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 NO | Required | Enter existing Transaction No | 15024 |
| PRODUCT CODE | Required | Enter existing Product Code | JA-2010-345 |
| PRODUCT DESCRIPTION | Enter Product Description. If this field is left blank, the Product Description in the Product Master record will be inserted into the record | Safety harness – large | |
| UOM | Required | Enter existing UOM for this Product Code | EA |
| QUANTITY | Required | Quantity on order | 11.00 |
| QTY ON BACK ORDER | Required | Quantity on Back Order | 4.00 |
| EDIT BO | Enter Y or N. Default is N | N | |
| PRICE ($) | Required | Unit price. Accepts up to 5 decimal places | 27.50000 |
| EDIT PRICE? | Enter Y or N. Default is N | N | |
| TAX CODE | Required | Taxable status of line item. Enter Y or N. Default is Y | Y |
| DEPARTMENT CODE | Required | Enter existing Department Code | A23 |
| DATE REQUIRED | Required date in US date format MM/DD/YY | 05/15/19 | |
| PRINTED COMMENTS | Enter printed comments | ||
| PRINT ON INVOICE | Enter Y or N. Default is N | N | |
| PRINT ON WORK ORDER | Enter Y or N. Default is N | N | |
| PRINT ON PICK TICKETS | Enter Y or N. Default is N | N | |
| PRINT ON QUOTES | Enter Y or N. Default is N | N |