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 characters maximum. Only alphanumeric characters and only certain special characters (@,-,_,.) are allowed 121212-11
CONTRACT NO Required Enter existing Contract No. 001
PRIORITY Required Enter a numerical priority for the Contract to be applied. Highest priority is 1. 1
CONTRACT TYPE Required Should be PRODUCT or CATEGORY or SUB-CATEGORY or VENDOR Product

 

 

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