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 |
| WAREHOUSE CODE | Required | Three digit alphanumeric code | 4 |
| WAREHOUSE NAME | Required | Up to 30 alphanumeric characters | ABC Warehouse |
| ADDRESS 1 | Address line 1 | 1100 E Street | |
| ADDRESS 2 | Address line 2 | ||
| CITY | City | San Rafael | |
| STATE | Enter existing State code | CA | |
| COUNTRY CODE | Enter existing Country code | USA | |
| ZIP CODE | Enter ZIP or ZIP+4 | 94904 | |
| PHONE | Enter phone number | 415-777-5561 | |
| TAX JURISDICTION | Enter existing Tax Jurisdiction | MARIN COUNTY | |
| TAX RATE | Enter Tax Rate as a percentage | 9.00 | |
| ACTIVE | Required | Enter Y or N | Y |
| SORT SEQUENCE | Numeric sequence in which warehouse is displayed | 2 | |
| INTERNAL VENDOR | Enter Internal Vendor name. Required for Warehouse Transfers | Whse4 | |
| INTERNAL CUSTOMER | Enter Internal Vendor name. Required for Warehouse Transfers | Whse4 | |
| STATEMENT NAME | Required | Enter name for Customer Statement | ABC Warehouse Billing Dept |
| STATEMENT ADDRESS 1 | Enter Address 1 | 1100 E Street | |
| STATEMENT ADDRESS 2 | Enter Address 2 | ||
| STATEMENT CITY | Enter City | San Rafael | |
| COUNTRY CODE | Required | Enter existing country code | USA |
| STATE | Required | Enter existing State code | CA |
| ZIP CODE | Enter ZIP or ZIP+4 | 94904 | |
| CONTACT ID | Enter existing Contact ID | 40 | |
| UNDEPOSITED CASH | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 105-00 |
| ACCOUNTS RECEIVABLE | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 120-00 |
| INVENTORY | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 150-00 |
| INVENTORY-DEFECTIVE | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 155-00 |
| WIP INVENTORY | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 158-00 |
| CASH DISCOUNTS TAKEN | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 152-00 |
| ACCUMULATED DEPRECIATION | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 185-00 |
| ACCOUNTS PAYABLE | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 210-00 |
| UNCONFIRMED ACCTS PAYABLE | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 220-00 |
| SALES TAX PAYABLE | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 230-00 |
| INTERNAL WAREHOUSE TRANSFERS | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions. Internal Warehouse Transfer is a Capital Account with a debit balance for a Sending Warehouse and a Credit balance for a Receiving Warehouse | 350-00 |
| RETAINED EARNINGS | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 300-00 |
| TAXABLE SALES | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 400-00 |
| NON-TAXABLE SALES | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 405-00 |
| INTEREST CHARGED | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 408-00 |
| FREIGHT CHARGED | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 410-00 |
| LABOR CHARGED | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 415-00 |
| RENTAL INCOME | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 420-00 |
| RESTOCKING FEES | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 450-00 |
| CASH DISCOUNTS GIVEN | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 407-00 |
| COST OF GOODS SOLD | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 500-00 |
| INVENTORY SHORTAGES | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 510-00 |
| DEPRECIATION EXPENSE | Required | Enter exiting GL Account Code. This GL Account will be used for the default GL Postings of transactions | 525-00 |
| DEPARTMENT CODE | Enter existing department to default for GL Posting of transactions |