The Import Entities from CSV screen can be used to import Entity records from a CSV file. A CSV file import_template can be downloaded that contains the following fields:
CSV Fields Mapping to Entity Screen:
| CSV Column | Entity Parent Tab | Drill down Tab | Entity Fields |
|---|---|---|---|
| id | Hidden | Hidden | Hidden |
| ent_no | Entity tab | Entity No | |
| name | Entity tab | Name | |
| website | Entity tab/Contacts tab | Contact Information panel | Website |
| type | Entity tab | Entity Type | |
| con_name | Contacts tab | Entity Contact screen | Contact Name |
| con_phone | Contacts tab | Entity Contact screen | Phone |
| con_fax | Entity tab/Contacts tab | Contact Information panel | Fax |
| con_email | Contacts tab | Entity Contact screen | |
| loc_name | Entity tab/Locations tab | Entity Location screen | Location Name |
| loc_addressline1 | Entity tab/Locations tab | Entity Location screen | Address |
| loc_city | Entity tab/Locations tab | Entity Location screen | City |
| loc_state | Entity tab/Locations tab | Entity Location screen | State |
| loc_zipcode | Entity tab/Locations tab | Entity Location screen | Zip/Postal |
| loc_country | Entity tab/Locations tab | Entity Location screen | Country |
| loc_termsId | Locations tab | Entity Location screen | Terms |
| loc_pricelevel | Locations tab | Entity Location screen | Pricing Level |
| loc_warehouse | Locations tab | Entity Location screen | Warehouse |
| loc_timezone | Entity tab/Locations tab | Entity Location screen | Time Zone |
| cus_number | Customer Tab | Detail Tab | Legacy Customer ID |
| cus_type | Customer Tab | Detail Tab | Type |
| cus_salesperson | Customer Tab | Detail Tab | Salesperson |
| cus_creditlimit | Customer Tab | Misc tab | Credit Limit |
| cus_porequired | Customer Tab | Misc tab | PO Required |
| cus_employee_count | Customer Tab | Detail > CRM Details panel | Employee Count |
| cus_revenue | Customer Tab | Detail > CRM Details panel | Revenue |
| sal_salespersonid | Salesperson Tab | Hidden | |
| ven_vendorId | Vendor Tab | Detail Tab | Legacy Vendor ID |
| ven_expenseId | Vendor Tab | Detail Tab | GL Account |
| ven_type | Vendor Tab | Detail Tab | Type |
| ven_taxno | Vendor Tab | Detail Tab | Tax No |
| user_name | User Tab | Username | |
| user_password | User Tab | Password | |
| user_role | User Tab | User Role | |
| user_policy | User Tab | Security Policy |
Note: Not all entities can be imported. Here is a list of the entities where importing is allowed:
- Customer
- Vendor
- Salesperson
- Shipping Lines
- Forwarding Agents
- Terminals
- Insurer
- Futures Broker
- Producers
- Users
- Competitors (18.3)
- Leads (18.3)
- Liens (18.3)
Pages:
Overview
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