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 |
| TITLE | Use only Dr., Mr., Mrs., Ms., None. | Mr. | |
| FIRST | Required | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | John |
| MIDDLE | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | Quincy | |
| LAST | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | Adams | |
| SUFFIX | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | Jr. | |
| NICKNAME | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | POTUS | |
| GENDER | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | M | |
| PRONUNCIATION | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | AD’ems | |
| SPOUSE | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | Abigail | |
| BIRTHDAY | Date in US format. | 9/13/18 | |
| ANNIVERSARY | Date in US format. | 6/15/18 | |
| DEFAULT CONTACT TYPE | Type should be either C-Customer; P-Prospect; S-Salesperson; V-Vendor or W-Warehouse. | C | |
| DEFAULT COMPANY NAME | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | ABC | |
| DEFAULT COMPANY CODE | Enter existing company code. | ||
| PRIMARY CONTACT | Required | Enter Y or N. | Y |
| ACTIVE | Required | Enter Y or N. | Y |
| JOB TITLE | Max 25 characters.Use only standard ASCII characters (no *,/, etc.). | President | |
| WEBSITE | Enter website address in url format. | www.ads.com | |
| IM ADDRESS | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | ||
| Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | |||
| Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | |||
| FTP SITE | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | ||
| SMS ADDRESS | Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). | ||
| BUSINESS ADDRESS LINE 1 | Enter business address line 1. | 10 Commercial Blvd | |
| BUSINESS ADDRESS LINE 2 | Enter business address line 2. | Suite 208 | |
| BUSINESS ADDRESS LINE 3 | Enter business address line 3. | ||
| BUSINESS ADDRESS LINE 4 | Enter business address line 4. | ||
| BUSINESS CITY | Enter business city | Novato | |
| BUSINESS COUNTRY | Enter business country | USA | |
| BUSINESS STATE | Enter business State | CA | |
| BUSINESS ZIP CODE | Enter ZIP Code or ZIP + 4 | 94949 | |
| HOME ADDRESS LINE 1 | Enter home address line 1 | 301 Tamalpais Blvd., | |
| HOME ADDRESS LINE 2 | Enter home address line 2 | ||
| HOME ADDRESS LINE 3 | Enter home address line 3 | ||
| HOME ADDRESS LINE 4 | Enter home address line 4 | ||
| HOME CITY | Enter home city | Mill Valley | |
| HOME COUNTRY | Enter home country | USA | |
| HOME STATE | Enter home state | CA | |
| HOME ZIP CODE | Enter ZIP Code or ZIP + 4 | 94960 | |
| OTHER ADDRESS LINE 1 | Enter other address line 1 | 10 Commercial Blvd | |
| OTHER ADDRESS LINE 2 | Enter other address line 2 | Suite 208 | |
| OTHER ADDRESS LINE 3 | Enter other address line 3 | ||
| OTHER ADDRESS LINE 4 | Enter other address line 4 | ||
| OTHER ADDRESS CITY | Other address city | Novato | |
| OTHER ADDRESS COUNTRY | Other address country | USA | |
| OTHER ADDRESS STATE | Other address state | CA | |
| OTHER ADDRESS ZIP CODE | Enter ZIP Code or ZIP + 4 | 94949 | |
| MAILING ADDRESS LINE 1 | Enter mailing address line 1 | 10 Commercial Blvd | |
| MAILING ADDRESS LINE 2 | Enter mailing address line 2 | Suite 208 | |
| MAILING ADDRESS LINE 3 | Enter mailing address line 3 | ||
| MAILING ADDRESS LINE 4 | Enter mailing address line 4 | ||
| MAILING ADDRESS CITY | Enter mailing address city | Novato | |
| MAILING ADDRESS COUNTRY | Enter mailing address country | USA | |
| MAILING ADDRESS STATE | Enter mailing address state | CA | |
| MAILING ADDRESS ZIP CODE | Enter ZIP Code or ZIP + 4 | 94949 | |
| USER CHOICE 1 | Max 25 characters. Use only standard ASCII characters (no *, /, etc.). | ||
| USER CHOICE 2 | Max 25 characters. Use only standard ASCII characters (no *, /, etc.). | ||
| USER CHOICE 3 | Max 25 characters. Use only standard ASCII characters (no *, /, etc.). | ||
| USER CHOICE 4 | Max 25 characters. Use only standard ASCII characters (no *, /, etc.). | ||
| USER CHOICE 5 | Max 25 characters. Use only standard ASCII characters (no *, /, etc.). | ||
| USER CHOICE 6 | Max 25 characters. Use only standard ASCII characters (no *, /, etc.). | ||
| USER CHOICE 7 | Max 25 characters. Use only standard ASCII characters (no *, /, etc.). | ||
| BUSINESS DISPLAY NAME | Display name for business email. | Tom Reader | |
| BUSINESS EMAIL | Enter business email address. | tom@ads.com | |
| USE BUSINESS EMAIL FOR CRM | Enter Y or N | Y | |
| OTHER DISPLAY NAME | Display name for other email. | Tom Reader | |
| OTHER EMAIL | Enter other email address. | tom@consultant.com | |
| USE OTHER EMAIL FOR CRM | Enter Y or N. | N | |
| PERSONAL DISPLAY NAME | Display name for personal email. | Tom Reader | |
| PERSONAL EMAIL | Enter business email address. | tom@gmail.com | |
| USE PERSONAL EMAIL FOR CRM | Enter Y or N. | N | |
| BUSINESS PHONE | Business phone no (e.g., 1-123-456-7890 or 123-456-7890) | 123-456-7890 | |
| BUSINESS FAX | Business fax no (e.g., 1-123-456-7890 or 123-456-7890) | 123-456-7890 | |
| BUSINESS MOBILE | Business mobile no (e.g., 1-123-456-7890 or 123-456-7890) | 123-456-7890 | |
| HOME PHONE | Home phone no (e.g., 1-123-456-7890 or 123-456-7890) | 123-456-7890 | |
| PERSONAL FAX | Personal fax no (e.g., 1-123-456-7890 or 123-456-7890) | 415-660-2312 | |
| PERSONAL MOBILE | Enter Valid Personal Mobile No (e.g., 1-123-456-7890 or 123-456-7890) | 415-660-2312 | |
| OTHER PHONE | Other phone no (e.g., 1-123-456-7890 or 123-456-7890) | 415-660-2312 | |
| OTHER FAX | Other fax no (e.g., 1-123-456-7890 or 123-456-7890) | 415-660-2312 | |
| OTHER MOBILE | Other mobile no (e.g., 1-123-456-7890 or 123-456-7890) | 415-660-2312 | |
| ASSISTANT’S PHONE | Enter assistant’s phone no (e.g., 1-123-456-7890 or 123-456-7890) | 415-660-2312 | |
| CAR | Car phone number | 415-660-2312 | |
| MOBILE | Mobile phone no | 415-660-2312 | |
| SKYPE NAME | Skype name | Joe_C |