<p><span style="color: rgb(255,0,0)"><strong>Important: Please execute a database backup prior to starting any import process!</strong></span></p> <p><strong>Notes about special fields:</strong></p> <ul><li><span style="color: rgb(255,0,0)"><strong>Kit or Assembly Part Number:</strong></span> This field is <em>required </em>whether creating a new BOM or updating the existing BOM.</li> <li><span style="color: rgb(255,0,0)"><strong>Component Part Number:</strong></span> This field is <em>required </em>whether creating a new BOM or updating the existing BOM.</li> <li><span style="color: rgb(255,0,0)"><strong>Component Quantity:</strong></span> This field is <em>required </em>whether creating a new BOM or updating the existing BOM.</li> </ul>

<p><span style="color: rgb(255,0,0)"><strong>Important: Please execute a database backup prior to starting any import process!</strong></span></p> <p><strong>Notes about special fields:</strong></p> <ul><li><span style="color: rgb(255,0,0)"><strong>Part Number:</strong></span> This field is <em>required</em> when creating new records. It can also be used as a key when choosing the <strong>Update Existing Records</strong> option.</li> <li><span style="color: rgb(255,0,0)"><strong>Product Name:</strong></span> This field is <em>required</em> when creating new records.</li> <li><span style="color: rgb(255,0,0)"><strong>Product Class:</strong></span> This field is <em>required</em> when creating new records. <em>It must match an existing Product Class. </em><ul><li><span style="color: rgb(255,0,0)"><strong>Once a Product record is created, the Product Class can not be changed.</strong></span> </li> <li>Navigate to <strong>Administration ➤ Product Classes</strong> and click <strong>Show All</strong> to find the Product Classes that you can use on your import file.</li> </ul> </li> <li><strong>Default Type Override: </strong>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. <ul><li><span style="color: rgb(255,0,0)"><strong>Once a Product record is created, the Product Type can not be changed.</strong></span> </li> <li>If you want to import specific types of Products, you can do so by using one of these five Product types here:<ul><li>Assembly</li> <li>Freight</li> <li>Inventory</li> <li>Kit</li> <li>Non-Inventory</li> </ul> </li> </ul> </li> <li><strong>ID:</strong> This field is not used for creating new Product records. It can be used as a key when choosing the <strong>Update Existing Records</strong> option.</li> </ul>

<p><span style="color: rgb(255,0,0)"><strong>Important: Please execute a database backup prior to starting any import process!</strong></span></p> <p><strong>Notes about special fields:</strong></p> <ul><li><span style="color: rgb(255,0,0)"><strong>Client / Vendor:</strong></span> This field is <em>required</em>. 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:<ul><li>Client</li> <li>Vendor </li> </ul> </li> <li><span style="color: rgb(255,0,0)"><strong>Company Name:</strong></span> This field is <em>required</em> in order to properly match the Contact. <em>It must match an existing Client or Vendor record.</em></li> <li><span style="color: rgb(255,0,0)"><strong>Contact Last Name:</strong></span> This field is <em>required</em>. It must match the Last Name of an existing Contact record.</li> <li><span style="color: rgb(255,0,0)"><strong>Email Address:</strong></span> This field is <em>required.</em></li> <li><strong>Contact First Name:</strong> This field is <em>recommended</em> 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.</li> </ul>

<p><span style="color: rgb(255,0,0)"><strong>Important: Please execute a database backup prior to starting any import process!</strong></span></p> <p><strong>Notes about special fields:</strong></p> <ul><li><span style="color: rgb(255,0,0)"><strong>Client / Vendor:</strong></span> This field is <em>required.</em> There are 2 possible options to enter on the import file:<ul><li>Client</li> <li>Vendor</li> </ul> </li> <li><span style="color: rgb(255,0,0)"><strong>Company Name:</strong></span> This field is <em>required. It </em><span style="text-decoration:underline"><em>must</em></span><em> match an existing Client or Vendor Name.</em></li> <li><strong>Company First Name:</strong> This field is used only if you are using the First Name (The) field on the Client record.</li> <li><strong>Default Shipping Method:</strong> This field is not required. However, if you want to use it then it <span style="text-decoration:underline"><em>must</em></span><em> match an existing Freight-type Product.</em> Navigate to Inventory ➤ Products and use the Filter By menu to find the Freight items you can use on your import file.</li> <li><strong>Tax Area:</strong> This field is not required. However, if you want to use it then it <span style="text-decoration:underline"><em>must</em></span><em> match an existing Tax Area.</em> Navigate to General Ledger ➤ Tax Areas to find the Tax Areas you can use on your import file.</li> </ul>