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 | Alphanumeric code identifying the Contact | 2431 |
| CONTACT TYPE | Required | Denotes Contact as a Customer Type or a Vendor Type. Enter “C” for Customer or “V” for Vendor. Enter two records if the Contact is linked to both Customer(s) and Vendor(s) | C |
| CUSTOMER/VENDOR CODE | Required | Alphanumeric code identifying the Customer or Vendor that this Contact is related to | 000112-1 |
| EMAIL ADDRESS/FAX- BY-EMAIL- ADDRESS | Email address or Fax-by-Email address for this Contact (see: Fax Set Up wiki) | adstest@adssolutions.com or 14151234567@efaxsend.com | |
| FORM ID | Numeric code identifying the form that will be sent to this Contact (see: Settings > Printing & Sending > Forms Setup, for valid forms IDs) | 102 |