill Address Copy changes to customer
Boolean
False
Bill Address Country
String
False
Bill Address Email
String
False
Bill Address Fax
String
False
Bill Address Floor/Suite
String
False
Bill Address Name/Company
String
False
Bill Address Phone
String
False
Bill Address State/Prov./Reg.
String
False
Bill Address Street
String
False
Bill Address Zip/Postal code
String
False
Class
Entity Ref
False
Company
String
False
Credit Card Address
String
False
Credit Card No.
String
False
Credit Card Zip/Postal
String
False
Credit Limit
Decimal
False
Currency
Entity Ref
False
Discount
String
False
Expire Month
Int16
False
ExpYear
Int16
False
FOB
Entity Ref
False
Hold Orders
Boolean
False
Id
Int32
False
Invoice Send Method
SendMethodEnum
False
Name on Card
String
False
Note
String
False
Payment Method
Entity Ref
False
Price Level
Entity Ref
False
Primary Contact First Name
String
False
Primary Contact Last Name
String
False
Primary Contact M.I
String
False
Primary Contact Mr./Ms./...
String
False
Primary Ship Address Alt. Contact
String
False
Primary Ship Address Alt. Phone
String
False
Primary Ship Address Care of
String
False
Primary Ship Address City
String
False
Primary Ship Address Contact
String
False
Primary Ship Address Country
String
False
Primary Ship Address Email
String
False
Primary Ship Address Fax
String
False
Primary Ship Address Floor/Suite
String
False
Primary Ship Address Name/Company
String
False
Primary Ship Address Phone
String
False
Primary Ship Address State/Prov./Reg.
String
False
Primary Ship Address Street
String
False
Primary Ship Address Zip/Postal code
String
False
Proxy
Entity Ref
False
Resell Number
String
False
Sales Rep
Entity Ref
False
Ship Method
Entity Ref
False
Shipping Instructions
String
False
Sub of
String
False
Tax Code
Entity Ref
False
Tax Item
Entity Ref
False
Tax Reg. No.
String
False
Terms
Entity Ref
False
Type
Entity Ref
False
Website
String
False

Top

Lead

Field Name
Data Type
Required
Name
String
True
Active
Boolean
False
Bill Address Alt. Contact
String
False
Bill Address Alt. Phone
String
False
Bill Address Care of
String
False
Bill Address City
String
False
Bill Address Contact
String
False
Bill Address Copy changes to customer
Boolean
False
Bill Address Country
String
False
Bill Address Email
String
False
Bill Address Fax
String
False
Bill Address Floor/Suite
String
False
Bill Address Name/Company
String
False
Bill Address Phone
String
False
Bill Address State/Prov./Reg.
String
False
Bill Address Street
String
False
Bill Address Zip/Postal code
String
False
Class
Entity Ref
False
Company
String
False
Currency
Entity Ref
False
Discount
Entity Ref
False
FOB
Entity Ref
False
Id
Int32
False
Lead Status
Entity Ref
False
Note
String
False
Price Level
Entity Ref
False
Primary Contact First Name
String
False
Primary Contact Last Name
String
False
Primary Contact M.I
String
False
Primary Contact Mr./Ms./...
String
False
Primary Ship Address Alt. Contact
String
False
Primary Ship Address Alt. Phone
String
False
Primary Ship Address Care of
String
False
Primary Ship Address City
String
False
Primary Ship Address Contact
String
False
Primary Ship Address Country
String
False
Primary Ship Address Email
String
False
Primary Ship Address Fax
String
False
Primary Ship Address Floor/Suite
String
False
Primary Ship Address Name/Company
String
False
Primary Ship Address Phone
String
False
Primary Ship Address State/Prov./Reg.
String
False
Primary Ship Address Street
String
False
Primary Ship Address Zip/Postal code
String
False
Proxy
Entity Ref
False
Resell Number
String
False
Sales Rep
Entity Ref
False
Ship Method
Entity Ref
False
Sub of
String
False
Tax Code
Entity Ref
False
Tax Item
Entity Ref
False
Tax Reg. No.
String
False
Terms
Entity Ref
False
Type
Entity Ref
False
Website
String
False

Top

Vendor

Field Name
Data Type
Required
Name
String
True
A/P Account
Entity Ref
False
Account #
String
False
Active
Boolean
False
Bill Address Alt. Contact
String
False
Bill Address Alt. Phone
String
False
Bill Address Care of
String
False
Bill Address City
String
False
Bill Address Contact
String
False
Bill Address Copy changes to customer
Boolean
False
Bill Address Country
String
False
Bill Address Email
String
False
Bill Address Fax
String
False
Bill Address Floor/Suite
String
False
Bill Address Name/Company
String
False
Bill Address Phone
String
False
Bill Address State/Prov./Reg.
String
False
Bill Address Street
String
False
Bill Address Zip/Postal code
String
False
Company
String
False
Credit Limit
Decimal
False
Currency
Entity Ref
False
Id
Int32
False
Name on check
String
False
Note
String
False
Primary Contact First Name
String
False
Primary Contact Last Name
String
False
Primary Contact M.I
String
False
Primary Contact Mr./Ms./...
String
False
Proxy
Entity Ref
False
Tax ID
String
False
Terms
Entity Ref
False
Type
Entity Ref
False
Vendor elgible for 1099
Boolean
False

Top

Contact

Field Name
Data Type
Required
Customer
Entity Ref
True
Name
String
True
Active
Boolean
False
Address
Entity Ref
False
Email
String
False
Fax
String
False
First Name
String
False
Id
Int32
False
Is Primary
Boolean
False
Last Name
String
False
M.I
String
False
Mr./Ms./...
String
False
Note
String
False
Phone
String
False
Position
String
False

Top

Task

Field NameData TypeRequired
Activity TypeEntity Ref
True
Assigned ToEntity Ref
True
Due DateDateTimeTrue
StatusEntity Ref
True
SubjectStringTrue
ContactEntity Ref
False
DescriptionStringFalse
IdInt32False
Is AlarmedBooleanFalse
PriorityPriorityEnumFalse
Related to Doc NoInt32False
Related To Entity Entity Ref
False
Related To Entity TypeRecordTypeEnumFalse
Related to Tran TypeRecordTypeEnumFalse
Reminder minutesInt32False
Reminder Date TimeDateTimeFalse

Top

Log

Field NameData TypeRequired
Activity TypeEntity Ref
True
Assigned ToEntity Ref
True
Due DateDateTimeTrue
SubjectStringTrue
ContactEntity Ref
False
DescriptionStringFalse
IdInt32False
Related to Doc NoInt32False
Related To Entity Entity Ref
False
Related To Entity TypeRecordTypeEnumFalse
Related to Tran TypeRecordTypeEnumFalse

Top

Event

Field NameData TypeRequired
Activity TypeEntity Ref
True
Assigned ToEntity Ref
True
End DateDateTimeTrue
Start DateDateTimeTrue
SubjectStringTrue
All DayBooleanFalse
ContactStringFalse
DescriptionStringFalse
IdInt32False
Is AlarmedBooleanFalse
Related to Doc NoInt32False
Related To EntityEntity Ref
False
Related To Entity TypeRecordTypeEnumFalse
Related to Tran TypeRecordTypeEnumFalse
Reminder minutesInt32False
Reminder Date TimeDateTimeFalse

Top

Customer Address

Field NameData TypeRequired
CustomerEntity Ref
True
NameStringTrue
ActiveBooleanFalse
Alt. ContactStringFalse
Alt. PhoneStringFalse
Care ofStringFalse
CityStringFalse
ContactStringFalse
CountryStringFalse
EmailStringFalse
FaxStringFalse
Floor/SuiteStringFalse
IdInt32False
Is PrimaryBooleanFalse
LocationEntity Ref
False
Name/CompanyStringFalse
PhoneStringFalse
State/Prov./Reg.StringFalse
StreetStringFalse
Tax CodeStringFalse
Tax ItemStringFalse
WebsiteStringFalse
Zip/Postal codeStringFalse

Top

Vendor Address

Field NameData TypeRequired
NameStringTrue
VendorEntity Ref
True
ActiveBooleanFalse
Alt. ContactStringFalse
Alt. PhoneStringFalse
Care ofStringFalse
CityStringFalse
ContactStringFalse
CountryStringFalse
EmailStringFalse
FaxStringFalse
Floor/SuiteStringFalse
IdInt32False
Is PrimaryBooleanFalse
Name/CompanyStringFalse
PhoneStringFalse
State/Prov./Reg.StringFalse
StreetStringFalse
Zip/Postal codeStringFalse

Top

Item Vendors

Field NameData TypeRequired
ItemEntity Ref
True
VendorEntity Ref
True
CostDecimalFalse
IdInt32False
Is defaultBooleanFalse
Lead TimeInt32False
Min OrderInt32False
Order IncInt32False
Part NoStringFalse
Vendor UPCStringFalse

Top

Location

Field NameData TypeRequired
NameStringTrue
ActiveBooleanFalse
AvailableBooleanFalse
CityStringFalse
CountryStringFalse
Floor/SuiteStringFalse
IdInt32False
Name/CompanyStringFalse
NoteStringFalse
RecordTypeRecordTypeEnumFalse
State/Prov./Reg.StringFalse
StreetStringFalse
Zip/Postal codeStringFalse

Top

Bin

Field NameData TypeRequired
LocationEntity Ref
True
NameStringTrue
ActiveBooleanFalse
AvailableBooleanFalse
IdInt32False
Is defaultBooleanFalse

Top

Part Item

Field NameData TypeRequired
Asset AccountEntity Ref
True
COGS AccountEntity Ref
True
GroupEntity Ref
True
Income AccountEntity Ref
True
NameStringTrue
UOMEntity Ref
True 
UOM Set Entity Ref
True
If enabled
ActiveBooleanFalse
BinEntity Ref
False
ClassEntity Ref
False
DescriptionStringFalse
IdInt32False
ManufacturerEntity Ref
False
Manufacturer Part No.StringFalse
Max QtyDecimalFalse
NoteStringFalse
PriceDecimalFalse
Price LevelEntity Ref
False
ProxyEntity Ref
False
Purchase DescriptionStringFalse
Reorder AmountDecimalFalse
Reorder PointDecimalFalse
Std. CostDecimalFalse
Sub ofStringFalse
Tax CodeStringFalse
Track lots or serial numbersBooleanFalse
UPCStringFalse
VolumeDecimalFalse
WarrantyEntity Ref
False
WeightDecimalFalse

Top

Assembly Item

Field NameData TypeRequired
Asset AccountEntity Ref
True
COGS AccountEntity Ref
True
GroupEntity Ref
True
Income AccountEntity Ref
True
NameStringTrue
UOMEntity Ref
True
UOM SetEntity Ref
True
ActiveBooleanFalse
BinEntity Ref
False
Build AmountDecimalFalse
Build PointDecimalFalse
ClassStringFalse
DescriptionStringFalse
IdInt32False
Make lead timeDecimalFalse
ManufacturerEntity Ref
False
Manufacturer Part No.StringFalse
Max QtyDecimalFalse
NoteStringFalse
PriceDecimalFalse
Price LevelEntity Ref
False
ProxyEntity Ref
False
Purchase DescriptionStringFalse
Std. CostDecimalFalse
Sub ofStringFalse
Tax CodeStringFalse
Track lots or serial numbersBooleanFalse
UPCStringFalse
VolumeDecimalFalse
WarrantyEntity Ref
False
WeightDecimalFalse

Top

Job Item

Field NameData TypeRequired
Expense AccountEntity Ref
True
GroupEntity Ref
True
Income AccountEntity Ref
True
NameStringTrue
UOMEntity Ref
True
UOM SetEntity Ref
True
ActiveBooleanFalse
ClassEntity Ref
False
DescriptionStringFalse
IdInt32False
NoteStringFalse
PriceDecimalFalse
Price LevelEntity Ref
False
ProxyEntity Ref
False
Purchase DescriptionStringFalse
Std. CostDecimalFalse
Sub ofStringFalse
Tax CodeStringFalse
VolumeDecimalFalse
WeightDecimalFalse

Top

Service Item

Field NameData TypeRequired
Expense AccountEntity Ref
True
GroupEntity Ref
True
Income AccountEntity Ref
True
NameStringTrue
UOMEntity Ref
True
UOM SetEntity Ref
True
ActiveBooleanFalse
ClassEntity Ref
False
DescriptionStringFalse
IdInt32False
NoteStringFalse
PriceDecimalFalse
Price LevelEntity Ref
False
ProxyStringFalse
Purchase DescriptionStringFalse
Std. CostDecimalFalse
Sub ofStringFalse
Tax CodeStringFalse
VolumeDecimalFalse
WeightDecimalFalse

Top

Other Charge Item

Field NameData TypeRequired
Expense AccountEntity RefTrue
GroupEntity Ref
True
Income AccountEntity Ref
True
NameStringTrue
UOMEntity Ref
True
UOM SetEntity Ref
True
ActiveBooleanFalse
ClassStringFalse
DescriptionStringFalse
IdInt32False
NoteStringFalse
PriceDecimalFalse
Price LevelEntity Ref
False
ProxyEntity Ref
False
Purchase DescriptionStringFalse
Std. CostDecimalFalse
Sub ofStringFalse
Tax CodeStringFalse
VolumeDecimalFalse
WeightDecimalFalse

Top

Kit Item

Field NameData TypeRequired
GroupEntity Ref
True
NameStringTrue
UOMEntity Ref
True
ActiveBooleanFalse
DescriptionStringFalse
IdInt32False
NoteStringFalse
PriceDecimalFalse
ProxyEntity Ref
False
Sub ofStringFalse

Top

Kit Component

Field NameData TypeRequired
ItemEntity Ref
True
NameStringTrue
TypeKitCompTypeEnumTrue
ActiveBooleanFalse
DescriptionStringFalse
IdInt32False

Top

Kit Selection

Field NameData TypeRequired
Kit Component
Entity Ref
True
ItemEntity Ref
True
ActiveBooleanFalse
DescriptionStringFalse
Is defaultBooleanFalse
Is OptionalBooleanFalse
One TimeBooleanFalse
Price PerDecimalFalse
Qty PerDecimalFalse

Top

Bill of Materials (BOM)

Field NameData TypeRequired
IdInt32False
InstructionsStringTrue
ItemEntity Ref
True
 Is a phantom bill of materialsBooleanFalse
UOMStringFalse

Top

BOM Step

Field NameData TypeRequired
BOMIdInt32True
StepEntity Ref
True
UOMEntity Ref
True
ActiveBooleanFalse
DescriptionStringFalse
IdInt32False
TimeDecimalFalse

Top

BOM Component

Field NameData TypeRequired
BOMStepIdInt32True
ItemEntity Ref
True
ActiveBooleanFalse
CostedBooleanFalse
DescriptionStringFalse
IdInt32False
Line InstructionsStringFalse
One TimeBooleanFalse
Qty PerDecimalFalse

Top

Sales Order

Field NameData TypeRequired
CustomerEntity Ref
True
Ship ToEntity Ref
True
Allow Ship PartialBooleanFalse
Bill Address Alt. ContactStringFalse
Bill Address Alt. PhoneStringFalse
Bill Address Care ofStringFalse
Bill Address CityStringFalse
Bill Address ContactStringFalse
Bill Address CountryStringFalse
Bill Address EmailStringFalse
Bill Address FaxStringFalse
Bill Address Floor/SuiteStringFalse
Bill Address Name/CompanyStringFalse
Bill Address PhoneStringFalse
Bill Address State/Prov./Reg.StringFalse
Bill Address StreetStringFalse
Bill Address WebsiteStringFalse
Bill Address Zip/Postal codeStringFalse>/td>
ClassEntity Ref
False
ContactEntity Ref
False
CurrencyEntity Ref
False
Customer POStringFalse
DateDateTimeFalse
DiscountEntity Ref
False
Discount $DecimalFalse
Discount Sales TaxStringFalse
Exchange RateDecimalFalse
FOBStringFalse
Internal NotesStringFalse
LocationEntity Ref
False
MemoStringFalse
No.Int32False
On credit holdBooleanFalse
Order SourceEntity Ref
False
Promise DateDateTimeFalse
Sales RepEntity Ref
False
Ship Address Alt. ContactStringFalse
Ship Address Alt. PhoneStringFalse
Ship Address Care ofStringFalse
Ship Address CityStringFalse
Ship Address ContactStringFalse
Ship Address CountryStringFalse
Ship Address EmailStringFalse
Ship Address FaxStringFalse
Ship Address Floor/SuiteStringFalse
Ship Address Name/CompanyStringFalse
Ship Address PhoneStringFalse
Ship Address State/Prov./Reg.StringFalse
Ship Address StreetStringFalse
Ship Address WebsiteStringFalse
Ship Address Zip/Postal codeStringFalse
Ship AmountDecimalFalse
Ship MethodEntity Ref
False
Ship Sales Tax CodeEntity Ref
False
Shipping InstructionsStringFalse
StatusEntity Ref
False
Tax ItemEntity Ref
False
TermsEntity Ref
False

Top

Quote

Field NameData TypeRequired
CustomerEntity Ref
True
Ship ToEntity Ref
True
Bill Address Alt. ContactStringFalse
Bill Address Alt. PhoneStringFalse
Bill Address Care ofStringFalse
Bill Address CityStringFalse
Bill Address ContactStringFalse
Bill Address CountryStringFalse
Bill Address EmailStringFalse
Bill Address FaxStringFalse
Bill Address Floor/SuiteStringFalse
Bill Address Name/CompanyStringFalse
Bill Address PhoneStringFalse
Bill Address State/Prov./Reg.StringFalse
Bill Address StreetStringFalse
Bill Address WebsiteStringFalse
Bill Address Zip/Postal codeStringFalse
ClassEntity Ref
False
ContactEntity Ref
False
CurrencyEntity RefFalse
Customer POStringFalse
DateDateTimeFalse
DiscountEntity Ref
False
Discount $DecimalFalse
Discount Sales TaxEntity Ref
False
Exchange RateDecimalFalse
FOBStringFalse
Internal NotesStringFalse
LocationEntity Ref
False
MemoStringFalse
No.Int32False
Promise DateDateTimeFalse
Sales RepEntity Ref
False
Ship Address Alt. ContactStringFalse
Ship Address Alt. PhoneStringFalse
Ship Address Care ofStringFalse
Ship Address CityStringFalse
Ship Address ContactStringFalse
Ship Address CountryStringFalse
Ship Address EmailStringFalse
Ship Address FaxStringFalse
Ship Address Floor/SuiteStringFalse
Ship Address Name/CompanyStringFalse
Ship Address PhoneStringFalse
Ship Address State/Prov./Reg.StringFalse
Ship Address StreetStringFalse
Ship Address WebsiteStringFalse
Ship Address Zip/Postal codeStringFalse
Ship AmountDecimalFalse
Ship MethodEntity Ref
False
Ship Sales Tax CodeEntity Ref
False
StatusEntity Ref
False
Tax ItemStringFalse
TermsEntity Ref
False

Top

Sales Order Line

Field NameData TypeRequired
DocNoInt32True
ItemEntity Ref
True
Tran TypeRecordTypeEnumTrue
ClearedBooleanFalse
CustomerStringFalse
Customer Part NoStringFalse
Customer POStringFalse
DescriptionStringFalse
IdInt32False
Line InstructionsStringFalse
PriceDecimalFalse
QuantityDecimalFalse
Std. CostDecimalFalse
Std. PriceDecimalFalse
Tax CodeEntity Ref
False

Top

Count Line

Field NameData TypeRequired
IdInt32True
Quantity countedDecimalFalse

Top

Item Customer

Field NameData TypeRequired
CustomerEntity Ref
True
Customer Part NoStringTrue
IdInt32False
ItemEntity Ref
True
NoteStringFalse

Top

Non-part Item

Field NameData TypeRequired
Expense AccountEntity Ref
True
GroupStringTrue
Income AccountEntity Ref
True
NameStringTrue
UOMEntity Ref
True
UOM SetEntity Ref
True
ActiveBooleanFalse
ClassEntity Ref
False
DescriptionStringFalse
IdInt32False
ManufacturerEntity Ref
False
Manufacturer Part No.StringFalse
NoteStringFalse
PriceDecimalFalse
Price LevelEntity Ref
False
ProxyEntity Ref
False
Purchase DescriptionStringFalse
Std. CostDecimalFalse
Sub ofStringFalse
Tax CodeEntity Ref
False
UPCStringFalse
VolumeDecimalFalse
WeightDecimalFalse

Top