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 |
| CATEGORY CODE | Required | 15 characters, alpha-numeric. | BULKCHEM |
| DESCRIPTION | Required | Description of Category up to 30 Characters max. | Bulk Chemicals |
| GROUP | Required | Enter Valid Group Code up to 3 characters maximum. | 321 |
| WEB DISPLAY | Product available for web display? Enter Web Display as Y or N. | Y | |
| ACTIVE | Enter Active as Y or N. | Y | |
| GL ACCT – SALES | Sales of products in this category will be posted to this GL Account. Enter valid Sales GL Account (e.g., 100-00). | 400-00 | |
| GL ACCT – COGS | Costs of sales of products in this category will be posted to this GL Account. Enter valid COGS GL Account (e.g., 100-00). | 500-03 | |
| GL ACCT – INVENTORY | Inventory for products in this category will be posted to this GL Account. Enter valid Inventory GL Account (e.g., 100-00). | 125-00 | |
| DEPT – SALES | Enter valid Sales Department (e.g., 001). | 001 | |
| DEPT – COGS | Enter valid COGS Department (e.g., 002). | 102 | |
| DEPT – INVENTORY | Enter valid Inventory Department (e.g., 003). | 003 | |
| MARGIN % | Minimum margin for sales of products in this Category. Enter Margin % (e.g., 5.00). | 5.00 |