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
SHIP VIA CODE Required One- to three digit alphanumeric code that identifies the shipping method. 123
DESCRIPTION Required Maximum entry is 30 characters. Next day air
TAX BY WAREHOUSE Indicate whether tax will be computed based on the tax jurisdiction of the shipping warehouse or not. Y
ACTIVE? Required To view an inactive account, see Active and Inactive Records. Y
WEB DISPLAY Indicate whether this shipping method will be available through the eCommerce modules. Y
SORT SEQUENCE Enter integer determining order in which to display ship vias 2
PROVIDER Select freight provider from FedEx, UPS, USPS, Other FedEx

 

 

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