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
SERIAL NO Required 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) SR10035678
PRODUCT CODE Required 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) JA-1000
VENDOR CODE 20 characters maximum. Only alpha characters/numbers/special Characters(@,-,_,.) are allowed V-230-45
LOCATION CODE 12 charcters maximum. See this wiki: https://help.accolent.net/setting-up-location-codes/ for specifications A12-R2-S3-B4
TRANSACTION NO 20 character maximum – no spaces. Use only standard ASCII characters (no *, /, etc.) C1000
TRANSACTION DATE Transaction Date in US date format MM/DD/YY 02/20/16
TYPE Enter Type as
C — Customer
W — Warehouse
S — Salesrep
V — Vendor
C
STATUS Required Enter Status as
S — Sold to Customer
F — Being Repaired
C — Consignment
M — Missing
V — Vendor
R — Rental
RE — Retired
W — whse stock
S

 

 

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