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 |
| SALESPERSON CODE | Required | Three digit alphanumeric code | 123 |
| SALESPERSON | Required | 20 character maximum. Spaces llowed. Use only standard ASCII characters (no *,/, etc.). | Peter Pettigrew |
| ADDRESS 1 | Address line 1 | 9 Commercial Blvd. | |
| ADDRESS 2 | Address line 2 | Suite 250 | |
| CITY | City | Novato | |
| STATE | Required | Two character State code | CA |
| ZIP CODE | Use either ZIP or ZIP + 4 | 94945 | |
| ACTIVE? | Required | Enter Y or N. | Y |
| SALES MANAGER | 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.). | Jane Smithson | |
| TERRITORY | Enter a valid Territory Code set up in the Value Lists | 234 | |
| PAYROLL CODE | 10 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.). | P09834692 | |
| USER CHOICE 1 | Any extra data elements not otherwise stored. | ||
| USER CHOICE 2 | Any extra data elements not otherwise stored. | ||
| USER CHOICE 3 | Any extra data elements not otherwise stored. | ||
| USER CHOICE 4 | Any extra data elements not otherwise stored. | ||
| USER CHOICE 5 | Any extra data elements not otherwise stored. | ||
| USER CHOICE 6 | Any extra data elements not otherwise stored. | ||
| USER CHOICE 7 | Any extra data elements not otherwise stored. | ||
| PHONE | Business phone no (e.g., 1-123-456-7890 or 123-456-7890) | 123-456-7890 | |
| Enter business email address. | tom@ads.com | ||
| FAX | Business fax no (e.g., 1-123-456-7890 or 123-456-7890) | 123-456-7890 | |
| MOBILE | Business mobile no (e.g., 1-123-456-7890 or 123-456-7890) | 123-456-7890 | |
| WEBSITE | Enter website address in url format. | www.ads.com |