The Import Entities from CSV screen can be used to import Entity records from a CSV file. A CSV file import_template can can be downloaded that contains the following fields:
CSV Fields Mapping to Entity Screen:
ColumnsColumn | Entity Parent Tab | Drill down Tab | Entity Fields |
---|
id | Hidden |
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 | Email |
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)
Expand |
---|
|
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 | Email | 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 | 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 |
|
Pages: