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.

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

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)

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

   - 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)

  - % 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).

Sales Tax Code

3 characters, alphanumeric.
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

Sales Layout

S - Service
I - Item
P - Professional
M - Miscellaneous invoice layout

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.

Card Verification (CVV2)

5 characters, numeric. 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).

Comment

255 characters, alphanumeric.

Shipping Method

20 characters, alphanumeric

Printed Form

255 characters, alphanumeric

Freight Tax Code

3 characters, alphanumeric.
Must match a preexisting tax code in the Tax Code List.

Receipt Memo

255 characters, alphanumeric

Invoice 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.

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
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)

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
- 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)
- % 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).
Sales Tax Code	3 characters, alphanumeric. 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
Sales Layout	S - Service I - Item P - Professional M - Miscellaneous invoice layout

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.
Card Verification (CVV2)	5 characters, numeric. 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).
Comment	255 characters, alphanumeric.
Shipping Method	20 characters, alphanumeric
Printed Form	255 characters, alphanumeric
Freight Tax Code	3 characters, alphanumeric. Must match a preexisting tax code in the Tax Code List.

Receipt Memo	255 characters, alphanumeric
Invoice 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