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 |
| TRANSACTION NO | Required | 20 character maximum. No spaces. Use only standard ASCII characters (no *, /, etc.) | 234678 |
| TRANSACTION DATE | Required | Transaction date in US date format MM/DD/YY | 6/30/2018 |
| PRINT DATE | Required | Print date in US date format MM/DD/YY | 6/30/2018 |
| CUSTOMER CODE | Required | Existing Customer Code. Up to 20 characters maximum. Only alphanumeric characters and only certain special characters (@,-,_,.) are allowed | 15008 |
| SHIP-TO CUSTOMER CODE | Required | Existing Ship-To Customer Code. Up to 20 characters maximum. Only alphanumeric characters and only certain special characters (@,-,_,.) are allowed | 15008 |
| SHIP-TO ADDRESS LINE 1 | First line of address | 9 Commercial Blvd | |
| SHIP-TO ADDRESS LINE 2 | Second line of address | Suite 150 | |
| SHIP-TO ADDRESS LINE 3 | Third line of address | ||
| SHIP-TO ADDRESS LINE 4 | Fourth line of address | ||
| SHIP-TO CITY | City | Novato | |
| SHIP-TO STATE | State codes are standard 2 alphabetic characters | CA | |
| SHIP-TO ZIP CODE | Use either ZIP or ZIP + 4 | 94945 | |
| SHIP-TO CONTACT | Name of contact using alpha characters only | Joe Smithfield | |
| CUSTOMER PO NO | 20 character maximum. No spaces. Use only standard ASCII characters (no *, /, etc.) | VD34789 | |
| SHIP VIA | Required | Existing Ship Via Code. Up to 3 character alphanumeric code | 10 |
| WAREHOUSE CODE | Required | Existing Warehouse Code. Up to 3 digit numeric code. Do not have to be sequential | 1 |
| TERMS | Required | Existing Terms Code. | 25 |
| SALESPERSON CODE | Required | Existing Salesperson Code. Up to 3 character alphanumeric code | 450 |
| TAX JURISDICTION | Required | Existing State and tax jurisdictions. Each state has its own list of corresponding tax jurisdiction codes | CA-Marin County |
| FOB CODE | Existing FOB Code. 10 character alphanumeric | DP0 | |
| 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. | ||
| USER NAME | Required | Username of party entering the transaction | Admin |
| TAXABLE TOTAL | Required | Dollar value total of all taxable products on this invoice. | 2142.53 |
| NON-TAXABLE TOTAL | Required | Dollar value total of all non-taxable products on this invoice. | 0 |
| TAX | Required | Dollar value total of all tax on products on this invoice. | 335.77 |
| FREIGHT | Required | Total dollar value of freight charge on this invoice. | 0 |
| LABOR | Required | Total dollar value of labor charges. | 0 |