Important: Please execute a database backup prior to starting any import process!

Notes about special fields:

• Part Number: This field is required when creating new records. It can also be used as a key when choosing the Update Existing Records option.
• Product Name: This field is required when creating new records.
• Product Class: This field is required when creating new records. It must match an existing Product Class.
  • Once a Product record is created, the Product Class can not be changed.
  • Navigate to Administration ➤ Product Classes and click Show All to find the Product Classes that you can use on your import file.
• Default Type Override: This field is not required, however, if you don't designate a Product Type then all of the new records from the import file will be created as Inventory Products.
  • Once a Product record is created, the Product Type can not be changed.
  • If you want to import specific types of Products, you can do so by using one of these five Product types here:
    • Assembly
    • Freight
    • Inventory
    • Kit
    • Non-Inventory
• ID: This field is not used for creating new Product records. It can be used as a key when choosing the Update Existing Records option.

Important: Please execute a database backup prior to starting any import process!

Notes about special fields:

• Client / Vendor: This field is required. It is used to indicate if the Contact record being imported/updated is related to a Client or Vendor record. There are 2 possible options to enter on the import file:
  • Client
  • Vendor
• Company Name: This field is required in order to properly match the Contact. It must match an existing Client or Vendor record.
• Contact Last Name: This field is required. It must match the Last Name of an existing Contact record.
• Email Address: This field is required.
• Contact First Name: This field is recommended when creating new records. It would be 100% necessary if you have a more than one Contact with the same last name who works for the same company.

Important: Please execute a database backup prior to starting any import process!

Notes about special fields:

• Client / Vendor: This field is required. There are 2 possible options to enter on the import file:
  • Client
  • Vendor
• Company Name: This field is required. It must match an existing Client or Vendor Name.
• Company First Name: This field is used only if you are using the First Name (The) field on the Client record.
• Default Shipping Method: This field is not required. However, if you want to use it then it must match an existing Freight-type Product. Navigate to Inventory ➤ Products and use the Filter By menu to find the Freight items you can use on your import file.
• Tax Area: This field is not required. However, if you want to use it then it must match an existing Tax Area. Navigate to General Ledger ➤ Tax Areas to find the Tax Areas you can use on your import file.