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
TAX CODE Required Three character code. W
DESCRIPTION Up to 25 character description. WHOLESALE (HAWAII)
TAXABLE (Y/N) Required Enter Y or N. Y
TAX JURISDICTION TABLE Required If Taxable, select whether to read from tax jurisdiction table. Enter Y or N. N
TAX RATE If Tax Jurisdiction Table is N, enter Tax Rate as a % 0.425

 

 

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