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 |
| TRANSACTION TYPE | Required | Transaction type should be Q-Quote, O-Order, B-Back Order, S-Shipping | O |
| TRANSACTION NO | Required | 20 character maximum. No spaces. Use only standard ASCII characters (no *, /, etc.) | 5024 |
| TRANSACTION DATE | Required | Transaction date in US date format MM/DD/YY | 03/14/19 |
| INVOICE DISPLAY DATE | Print date in US date format MM/DD/YY | ||
| PRINT INVOICE DISPLAY DATE | Enter Y or N. Default is N | N | |
| QUOTE EXPIRATION DATE | Required | Quote expiration date in US date format MM/DD/YY | 08/21/19 |
| CUSTOMER CODE | Required | Enter existing customer code | 150511-1 |
| SHIP-TO CUSTOMER CODE | Required | Enter existing ship-to customer code | 150511-1 |
| SHIP-TO ADDRESS LINE 1 | First line of address | 9 Commercial Blvd, | |
| SHIP-TO ADDRESS LINE 2 | Second line of address | Suite 150 | |
| SHIP-TO ADDRESS LINE 3 | Third line of address | ||
| SHIP-TO ADDRESS LINE 4 | Fourth line of address | ||
| SHIP-TO CITY | City | Novato | |
| SHIP-TO STATE | Required | State codes are standard 2 alphabetic characters | CA |
| SHIP-TO ZIP CODE | Use either ZIP or ZIP + 4 | 94945 | |
| SHIP-TO CONTACT | Name of contact alpha characters | John Smith | |
| AUTO PRINT PICK TICKET? | Enter Y or N | Y | |
| SHIP COMPLETE? | Enter Y or N. Default is N | Y | |
| HOLD OR RELEASE? | Enter either of one: H-Hold Order or R-Release Order | R | |
| CUSTOMER PO NO | 20 character maximum. No spaces. Use only standard ASCII characters (no *, /, etc.) | 126543 | |
| SHIP VIA | Required | Enter existing Ship Via Code | 1 |
| WAREHOUSE CODE | Required | Enter existing Warehouse Code | 123 |
| TERMS | Required | Enter existing Terms Code | 456 |
| SALESPERSON CODE | Required | Enter existing Salesperson Code | B24 |
| TAX JURISDICTION | Required | Enter existing Tax Jurisdiction Code | MARIN COUNTY |
| FOB CODE | Enter a valid FOB Code. 10 character alphanumeric | DC01 | |
| USER CHOICE 1 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 2 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 3 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 4 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 5 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 6 | Any extra data element that isn’t otherwise stored. | ||
| USER CHOICE 7 | Any extra data element that isn’t otherwise stored. | ||
| ORDER TOTAL | Required | Total dollar value of Order | 1369.91 |
| TAXABLE TOTAL | Required | Total dollar value of line items on which tax applies | 123.00 |
| NON-TAXABLE TOTAL | Required | Total dollar value of line items on which tax does not apply | 1111.11 |
| TAX | Required | Total dollar value of Tax | 12.30 |
| TOTAL FREIGHT | Dollar value of Freight | 23.50 | |
| TOTAL LABOR | Dollar value of Labor | 100.00 |