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 |
| ACTIVE | Required | Enter Y or N | Y |
| TERMS CODE | Required | Sequential numbering of terms code. | 7 |
| TERMS DESCRIPTION | Required | Up to 30 characters. | 5% 15th Prox Net 20th Prox |
| DISCOUNT (%) | Required | Discount entered as a percent. | 5 |
| DISCOUNT IF PAID ON OR BEFORE | Required | Select Days or Day of the Month. Enter D or DM. | DM |
| NO OF DISCOUNT DAYS OR DAY OF THE MONTH | Required | Numeric entry. | 15 |
| NET DUE IF PAID ON OR BEFORE | Required | Select Days or Day of the Month. Enter D or DM. | DM |
| NO OF NET DAYS OR DAY OF THE MONTH | Required | Numeric entry. | 20 |
| SORT SEQUENCE | Numeric sort sequence that determines display in ascending order. | 4 | |
| INVOICE CUT OFF DAY | Numeric entry corresponding to day of the month. | 26 |