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
CONTRACT CODE Required 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.)  APPLIANCES-CONTRACT
CONTRACT DESCRIPTION Required Description of contract. 50 character max – seems to accept more than 100 characters Discount From List Contract For Appliances
CONTRACT TYPE Required Contract type options are:
– P – Product
– C – Category
– S – Sub-Category
– V – Vendor
P
CONTRACT CLASSIFICATION Required Classifications are:
– N – Normal
– O – Order Guide
Will be defaulted to N
N
ACTIVE? Required Is the Contract Active? Enter “Y” or “N” Y

 

 

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