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 |
| CREDIT STATUS CODE | Required | Three-digit code. An entry in this field is required. | 101 |
| DESCRIPTION | Required | Description identifying the credit status. An entry in this field is required. | Standard credit terms |
| ORDER OK? | Enter Y or N. Entry of Y allows customers with this credit status to place orders. | Y | |
| PO REQUIRED? | Enter Y or N. Entry of Y requires a Customer PO No during order entry. | Y | |
| DEPOSIT REQUIRED? | Enter Y or N. Entry of Y requires a deposit when an order is placed. | N | |
| SIGNATURE REQUIRED? | Enter Y or N. Entry of Y requires customer signature upon order entry. | Y | |
| #DAYS UNTIL DUE | Enter number of days overdue, after which orders from the customer cannot be taken. | 10 | |
| COD? | Enter Y or N. Entry of Y requires receipt of cash upon delivery. | Y | |
| ACTIVE? | Required | Enter Y or N, | Y |