Importing/Exporting - Cards Fields

Cards Fields - Customer

View a list of all types of fields: Field descriptions for importing and exporting

Field

Description and Character Limits

^Co./Last Name

If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

First Name

20 characters, alphanumeric

^Card ID

15 characters, alphanumeric. Must be a unique ID. If you try to import an ID that already exists, the ID "*None" will be assigned.

Card Status

If the field is blank or the letter N appears in the field, the card won't be marked; it will have active status.
If the field contains a Y or any non-blank character (other than N), the card will be marked; it will have inactive status.

Currency Code

3 characters, alpha. When importing, must match a preexisting currency code in the Currency List. If no code specified, local currency substituted.

Addr through Salutation fields are provided for each of the five addresses allowed per card entry.

Addr 1 (2-3-4-5)
  - Line 1
  - Line 2
  - Line 3
  - Line 4

Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric

   - City
  - State

Cannot exceed 255 characters, alphanumeric (each field)

  - ZIP Code

10 characters, alphanumeric

  - Country

255 characters, alphanumeric

  - Phone #1
  - Phone #2
  - Phone #3

21 characters, alphanumeric (each field)

  - Fax #
  - Email
  - WWW

21 characters, alphanumeric (each field)

  - Contact Name

25 characters, alphanumeric

  - Salutation

15 characters, alphanumeric

Picture

File name of the graphic. 255 characters, alphanumeric.

Notes

255 characters, alphanumeric

Identifiers

10 characters, alpha only

Custom List 1
Custom List 2
Custom List 3

30 characters, alphanumeric (each field)

Custom Field 1
Custom Field 2
Custom Field 3

30 characters, alphanumeric (each field)

Billing Rate

10 characters, numeric including 4 decimal places

Terms
  - Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM

   - Discount Days

3 characters, numeric, based on Payment is Due code:

If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0-999.

If code 3 or 5 indicates when payment is due, use a date from 1-31. (EOM=31)

   - Balance Due Days

3 characters, numeric, based on Payment is Due code:

If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0-999.

If code 3 or 5 indicates when payment is due, use a date from 1-31. (EOM=31)

  - % Discount

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).

  - % Monthly Charge

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of a decimal point (example: 00.10).

Tax Code

3 characters, alphanumeric. When importing, must match a preexisting tax code in the Tax Code List.

Credit Limit

7 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

Tax ID No.

19 characters, alphanumeric

Volume Discount%

2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

Sales/Purchase Layout

S - Service
I - Item
P - Professional
M - Miscellaneous invoice or purchase order layout
T - Time Billing invoice layout.

Price Level

1 character, numeric:
0 - Base Selling Price
1 - Price Level A
2 - Price Level B
3 - Price Level
4 - Price Level D
5 - Price Level E
6 - Price Level F

Payment Method

20 characters, alphanumeric.

Payment Notes

255 characters, alphanumeric. Available only if a Payment Method is entered.

Name on Card

50 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Card Number

25 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Expiration Date

5 characters in the format mm/yy. Available only if a credit card or debit card payment method type is entered.

Address (AVS)

28 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

ZIP (AVS)

10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Account

5 characters, numeric. May have an optional non-numeric separator between the first digit and the last 4 digits (example:  1-1234).

Salesperson

31 characters, alphanumeric

Salesperson Card ID

15 characters, alphanumeric

Comment

255 characters, alphanumeric.

Shipping Method

20 characters, alphanumeric

Printed Form

255 characters, alphanumeric

Freight Tax Code

3 characters, alphanumeric. When importing, must match a preexisting tax code in the Tax Code List.

Receipt Memo

255 characters, alphanumeric

Invoice/Purchase Order Delivery

P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent
If field is left blank, the field will be set to P=To be Printed

^Conditional Fields: When importing, one or both fields must contain valid entries for matching fields in the company file.

Field	Description and Character Limits
^Co./Last Name	If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.
First Name	20 characters, alphanumeric
^Card ID	15 characters, alphanumeric. Must be a unique ID. If you try to import an ID that already exists, the ID "*None" will be assigned.
Card Status	If the field is blank or the letter N appears in the field, the card won't be marked; it will have active status. If the field contains a Y or any non-blank character (other than N), the card will be marked; it will have inactive status.
Currency Code	3 characters, alpha. When importing, must match a preexisting currency code in the Currency List. If no code specified, local currency substituted.
Addr through Salutation fields are provided for each of the five addresses allowed per card entry.
Addr 1 (2-3-4-5) - Line 1 - Line 2 - Line 3 - Line 4	Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric
- City - State	Cannot exceed 255 characters, alphanumeric (each field)
- ZIP Code	10 characters, alphanumeric
- Country	255 characters, alphanumeric
- Phone #1 - Phone #2 - Phone #3	21 characters, alphanumeric (each field)
- Fax # - Email - WWW	21 characters, alphanumeric (each field)
- Contact Name	25 characters, alphanumeric
- Salutation	15 characters, alphanumeric
Picture	File name of the graphic. 255 characters, alphanumeric.
Notes	255 characters, alphanumeric
Identifiers	10 characters, alpha only
Custom List 1 Custom List 2 Custom List 3	30 characters, alphanumeric (each field)
Custom Field 1 Custom Field 2 Custom Field 3	30 characters, alphanumeric (each field)
Billing Rate	10 characters, numeric including 4 decimal places
Terms - Payment is Due	1 character, numeric. Use one of these codes to indicate when payment is due: 0 - COD 1 - Prepaid 2 - In a Given # of Days 3 - On a Day of the Month 4 - # of days after EOM 5 - Day of Month after EOM
- Discount Days	3 characters, numeric, based on Payment is Due code: If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0-999. If code 3 or 5 indicates when payment is due, use a date from 1-31. (EOM=31)
- Balance Due Days	3 characters, numeric, based on Payment is Due code: If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0-999. If code 3 or 5 indicates when payment is due, use a date from 1-31. (EOM=31)
- % Discount	2 numeric characters to the left of a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).
- % Monthly Charge	2 numeric characters to the left of a decimal point and 2 numeric characters to the right of a decimal point (example: 00.10).
Tax Code	3 characters, alphanumeric. When importing, must match a preexisting tax code in the Tax Code List.
Credit Limit	7 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.
Tax ID No.	19 characters, alphanumeric
Volume Discount%	2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.
Sales/Purchase Layout	S - Service I - Item P - Professional M - Miscellaneous invoice or purchase order layout T - Time Billing invoice layout.
Price Level	1 character, numeric: 0 - Base Selling Price 1 - Price Level A 2 - Price Level B 3 - Price Level 4 - Price Level D 5 - Price Level E 6 - Price Level F
Payment Method	20 characters, alphanumeric.
Payment Notes	255 characters, alphanumeric. Available only if a Payment Method is entered.
Name on Card	50 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Card Number	25 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Expiration Date	5 characters in the format mm/yy. Available only if a credit card or debit card payment method type is entered.
Address (AVS)	28 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
ZIP (AVS)	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Account	5 characters, numeric. May have an optional non-numeric separator between the first digit and the last 4 digits (example: 1-1234).
Salesperson	31 characters, alphanumeric
Salesperson Card ID	15 characters, alphanumeric
Comment	255 characters, alphanumeric.
Shipping Method	20 characters, alphanumeric
Printed Form	255 characters, alphanumeric
Freight Tax Code	3 characters, alphanumeric. When importing, must match a preexisting tax code in the Tax Code List.
Receipt Memo	255 characters, alphanumeric
Invoice/Purchase Order Delivery	P=To be Printed E=To be Emailed B=To be Printed & Emailed A=Already Printed or Sent If field is left blank, the field will be set to P=To be Printed