Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template.
| Field Name | Required Field? | Field Data Instructions | Sample Data |
| CUSTOMER CODE | Required | Up to 20 alphanumeric characters. | 25032016-1 |
| CUSTOMER NAME | Required | 50 character maximum. Can include certain special characters. | ABC Suppliers |
| ADDRESS LINE 1 | First line of address. | 10 Commercial Blvd | |
| ADDRESS LINE 2 | Second line of address. | Second Floor | |
| ADDRESS LINE 3 | Third line of address. | Suite 208 | |
| ADDRESS LINE 4 | Fourth line of address. | ||
| CITY | City. | NOVATO | |
| COUNTRY | Required | Country codes are standard alphabetic characters. | USA |
| STATE | Required | State codes are standard alphabetic characters. | CA |
| ZIP CODE | Use either ZIP or ZIP + 4. | 94945 | |
| CUSTOMER TYPE | Required | Alphanumeric code for grouping customers by type. | 23 |
| ADDITIONAL REFERENCES | Enter keywords to assist in search. Leave a space between each keyword. Note: search is not case sensitive. | Test | |
| SHIP VIA | Required | Alphanumeric characters. | AC2 |
| WAREHOUSE CODE | Required | Up to 3 digit numeric code. Do not have to be sequential. | 456 |
| SALESPERSON CODE | Required | Alphanumeric characters. | C21 |
| TERMS | Required | Alphanumeric characters. | 238 |
| TAX JURISDICTION | Required | State and tax jurisdictions. Each state has its own list of corresponding tax jurisdiction codes. | CA-SOLANO COUNTY-9.75% |
| TAXABLE STATUS | Required | Enter Y or N (defaults to Y). | N |
| TAX ID | Record customer’s Tax ID. | 28-7815687 | |
| PRINTED SHIPPING INSTRUCTIONS | Enter shipping instructions that will print on the Pick ticket, Pro forma Invoice and Invoice forms. Use alphanumeric characters. | Deliver to Dock 3 | |
| ACTIVE | Enter Y or N. Defaults to Y. | Y | |
| PRICE TIER | Required | Numeric code for customer Pricing Tiers. Price Tiers are numbered sequentially starting with “1”. | 1 |
| BILL-TO CUSTOMER | Enter Bill-To Customer code if (and only if) the customer is a Ship-To. | 25032016 | |
| CREDIT CHECK REQUIRED? | Required | Enter Y or N. Y means there is credit checking and requires entry of the dollar amount of the Credit Limit. N means there is no credit checking and so no Credit Limit is needed. | Y |
| CREDIT LIMIT | Required | If Credit Check Required is N then this field is unavailable. If Credit Check Required is Y, then enter a dollar amount for the credit balance outstanding test. A zero dollar value means the customer has no credit available. The Credit Limit does not affect the number of AR days outstanding test. | 5000.00 |
| CREDIT STATUS | Required | Up to 3 character alphanumeric. | 1 |
| USER CHOICE 1 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 2 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 3 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 4 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 5 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 6 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 7 | Any extra data element that isn’t otherwise stored. | ||
| ALLOW BACK ORDER? | Required | Enter Y or N. | Y |
| ACCEPT PARTIAL SHIPMENT? | Required | Enter Y or N. | Y |
| RECOMMEND ALTERNATES? | Required | Are substitutions acceptable? Y or N. | Y |
| ECOMMERCE EMAIL ADDRESS | Backup communication email address. Use only if end-users do not have individual email addresses. | tom@ads.com | |
| EDI INVOICE | Enter Y or N. | ||
| INCOTERMS CODE | Enter a valid Incoterms Code. Alphanumeric characters | D002 | |
| BILLING NAME | Required | If using separate billing address for a given customer. | ABC Suppliers |
| BILLING ADDRESS LINE 1 | Required | If customer has a separate billing address different from the shipping address. | 10 Commercial Blvd |
| BILLING ADDRESS LINE 2 | Required | If customer has a separate billing address different from the shipping address. | Second Floor |
| BILLING ADDRESS LINE 3 | If customer has a separate billing address different from the shipping address. | Suite 208 | |
| BILLING ADDRESS LINE 4 | If customer has a separate billing address different from the shipping address. | ||
| BILL-TO CITY | Required | If customer has a separate billing address different from the shipping address. | NOVATO |
| BILLING STATE | Required | If customer has a separate billing address different from the shipping address. | CA |
| BILLING ZIP | Required | If customer has a separate billing address different from the shipping address. | 94945 |
| PROSPECT | Enter Y or N. Defaults to N. | N |