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. Purpose of the Products Update Import Template The Products Import template is designed to update records for products that already exist in the Accolent ERP database. […]
Category: Master Records
Implementation Process for New Users
The Implementation process for new users switching to Accolent ERP consists of a number of sequential steps. It is very important that all the process steps be completed in sequence. The process starts with ADS Solutions creating customer’s pre-live Accolent ERP system. The pre-live Accolent ERP system will then be properly configured and set up, […]
Overview of Value Lists
Value Lists define the choices available in Accolent ERP for things like Product Categories, Customer Types, or Tax Jurisdictions. They are organized by usage. A set of Value Lists that is only available from Product records is found in the Product Only Lists menu arranged alphabetically. Other Value Lists are shared amongst Products, Customers, Prospects, […]
Entering Data into CSV Templates
Accolent ERP provides a set of CSV data Import Templates that can be used to import your data. See the Using Data Imports wiki: https://help.accolent.net/using-data-imports/ for an overview of the process. Because the Import Templates are all CSV files, care must be taken when opening these in Excel in order to preserve leading zeros that […]
Import Template Instructions – Contacts
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 CONTACT CODE Required 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) C342 […]
Implementation Process for Advantage Customers
The Implementation process for Advantage users switching to Accolent ERP consists of a number of sequential steps. It is very important that all the process steps be completed in sequence. The overall implementation plan broadly has 6 phases: (1) Initial Setup, (2) Data Conversion – Initial Import, (3) Training, (4) Testing, (5) Data Conversion – […]
Import Template Instructions – Vendors
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 VENDOR CODE Required Alphanumeric, up to 40 characters. ABC0010 VENDOR NAME Required Alphanumeric, up to 150 characters. […]
Import Template Instructions – Products
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. Purpose of the Products Import Template The Products Import template is designed to upload new products into the Accolent ERP database. Using the Products Import template, […]
Import Template Instructions – Synonyms
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 PRODUCT CODE Required Existing product code 00201-040075 SYNONYM CODE Required Synonym code to be mapped to existing […]
Import Template Instructions – Customers
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 […]