Importing and exporting

Cards Fields - Vendor

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
Card Status	If 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)
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
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.
Expiry Date	10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered
ABA	9 numeric characters
Sales Layout	S - Service I - Item P - Professional M - Miscellaneous
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.
Payment 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, it 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.