Entity Import
The Import Entities from CSV screen can be used to import Entity records from a CSV file. A CSV file import_template can be downloaded that contains the following fields:
CSV Fields Mapping to Entity Screen:
CSV Column | Entity Parent Tab | Drill down Tab | Entity Fields |
|---|---|---|---|
id | Hidden | Hidden | Hidden |
ent_no | Entity tab |
| Entity No |
name | Entity tab |
| Name |
website | Entity tab/Contacts tab | Contact Information panel | Website |
type | Entity tab |
| Entity Type |
con_name | Contacts tab | Entity Contact screen | Contact Name |
con_phone | Contacts tab | Entity Contact screen | Phone |
con_fax | Entity tab/Contacts tab | Contact Information panel | Fax |
con_email | Contacts tab | Entity Contact screen | |
loc_name | Entity tab/Locations tab | Entity Location screen | Location Name |
loc_addressline1 | Entity tab/Locations tab | Entity Location screen | Address |
loc_city | Entity tab/Locations tab | Entity Location screen | City |
loc_state | Entity tab/Locations tab | Entity Location screen | State |
loc_zipcode | Entity tab/Locations tab | Entity Location screen | Zip/Postal |
loc_country | Entity tab/Locations tab | Entity Location screen | Country |
loc_termsId | Locations tab | Entity Location screen | Terms |
loc_pricelevel | Locations tab | Entity Location screen | Pricing Level |
loc_warehouse | Locations tab | Entity Location screen | Warehouse |
loc_timezone | Entity tab/Locations tab | Entity Location screen | Time Zone |
cus_number | Customer Tab | Detail Tab | Legacy Customer ID |
cus_type | Customer Tab | Detail Tab | Type |
cus_salesperson | Customer Tab | Detail Tab | Salesperson |
cus_creditlimit | Customer Tab | Misc tab | Credit Limit |
cus_porequired | Customer Tab | Misc tab | PO Required |
cus_employee_count | Customer Tab | Detail > CRM Details panel | Employee Count |
cus_revenue | Customer Tab | Detail > CRM Details panel | Revenue |
sal_salespersonid | Salesperson Tab |
| Hidden |
ven_vendorId | Vendor Tab | Detail Tab | Legacy Vendor ID |
ven_expenseId | Vendor Tab | Detail Tab | GL Account |
ven_type | Vendor Tab | Detail Tab | Type |
ven_taxno | Vendor Tab | Detail Tab | Tax No |
user_name | User Tab |
| Username |
user_password | User Tab |
| Password |
user_role | User Tab |
| User Role |
user_policy | User Tab |
| Security Policy |
Note: Not all entities can be imported. Here is a list of the entities where importing is allowed:
Customer
Vendor
Salesperson
Shipping Lines
Forwarding Agents
Terminals
Insurer
Futures Broker
Producers
Users
Competitors (18.3)
Leads (18.3)
Liens (18.3)