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Last Updated: 03/29/2026
in Importing
Importing - Item Category Purpose: The Item Category Import Type is designed to allow users to use the import function to add new or update existing Item Category records. Required Fields:
New Record: Item, Category
Exis...
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Last Updated: 03/29/2026
in Importing
Importing - Item Alias Purpose: The Item Alias Import Type is designed to allow users to use the import function to add new or update existing Item Alias records. Required Fields:
New Records: Item
Existing Records: ID ...
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Last Updated: 03/29/2026
in Importing
Importing - Event
Purpose:
This import type is designed to allow a user to import Events in bulk.
Required Fields:
New Records: Due Date, End Date, Type, Assigned to, Subject, Status
Existing Reco...
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Last Updated: 03/29/2026
in Importing
Importing - Employee / Other Name
Purpose:
This import type is designed to allow a user to import employees in bulk. Employees are needed to to create Sales Reps.
Required Fields:
New Records: Name, Fir...
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Last Updated: 03/29/2026
in Importing
Importing - Easy Kit
Purpose:
This import easily allows you to add Groups and/or Selections to an existing Kit Item.
Required Fields:
New Records: Kit Item, Selection Item, Qty Per, Name, Type
Existi...
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Last Updated: 03/29/2026
in Importing
Importing - Customer Item Prices
Purpose:
This Import type is used to update and insert Items and new price or percentage into Price levels with the type of Customer Item Price.
Required Fields:
New Reco...
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Last Updated: 03/29/2026
in Importing
Importing -Customer Item Group Prices
Purpose:
This Import type is used to update and insert Item Groups into Price levels with the type of Customer Item Group Discount or Customer Item Group Markup.
Required Fields...
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Last Updated: 03/29/2026
in Importing Importing - Customer Category Purpose: The Customer Category Import Type is designed to allow users to use the import function to add new or update existing Customer Category records. Required Fields:
New Customer Category: Cust...
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Last Updated: 03/29/2026
in Importing Importing - Customer Alias Purpose: The Customer Alias Import Type is designed to allow users to use the import function to add new or update existing Customer Alias records. Required Fields:
New Customer Alias: Item, Customer, ...
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Last Updated: 03/29/2026
in Importing
Importing - Customer Address Purpose: The Customer Address Import Type is designed to allow users to use the import function to add new or update existing Customer Address records. Required Fields:
New Customer Addresses: Name...