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    Imports

    Customer Imports

    The Customer imports are used to create or update customer information.

    Customer

    The Customer import is used create and update customer information.

    Contact
    To create or update a contact, you must map the Customer ID in the Customer section and also map the Contact ID, Contact Name, and any additional contact fields in this section.

    Field Field Type/ Length Description
    Alternate Phone Text / 50 Characters The contact's alternate phone number.
    Alternate Phone Description Text / 50 Characters The description for the contact's alternate phone number.
    Contact ID Text / 20 Characters Required if creating or updating any other Contact fields. The Contact ID is the unique identifier for the contact.
    Email Text / 99 Characters The contact's email address.
    Email Description Text / 50 Characters The description for the contact's email address.
    Enabled Yes/No If the contact is active, then set this value to "Yes".
    Fax Text / 50 Characters The contact's fax number.
    Fax Description Text / 50 Characters The description for the contact's fax number.
    Mobile Phone Text / 50 Characters The contact's mobile phone number.
    Mobile Phone Description Text / 50 Characters The description for the contact's mobile phone number.
    Name Text / 50 Characters Required if creating a new contact using this import.
    Other Text / 50 Characters The contact's other phone number.
    Other Description Text / 50 Characters The description for the contact's other phone number.
    Phone Text / 50 Characters The contact's phone number.
    Phone Description Text / 50 Characters The description for the contact's phone number.
    Title Text / 50 Characters The contact's title, position or role within their company.

    Customer
    The only field required when creating a customer is the Customer ID (also known as the Customer Name). Once a customer is created it cannot be deleted, so ensure your spreadsheet is free of errors before importing.

    Field Field Type/ Length Description
    Account Number Text Syncs with QuickBooks. One of the values used to match a customer when importing in sales orders. This field is used to store:
    • Account Numbers generated by your company for your customers.
    • Account Number provided by your customer to be included on invoices.
    • Account Number to link to other business system(s).
    Address 1 Text / 41 Characters Billing address line 1
    Address 2 Text / 41 Characters Billing address line 2
    Address 3 Text / 41 Characters Billing address line 3
    Address 4 Text / 41 Characters Billing address line 4
    Alt Phone Text / 21 Characters The billing contact's alternate phone number.
    Alt Phone Description Text / 41 Characters The description for the billing contact's alternate phone number.
    Alternate Customer ID Text / 30 Characters An alias for this customer, such as a d/b/a or previous name. One of the fields that is evaluated in order to match a customer when importing in sales orders.
    Annual Sales Numeric A reference field which allows you to enter the customer's Annual Sales amount.
    Branch ID Text / 15 Characters A customer can be assigned a default Branch. If a branch is assigned, every quote, sales order and credit memo created will default to this branch, but it can be overridden per sales quote or sales order.
    CC Address Text / 41 Characters The billing street address associated with the credit card.
    CC Expire Month Numeric Required if importing in CC Number. Formatted as MM.
    CC Expire Year Numeric Required if importing in CC Number. Formatted as YYYY.
    CC Name Text / 41 Characters The name on the customer's credit card.
    CC Number Numeric / 19 digits The customer's credit card number.
    CC Postal Code Text / 41 Characters The billing ZIP code associated with the credit card.
    City Text / 31 Characters Billing city.
    Closing Age History Text / 41 Characters
    Company Name Text / 41 Characters The name of the company.
    Country Text / 31 Characters Billing country.
    Credit Hold Yes/No Use to put the customer on a credit hold.
    Credit Limit Numeric The customer's credit limit. Depending on Customer Credit Evaluation Configuration Options, a customer will go into a credit hold if they exceed their limit.
    Credit Rating Text / 25 Characters The Credit Rating field is a reference field allows you to store the customer's credit rating. Example a Dun and Bradstreet rating of "4A3".
    Credit Rating Source Text / 25 Characters The Source field is used to store the Source of the Credit Rating. For example, the Source may be "Dun & Bradstreet".
    Customer ID Text / 41 Characters Required. The unique customer name. If importing a Job, the parent customer must already exist and the Customer ID should be formatted as Parent:Job. In that case, the parent and job can each be up to 41 characters (for a total of 83 characters, including the colon between the names).
    Customer Type Text / 159 Characters Must match an existing Customer Type.
    Date Opened Date A reference field allowing you to record the date the customer's line of credit was opened.
    Default Reference Text / 30 Characters The Reference text will carry over to the header of the non-posting sales transactions created for this customer.
    Default Reference 2 Text / 30 Characters The Reference 2 text will carry over the Additional Info tab of the non-posting sales transaction created for this customer.
    Email Text / 99 Characters The billing contact's email address.
    Email Desc Text / 41 Characters The description for the billing contact's email address.
    Fax Text / 21 Characters The billing contact's fax number.
    Fax Desc Text / 41 Characters The description for the billing contact's fax number.
    First Name Text / 25 Characters The first name of the billing contact.
    Invoice Text Text Acctivate's default invoice document has a space reserved to display the customer specific invoice text entered in this field.
    Last Credit Review Date A reference field allowing you to record the date of the customer's last credit review.
    Last Name Text 25 Characters The last name of the billing contact.
    Login Legacy. No longer used.
    Marketing Code Text / 15 Characters A default Marketing Code can be assigned to this customer. If assigned, any non-posting sales transactions created for this customer will default to this Marketing Code.
    Middle Name Text 5 Characters The middle initial of the billing contact.
    Mobile Phone Text / 21 Characters The billing contact's mobile phone number.
    Mobile Phone Desc Text / 41 Characters The description for the billing contact's mobile phone number.
    Ownership Style Text / 15 Characters A reference field for storing the customer's ownership style. E.g., LLC, S Corp, etc.
    Other Text / 21 Characters The billing contact's Other Phone number.
    Other Desc Text / 41 Characters The description for the billing contact's Other Phone number.
    Password Legacy. No longer used.
    Phone Text / 21 Characters The billing contact's phone number.
    Phone Desc Text / 41 Characters The description for the billing contact's phone number.
    Popup Note Text Text entered in this field will appear on the Customer tab of the customer's non-posting sales transactions.
    Popup Notes Yes/No Yes/No If set to "Yes", the Popup Note will "popup" on screen every time this customer is opened or a non-posting sales transaction for this customer is opened.
    Preferred Payment Method Text / 31 Characters The customer's preferred payment method. Must match an existing payment method configured in QuickBooks.
    Price Code Text / 50 Characters The customer's default Price Code. Must match an existing price code or price code description.
    Referred By Text / 41 Characters The Customer, Vendor, or Other Contact (from Other Contact list in QuickBooks) which referred this customer.
    Salesperson Text / 5 Characters Salespersons must be setup in QuickBooks for this option to be available. Must match a salesperson ID or name.
    Salutation List / 15 Characters The billing contact's salutation/prefix. Valid options are:
    • Mr.
    • Mrs.
    • Ms.
    • Dr.
    State Text / 21 Characters Billing state. The 2 character ISO code is recommended.
    Status Yes/No If set to "Yes", the customer is active.
    Suffix Text / 10 Characters The suffix of the billing contact. Valid options are:
    • Jr.
    • Sr.
    • III
    • IV
    • Phd.
    • MD
    • DDS
    Sync as Customer ID Text / 41 Characters Must match an existing customer's Customer Name (Customer ID). This customer's transactions (invoices and payments) can be synchronized to QuickBooks under another customer record. This feature allows you to maintain distinct customer information in Acctivate will consolidating customers transactions in QuickBooks.
    Tax Code ID Text / 3 Characters The customer's default tax code. Must match an existing Tax Code.
    Tax Exemption Text / 15 Characters The customer's tax exemption number.
    Tax Exemption Reason List Only for QuickBooks Online Acctivate companies. Required if the Customer is non-taxable. Valid options are:
    • Federal government
    • State government
    • Local government
    • Tribal government
    • Charitable organization
    • Religious organization
    • Educational organization
    • Hospital
    • Resale
    • Direct pay permit
    • Multiple points of use
    Terms Code Text / 31 Characters The customer's terms code. Must match an existing Terms Codes.
    Trade Discount Percent Numeric A customer can have a default discount percentage applied to all their Sales Orders (and therefore sales invoices).
    Trading Partner Text / 15 Characters The EDI Trading Partner associated with this customer. Must match an existing Partner ID.
    Web Address Text The customer's website URL.
    Zip Text / 13 Characters Billing zip code.

    Ship-To Address
    To create or update a ship to location, you must map the Customer ID in the Customer section and also map the Location ID and any additional ship to fields in this section.

    Field Field Type/ Length Description
    Address 1 Text / 41 Characters Shipping address line 1
    Address 2 Text / 41 Characters Shipping address line 2
    Address 3 Text / 41 Characters Shipping address line 3
    Address 4 Text / 41 Characters Shipping address line 4
    Alt Phone Text / 21 Characters The ship to contact's alternate phone number.
    Alt Phone Desc Text / 41 Characters The description for the ship to contact's alternate phone number.
    Attention Text / 50 Characters The ship to attention name.
    City Text / 31 Characters Shipping city.
    Country Text / 31 Characters Shipping country.
    Default Yes/No If "Yes", this ship to location will be the default location.
    Default Job Number Text / 20 Characters A reference field which carries over to the Additional Info tab of the non-posting sales transaction.
    Delivery Comment Text / 50 Characters Comments will print on customer facing sales forms.
    Distance Numeric A reference field used to record the distance of travel to a customer's location.
    Email Text / 99 Characters The ship to contact's email address.
    Email Desc Text / 41 Characters The description for the ship to contact's email address.
    Fax Text / 21 Characters The ship to contact's fax number.
    Fax Desc Text / 41 Characters The description for the ship to contact's fax number.
    FOB Text / 25 Characters The default FOB for this location.
    Hold From Date Date Required if Hold Shipments is set to Yes. The beginning date in which shipments will be held for this location. Format as MM/DD/YYYY.
    Hold Shipments Yes/No If "Yes", shipments will be held from the Hold From Date to the Hold To Date.
    Hold To Date Date Required if Hold Shipments is set to Yes. The ending date in which shipments will be held for this location. Format as MM/DD/YYYY.
    Location ID Text / 41 Characters Required if creating or updating a location. The unique name of the Ship To location.
    Location Name Legacy.
    Map Reference Text / 15 Characters A reference field used to save a map's coordinates or map index information for delivery navigation.
    Misc Comment Text Text entered in this field will appear on the ship to tab of the customer's non-posting sales transactions. If Popup Notes is set to "Yes", this note will "popup" on screen every time this location is selected on a non-posting sales transaction for this customer.
    Mobile Text / 21 Characters The ship to contact's mobile phone number.
    Mobile Desc Text / 41 Characters The description for the ship to contact's mobile phone number.
    Other Text / 21 Characters The ship to contact's other phone number.
    Other Desc Text / 41 Characters The description for the ship to contact's other phone number.
    Phone Text / 21 Characters The ship to contact's phone number.
    Phone Desc Text / 41 Characters The description for the ship to contact's phone number.
    Popup Notes Yes/No If set to "Yes", the Misc Comment will "popup" on screen every time this location is selected on a non-posting sales transaction for this customer.
    Route Text / 50 Characters A customer's ship to location can be assigned to a Route for delivery. Must match an existing Route.
    Routing Text / 50 Characters A reference field for storing the instructions specific to the routing of shipments.
    Ship Via Text / 25 Characters A location can be assigned a default Ship Via to be used on a non-posting sales transaction.
    Special Instructions Text Special Instructions are internal order instructions which, by default, do not print on any customer facing forms.
    Shipping Instructions Text Shipping Instructions can be used to record information about how the order is to be shipped. Prints on all forms except the Invoice.
    State Text / 21 Characters Shipping state. The 2 character ISO code is recommended.
    Status Yes/No If "Yes", this location is active.
    Stop Number Numeric If a customer's ship to location is assigned to a route, you can define which Stop on the route this location is.
    Tax Category ID Text / 31 Characters Tax items and Groups are setup in QuickBooks and then are synchronized to Acctivate. The term "Tax Category" is an all-encompassing term for QuickBooks Tax Groups and any Tax Items that are not in a Tax Group. A ship to location can be assigned a Tax Category to ensure that the appropriate tax rate is used based on the ship to destination. Must match an existing Tax Category.
    Warehouse Text / 5 Characters The default warehouse for EDI orders using this ship to location. Requires the customer to be associated with an EDI Trading Partner.
    Zip Text / 13 Characters Shipping zip code.

    Options Tab
    An import template contains options for how duplicate and missing data are handled. A new import template will default to the recommended options.

    Option Name Description
    Duplicate Handling
    • Keep existing data and discard import data: This will block the user from updating existing records, you will only be able to create new records using the import.
    • Replace existing data with import data, ignoring blank fields: The second option is set as the default selection. With this option, if your import file contains records that already exist in Acctivate (based on the key fields: Customer ID, Contact ID, Location ID), any Acctivate field that is mapped to source file fields containing data will be updated; blank source file fields will be ignored.
    • Replace existing data with import data, including blank fields: With this option, if your import file contains records that already exist in Acctivate (based on the key fields: Customer ID, Contact ID, Location ID), any Acctivate field that is mapped to source file fields will be updated. Acctivate fields mapped to blank source file fields will be updated to be blank.
    Missing Record Handling
    • Discard data if matching record is not found in database: If selected, Acctivate records that match the source file records (based on the key fields: Customer ID, Contact ID, Location ID) will be updated. Source records that don't match an existing Acctivate record will be ignored.
    • Create new record from import data: This option is the default selection. If selected, Acctivate records that match the source file records (based on the key fields: Customer ID, Contact ID, Location ID) will be updated. Source records that don't match an existing Acctivate record will be created as new records.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.

    Customer Product IDs

    The Customer Product ID import is used to import in the relationship between your customer's product ID's and your product ID's. When entering or importing an order, your customer's product ID will get converted to your product ID.

    Customer Product ID

    Field Field Type/ Length Description
    Customer ID Text / 41 Characters Required. The Acctivate Customer ID (Customer Name). The customer must already exist in Acctivate.
    Customer Description Text / 4095 Characters The customer's description for this product.
    Customer Product ID Text / 159 Characters Required The customer's Product ID.
    Customer Product Note Text An internal note for the customer product ID relationship.
    Product ID Text / 41 Characters Required. The Acctivate Product ID.

    Options Tab
    An import template contains options for how duplicate and missing data are handled. A new import template will default to the recommended options.

    Option Name Description
    Duplicate Handling
    • Keep existing data and discard import data: This will block the user from updating existing records, you will only be able to create new records using the import.
    • Replace existing data with import data, ignoring blank fields: The second option is set as the default selection. With this option, if your import file contains records that already exist in Acctivate (based on the unique combinations of the key fields Customer ID, Customer Product ID, and Product ID), any Acctivate field that is mapped to source file fields containing data will be updated; blank source file fields will be ignored.
    • Replace existing data with import data, including blank fields: With this option, if your import file contains records that already exist in Acctivate (based on the unique combinations of the key fields Customer ID, Customer Product ID, and Product ID), any Acctivate field that is mapped to source file fields will be updated. Acctivate fields mapped to blank source file fields will be updated to be blank.
    Missing Record Handling
    • Discard data if matching record is not found in database: If selected, Acctivate records that match the source file records (based on the unique combinations of the key fields Customer ID, Customer Product ID, and Product ID) will be updated. Source records that don't match an existing Acctivate record will be ignored.
    • Create new record from import data: This option is the default selection. If selected, Acctivate records that match the source file records (based on the unique combinations of the key fields Customer ID, Customer Product ID, and Product ID) will be updated. Source records that don't match an existing Acctivate record will be created as new records.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.

    Inventory Imports

    The Inventory imports are used to create or update product information. They can also be used to create inventory transactions.

    Products

    The Product import is used to create or update products.

    Alternate Unit
    This section of the import is used to define the stocking quantity for the related Package, Purchase, and Sales units defined for a product. To import these quantity relationships in, you must have the Product ID mapped in the Product section, you must have the corresponding unit of measure mapped in the Product secction (e.g., the Package, Purchase, Sales unit) and the mapped unit must have a Product Specific relationship with the product's stocking unit.

    Field Field Type/ Length Description
    Package Unit Qty Numeric The stocking unit quantity that makes up the Package Unit. You must also map the Package Unit field in the Product section.
    Purchase Unit Qty Numeric The stocking unit quantity that makes up the Purchase Unit. You must also map the Purchase Unit field in the Product section.
    Sales Unit Qty Numeric The stocking unit quantity that makes up the Sales Unit. You must also map the Sales Unit field in the Product section.

    Initial Balance
    You can use this section to set the product's initial inventory balance at the same time the product is created using the import. If mapped, a balance adjustment will be created with the current date. If you have the location mapped, then a transfer will also be posted to move the quantity into the location after the balance adjustment is created. You must map the Product ID in the Product section and the Warehouse in the Product Warehouse Record section in addition to the Amount and Qty On Hand or Unit Cost and Qty On Hand.

    Field Field Type/ Length Description
    Amount Numeric The total value of the on hand quantity. If you are supplying this, then you do not need to provide the unit cost, but you must map the Qty On Hand and map the Warehouse.
    Location Text / 80 Characters The location that the initial balance should be added to. You must map the Warehouse, the Qty On Hand, and either the Amount or Unit Cost. A balance adjustment will be created to add the inventory, and then a transfer will be created to move the inventory into this location. Only available if multiple locations are enabled.
    Qty On Hand Numeric The total on hand quantity. If provided, you must also map the Warehouse and either the Amount or Unit Cost.
    Unit Cost Numeric The unit cost of the on hand quantity. If you are supplying this, then you do not need to provide the Amount, but you must map the Qty On Hand and map the Warehouse.

    Product
    This section is used to create or update product information. When creating a new product, the key field (Product ID) and "R" fields are required. To update a product, only the Product ID and fields to be updated need to be mapped.

    Field Field Type/ Length Description
    Active Yes / No If set to "No", the product will be made inactive. If not supplied, the product will be created as an active product.
    Alt Description Text / 4095 Characters An alternate description of the product.
    Alt Product ID Text / 159 Characters This is the primary Alternate Product ID associated with this product.
    Available On Web Yes / No If "Yes", the product's inventory quantities will be synchronized to any web store that has the Export inventory web store template option enabled. Product information will also be exported to a flat file when using the File → Export Product List function.
    Bill of Materials List Must match one of the following options:
    • None (or blank): If set to None or blank, the product does not have a Bill of Materials (BOM) that make it up.
    • Assembly (Standard): An assembly product in which the components that make it up cannot be modified per assembly transaction.
    • Assembly (Custom): An assembly product in which the list of components and component quantities can be modified per assembly transaction.
    • Assembly (Process): An assembly product in which the list of components and component quantities can be modified per assembly transaction and the yield of the assembly product can vary.
    • Assortment: A non-inventoried product that is related to an assortment of components.
    • Kit (Standard): A non-inventoried product that represents a group of products (its components). The components and their quantities cannot be altered per order
    • Kit (Custom): A non-inventoried product that represents a group of products. Unlike a standard kit, a custom kit can have components and component quantities changed per order
    Color Text / 25 Characters A searchable text field for recording product color.
    Control Type List Must match one of the following options
    • Standard: Valid for Non-inventoried, Inventoried, Drop Ship Only, and Special Order Only Item Type products.
    • Serial Numbered: Valid only for Inventoried, Drop Ship Only, and Special Order Only Item Type products.
    • Lot Numbered: Valid only for Inventoried, Drop Ship Only, and Special Order Only Item Type products.
    • Number When Invoiced: Valid for Non-inventoried, Inventoried, Drop Ship Only, and Special Order Only Item Type products.
    • (Blank): You can leave the Control Type blank for Labor, Other Charge, and Shipping Item Type products.
    See Product Control Type for definitions. If not mapped, the default Control Type for new products will be used.
    Cost Method List Must match an enabled Cost Method. If not mapped, the default Cost Method for new products will be used.
    Description Text / 4095 Characters The full description of the product.
    Discontinue Yes / No "Yes" will mark the product as discontinued.
    External Document Text This field can be used to store a URL, local file path or network file path.
    Height numeric The height for a single stocking unit of the product.
    Inner Pack Qty numeric The quantity of stocking units that occupy the inner packaging when shipping.
    Item Type List Required. Must match one of the following options:
    • Non-Inventoried: Used to track the usage of tangible products, but costs and on hand quantities will not be tracked.
    • Inventoried: Acctivate will track costs and quantities for the product. You can drop ship or special or an Inventoried item if licensed for Advanced Purchasing.
    • Drop Ship Only: Drop Ship Only products can only be drop shipped, you cannot inventory them.
    • Special Order Only: Special Order Only products can only be special ordered, you cannot inventory them.
    • Labor: Used to record labor / service on non-posting and posting sales and purchasing transactions.
    • Other Charge: Used to record charges on non-posting and posting sales and purchase transactions. For example, a Restocking Fee.
    • Shipping: Used for shipping charges.
    Keywords Text / 80 Characters A searchable text field for recording keywords related to the product.
    Length numeric The length for a single stocking unit of the product.
    New Product ID (for changing ID) Text / 42 Characters You can use this field to update a Product ID. Map the current Product ID to the Product ID field and map the new product ID to this field.
    Not for Resale Yes / No If "Yes" the product will be marked as "Not for Resale".
    Outer Pack Qty numeric The quantity of inner packaging that occupy the outermost packaging when shipping.
    Package Unit Text / 5 Characters This is the unit used by the Packaging Manager when using the Package Shipment function. Must match an existing unit. See Unit of Measure configuration.
    Pop up Note Yes / No If set to "Yes", the Product Note field will popup when this product is added to a sales order. When set to "No", the Product Note will not popup, but will be saved in the Product window.
    Pop up Note (PO) Yes / No If set to "Yes", the Product Note (PO) field will popup when this product is added to a purchase order. When set to "No", the Product Note (PO) will not popup, but will be saved in the Product window.
    Preferred Vendor Name Text / 41 Characters Must match a vendor in QuickBooks. If mapped, this vendor will be added as the product's preferred vendor. See the Product Supplier section for more options.
    Price Category Text / 25 Characters The product's Price Category. If the mapped Price Category does not exist it will be created.
    Product Class List Required. Must match an existing Product Class. Product Classes are defined in the Inventory section of the Configuration Manager.
    Product ID Text / 42 Characters Required. This is the unique name for a product.
    Product Note Text The text entered into this field will "pop up" in a separate window when this product is added onto a sales order and the Pop up Note field is mapped to "Yes".
    Product Note (PO) The text entered into this field will "pop up" in a separate window when this product is added onto a purchase order and the "Popup" checkbox below it is checked.
    Product Picture Filepath Text The path, including file name, of the image to be imported into the product. For example, C:\Users\Public\Documents\Product.jpg
    Product Type List Required. Must match an existing Product Type. Product Types are defined in the Inventory section of the Configuration Manager.
    Purchase Unit List This is the default unit used for non-posting purchasing transactions (Purchase Orders). Must match an existing unit. See Unit of Measure configuration.
    Sales Category List Must match an existing Sales Categories.
    Sales Tax Code List The tax code for the product. Must match an existing Tax Code.
    Sales Unit List This is the default unit used for non-posting sales transactions (Quotes, Sales Orders, Service Orders, Credit Memos). Must match an existing unit. See Unit of Measure configuration.
    Size Text / 25 Characters A searchable text field for recording product size.
    Technical Specifications Text A text field for recording the product's specifications.
    Unit List The unit in which the inventory is stocked. The products on hand quantities and unit costs are in this unit. Must match an existing unit.
    UPC Code Text / 159 Characters This is the primary UPC associated with this product.
    Variable Height Yes / No When "Yes" it indicates the height is variable.
    Variable Length Yes / No If "Yes", the length field on a sales order can be manually changed.
    Variable Volume Yes / No When "Yes" it indicates the volume is variable.
    Variable Width Yes / No When "Yes" it indicates the width is variable.
    Volume numeric The volume for a single stocking unit of the product.
    Weight numeric The weight for a single stocking unit in either Lbs or Kgs (based on Dimension Metrics in the Inventory Options section of the Configuration Manager).
    Width numeric The width for a single stocking unit of the product.

    Product Price
    This section is used to import the product's List Price. For more pricing import options, see the Product Prices import.

    Field Field Type/ Length Description
    List Price Numeric The price or percentage to be used to calculate the List Price. Depends on the price List Price Type.
    List Price Type List The List Price Type is the type of calculation used for the List Price. The imported value must match one of the following:
    • Price: When selected, the number in the Price field is the price that will be used for the List Price.
    • Mgmt Cost + Percent: When selected, the number in the Price field is the percentage that will be added to the Mgmt Cost in order to come up with a List Price. Mgmt Cost is defined per warehouse.
    • Mgmt Cost + Amount: When selected, the number in the Price field is the dollar amount that will be added to the Mgmt Cost in order to come up with a List Price. Mgmt Cost is defined per warehouse.
    • Last Cost + Percent: When selected, the number in the Price field is the percentage that will be added to the Last Cost in order to come up with a List Price. Last Cost is tracked per warehouse.
    • Last Cost + Amount: When selected, the number in the Price field is the dollar amount that will be added to the Last Cost in order to come up with a List Price. Last Cost is tracked per warehouse
    • Average Cost + Percent: When selected, the number in the Price field is the percentage that will be added to the Average Cost in order to come up with a List Price. Average Cost is tracked per warehouse.
    • Average Cost + Amount: When selected, the number in the Price field is the dollar amount that will be added to the Average Cost in order to come up with a List Price. Average Cost is tracked per warehouse.
    List Price Unit Text / 5 Characters The List Price's unit. Must match an existing unit and must be a unit that is valid for the product.

    Product Supplier
    This section is used to import vendors for the product. The Vendor Name must be mapped if any other fields in this section are mapped.

    Field Field Type/ Length Description
    Last Price Numeric The price used on the last issued purchase order. If no vendor price is defined, Acctivate will use this price for new PO's.
    Lead Time Numeric The vendor lead time in days.
    Note Text A note specific to the vendor. When this product is added to a purchase order for this vendor, this note will appear in a pop-up window.
    Preferred Yes/No When "Yes", the vendor is the preferred vendor for this product. Only one vendor can be defined as the preferred vendor. When this is set to Yes and a Vendor Name is mapped, this combination will supersede the Preferred Vendor Name mapping in the Product section.
    Price Numeric The purchase price for this product for this vendor.
    Price Unit List The unit for the purchase price. Must match an existing unit.
    Vendor Name Text / 41 Characters Required if any fields in this section are mapped. The name of the vendor.
    Vendor Product ID Text / 25 Characters The Vendor Product ID is product identifier used by the vendor.

    Product Warehouse Records
    This section is used to import warehouse information for the product. The Warehehouse must be mapped if any other fields in this section are mapped.

    Field Field Type/ Length Description
    Last Cost Numeric The Last Cost shows the cost of the last transaction that added inventory. Used as a reference and can be used in sales pricing formulas.
    Last Count Date Date Used as a reference. The date of the last inventory count performed.
    Location (Primary) Text / 80 Characters Primary location for this product, in this warehouse.
    Management Cost Numeric The Management Cost is defined per warehouse can be used in sales pricing formulas and as a default purchase order price. Otherwise, it is not used in any inventory calculations.
    Max Stk Qty Numeric The Maximum Stock Quantity is used in the Suggested Reorder Quantity formula.
    Min Ord Qty Numeric The Minimum Order Quantity is a user defined quantity that is used in the Suggested Reorder Quantity formula. The formula will return a reorder quantity that is at least equal to or greater than the Minimum Order Quantity.
    Min Stk Qty Numeric The Minimum Stock Quantity is used in the Suggested Reorder Quantity formula.
    Primary Location Stocking Level Numeric The stocking level of the Primary Location. If this is mapped then you must also map the Location (Primary) field.
    Reserved Qty Numeric The Reserved quantity is a user defined quantity that is removed from the Available quantity. Typically used to reserve a quantity of the product for internal use.
    Standard Cost Numeric Can only be mapped for product which use the Standard cost method.
    Warehouse Text / 50 Characters Required if:
    • Any fields in this section are mapped, whether creating a new product or updating an existing product
    • or
    • A new inventoried or special order product is being created
    The warehouse the product is stocked in. The warehouse name or description can be used in the import file.
    Warehouse Note Text Text field for storing a warehouse specific note

    Options Tab
    An import template contains options for how duplicate and missing data are handled. A new import template will default to the recommended options.

    Option Name Description
    Duplicate Handling
    • Keep existing data and discard import data: This will block the user from updating existing records, you will only be able to create new records using the import.
    • Replace existing data with import data, ignoring blank fields: The second option is set as the default selection. With this option, if your import file contains records that already exist in Acctivate (based on the unique combinations of the key fields Product ID, Warehouse, or Vendor Name), any Acctivate field that is mapped to source file fields containing data will be updated; blank source file fields will be ignored.
    • Replace existing data with import data, including blank fields: With this option, if your import file contains records that already exist in Acctivate (based on the unique combinations of the key fields Product ID, Warehouse, or Vendor Name), any Acctivate field that is mapped to source file fields will be updated. Acctivate fields mapped to blank source file fields will be updated to be blank.
    Missing Record Handling
    • Discard data if matching record is not found in database: If selected, Acctivate records that match the source file records (based on the unique combinations of the key fields Product ID, Warehouse, or Vendor Name) will be updated. Source records that don't match an existing Acctivate record will be ignored.
    • Create new record from import data: This option is the default selection. If selected, Acctivate records that match the source file records (based on the unique combinations of the key fields Product ID, Warehouse, or Vendor Name) will be updated. Source records that don't match an existing Acctivate record will be created as new records.
    Create warehouse records If set to "No" (recommended) you will receive an import error for any rows that have a warehouse which is not setup in Acctivate. If set to "Yes", Acctivate will create a new warehouse if a matching warehouse is not found.
    One vendor prod id per vendor When set to "Yes", the Acctivate import will not create multiple instances of the same vendor for a single product. If the vendor/product combination already exists, it will be updated; if it doesn't exist then it will be created. When set to "No", an Acctivate product can have multiple instances of the vendor as long as each instance has a unique Vendor Product ID. The option default is set to the recommended value of Yes.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.

    Product Alt IDs

    The Product Alt ID import is used to import in or update alternate product ID's for your products.

    Product Alt ID

    Field Field Type/ Length Description
    Alt Product ID Text / 159 Characters Required. The Alternate Product ID you want to associate to your product.
    Assigned by (Webstore ID) Text Enter the Acctivate web store template ID if this alternate product ID is only valid for orders imported through that web store template. If mapped, you must also map the Type as "Web".
    Description Text / 4095 Characters The description for the Alternate Product ID.
    Note Text For use in reports, not visible in Acctivate.
    Primary Yes / No There can be one primary of each alternate Type. The only valid options are "Yes" or "No". If left blank, the imported record will not be marked as the primary.
    Product ID Text / 41 Characters Required. The Acctivate Product ID.
    Type Text Must be one of the following:
    • Alt: Used for alternates that are not a UPC
    • UPC: Use if the Alternate is a UPC, GTIN, etc.
    • Web: If the alternate ID is specific to a web store, use this value and also map the Assigned by (Webstore ID) field.

    Options Tab
    An import template contains options for how duplicate and missing data are handled. A new import template will default to the recommended options.

    Option Name Description
    Duplicate Handling
    • Keep existing data and discard import data: This will block the user from updating existing records, you will only be able to create new records using the import.
    • Replace existing data with import data, ignoring blank fields: The second option is set as the default selection. With this option, if your import file contains records that already exist in Acctivate (based on the unique combinations of the key fields Alt Product ID and Product ID), any Acctivate field that is mapped to source file fields containing data will be updated; blank source file fields will be ignored.
    • Replace existing data with import data, including blank fields: With this option, if your import file contains records that already exist in Acctivate (based on the unique combinations of the key fields Alt Product ID and Product ID), any Acctivate field that is mapped to source file fields will be updated. Acctivate fields mapped to blank source file fields will be updated to be blank.
    Missing Record Handling
    • Discard data if matching record is not found in database: If selected, Acctivate records that match the source file records (based on the unique combinations of the key fields Alt Product ID and Product ID) will be updated. Source records that don't match an existing Acctivate record will be ignored.
    • Create new record from import data: This option is the default selection. If selected, Acctivate records that match the source file records (based on the unique combinations of the key fields Alt Product ID and Product ID) will be updated. Source records that don't match an existing Acctivate record will be created as new records.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.

    Product Classes

    The Product Class import is used to import in or update Product Classes. If your sales and COGS accounts are mapped to Product Classes, you will have the ability to map the COGS and Sales Account when importing in Product Classes.

    Product Class

    Field Field Type/ Length Description
    Active Yes / No If set to "No", the Product Class will made inactive. If not supplied, the Product Class will be created as an active Product Class.
    Class Name Text / 15 Characters If Class tracking is enabled in QuickBooks and Product Classes are linked to Classes at the Invoice Detail level, you will have the option to map this field, otherwise it will not show. Must match an existing QuickBooks Class.
    COGS Account Text Only available if the Sales/COGS accounts are linked to Product Classes. The GL account name that should be used as the COGS account for this Product Class.
    Description Text / 50 Characters The description for the Product Class.
    Product Class ID Text / 8 Characters Required. The unique Product Class ID.
    Sales Account Text Only available if the Sales/COGS accounts are linked to Product Classes. The GL account name that should be used as the sales account for this Product Class.

    Options Tab
    An import template contains options for how duplicate and missing data are handled. A new import template will default to the recommended options.

    Option Name Description
    Duplicate Handling
    • Keep existing data and discard import data: This will block the user from updating existing records, you will only be able to create new records using the import.
    • Replace existing data with import data, ignoring blank fields: The second option is set as the default selection. With this option, if your import file contains Product Class records already exist in Acctivate, any Acctivate field that is mapped to source file fields containing data will be updated; blank source file fields will be ignored.
    • Replace existing data with import data, including blank fields: With this option, if your import file contains Product Class records that already exist in Acctivate, any Acctivate field that is mapped to source file fields will be updated. Acctivate fields mapped to blank source file fields will be updated to be blank.
    Missing Record Handling
    • Discard data if matching record is not found in database: If selected, Acctivate records that match the source file's Product Class records will be updated. Source records that don't match an existing Acctivate record will be ignored.
    • Create new record from import data: This option is the default selection. If selected, Acctivate records that match the source file's Product Class record will be updated. Source records that don't match an existing Acctivate record will be created as new records.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.

    Product Components

    The Product Components import is used to import a bill of materials for assembly, assortment, or kit products.

    Product Component

    Field Field Type/ Length Description
    Component Product ID Text / 41 Characters Required. The Product ID of the component. Must match an existing Acctivate Product ID.
    Component Warehouse Text The warehouse the assembly component should be removed from. Kit components come from the warehouse assigned to the kit on the sales order. Must match an existing warehouse ID or description.
    Cost Numeric Not used.
    Note Text A user defined note specific to the component.
    Product ID Text / 42 Characters Required. The Product ID of the parent assembly or kit product. Must match an existing Acctivate Product ID.
    Quantity Number The quantity of this component that is required to make one stocking unit of the assembly or kit product.
    Sequence Numeric The sequence in which the components should be ordered once imported in.
    Variable Quantity Yes/ No If the Bill of Materials is set to Assembly (Custom), Assembly (Process), or Kit (Custom), the components can be marked as Variable by importing in "Yes".

    Options Tab
    An import template contains options for how duplicate and missing data are handled. A new import template will default to the recommended options.

    Option Name Description
    Duplicate Handling
    • Keep existing data and discard import data: This will block the user from updating existing records, you will only be able to create new records using the import.
    • Replace existing data with import data, ignoring blank fields: The second option is set as the default selection. With this option, if your import file contains records that already exist in Acctivate (based on the key fields: Product ID and Component Product ID), any Acctivate field that is mapped to source file fields containing data will be updated; blank source file fields will be ignored.
    • Replace existing data with import data, including blank fields: With this option, if your import file contains records that already exist in Acctivate (based on the key fields: Product ID and Component Product ID), any Acctivate field that is mapped to source file fields will be updated. Acctivate fields mapped to blank source file fields will be updated to be blank.
    Missing Record Handling
    • Discard data if matching record is not found in database: If selected, Acctivate records that match the source file records (based on the key fields: Product ID and Component Product ID) will be updated. Source records that don't match an existing Acctivate record will be ignored.
    • Create new record from import data: This option is the default selection. If selected, Acctivate records that match the source file records (based on the key fields: Product ID and Component Product ID) will be updated. Source records that don't match an existing Acctivate record will be created as new records.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.

    Product Prices

    The Product Prices import is used to create new price records.

    Product Price

    Field Field Type/ Length Description
    Contract ID List The contract which the price rule applies to. If this is mapped, you must also map the Customer ID.
    Customer ID Text / 41 Characters The customer which the price rule applies. Only required if importing customer specific pricing or if the Contract ID field is mapped.
    Effective Date Date The Effective date is the earliest date in which this price code will be eligible for use.
    Expiration Date The Expiration date is the latest date in which this price code will be eligible for use.
    High Quantity Numeric If a customer is eligible for this price code, this price code will be automatically assigned as long as the ordered quantity is greater than the Low Qty and does not exceed this High Qty. If the High Qty is blank then it's interpreted as no max quantity.
    Low Quantity Numeric If a customer is eligible for this price code, this price code will only be automatically set once the ordered quantity is at least this quantity (based on the Price Unit).
    Note Text An internal note explaining the price code.
    Price Numeric Depending on the selected price Type, this will represent the price or the amount or percentage to be used in a price calculation.
    Price Code Text / 50 Characters The price code (including List Price) which the price applies to.
    Price Type List Required. The price Type is the type of calculation used for the price code's price:
    • Price: When selected, the number mapped to the Price field is the price that will be used for the price.
    • List Price - Percent: When selected, the number mapped to the Price field is the percentage that will be subtracted from the List Price in order to come up with the price.
    • List Price - Amount: When selected, the number the number mapped to the Price field is the dollar amount that will be subtracted from the List Price in order to come up with the price.
    • Mgmt Cost + Percent: When selected, the number mapped to the Price field is the percentage that will be added to the Mgmt Cost in order to come up with the price. Mgmt Cost is defined per warehouse
    • Mgmt Cost + Amount: When selected, the number mapped to the Price field is the dollar amount that will be added to the Mgmt Cost in order to come up with the price. Mgmt Cost is defined per warehouse
    • Last Cost + Percent: When selected, the number mapped to the Price field is the percentage that will be added to the Last Cost in order to come up with the price. Last Cost is tracked per warehouse
    • Last Cost + Amount: When selected, the number mapped to the Price field is the dollar amount that will be added to the Last Cost in order to come up with the price. Last Cost is tracked per warehouse
    • Average Cost + Percent: When selected, the number mapped to the Price field is the percentage that will be added to the Average Cost in order to come up with the price. Average Cost is tracked per warehouse
    • Average Cost + Amount: When selected, the number mapped to the Price field is the dollar amount that will be added to the Average Cost in order to come up with the price. Average Cost is tracked per warehouse
    Price Unit List The price unit associated with the price. Required for all Price Types except List Price - Percent and List Price + Amount. When those price types are used, the list price unit is used.
    Product ID Text / 41 Characters Required. The Product ID the price rule applies to.

    Options Tab
    An import template contains options for how duplicate and missing data are handled. A new import template will default to the recommended options.

    Option Name Description
    Duplicate Handling
    • Keep existing data and discard import data: This will block the user from updating existing records, you will only be able to create new records using the import.
    • Replace existing data with import data, ignoring blank fields: The second option is set as the default selection. With this option, if your import file contains records that already exist in Acctivate (based on the key fields: Product ID, Price Code, Price Type, Price Unit, and Low and High Quantity), any Acctivate field that is mapped to source file fields containing data will be updated; blank source file fields will be ignored.
    • Replace existing data with import data, including blank fields: With this option, if your import file contains records that already exist in Acctivate (based on the key fields: Product ID, Price Code, Price Type, Price Unit, and Low and High Quantit), any Acctivate field that is mapped to source file fields will be updated. Acctivate fields mapped to blank source file fields will be updated to be blank.
    Missing Record Handling
    • Discard data if matching record is not found in database: If selected, Acctivate records that match the source file records (based on the key fields: Product ID, Price Code, Price Type, Price Unit, and Low and High Quantit) will be updated. Source records that don't match an existing Acctivate record will be ignored.
    • Create new record from import data: This option is the default selection. If selected, Acctivate records that match the source file records (based on the key fields: Product ID, Price Code, Price Type, Price Unit, and Low and High Quantit) will be updated. Source records that don't match an existing Acctivate record will be created as new records.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.

    Product Types

    The Product Types import is used to create or update Product Types.

    Product Price

    Field Field Type/ Length Description
    Active Yes / No If set to "No", the Product Type will made inactive. If not supplied, the Product Type will be created as an active Product Type.
    Description Text / 50 Characters The description for the Product Type.
    Product Type Text / 8 Characters Required. The unique Product Type.

    Options Tab
    An import template contains options for how duplicate and missing data are handled. A new import template will default to the recommended options.

    Option Name Description
    Duplicate Handling
    • Keep existing data and discard import data: This will block the user from updating existing records, you will only be able to create new records using the import.
    • Replace existing data with import data, ignoring blank fields: The second option is set as the default selection. With this option, if your import file contains Product Type records already exist in Acctivate, any Acctivate field that is mapped to source file fields containing data will be updated; blank source file fields will be ignored.
    • Replace existing data with import data, including blank fields: With this option, if your import file contains Product Type records that already exist in Acctivate, any Acctivate field that is mapped to source file fields will be updated. Acctivate fields mapped to blank source file fields will be updated to be blank.
    Missing Record Handling
    • Discard data if matching record is not found in database: If selected, Acctivate records that match the source file's Product Type records will be updated. Source records that don't match an existing Acctivate record will be ignored.
    • Create new record from import data: This option is the default selection. If selected, Acctivate records that match the source file's Product Type record will be updated. Source records that don't match an existing Acctivate record will be created as new records.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.

    Receipts

    The Inventory Receipts import is used to create inventory receipt transactions. The import template contains an option to automatically post a receipt once it has been imported.

    Detail
    This section is used to import the details for the Inventory Transaction.

    Field Field Type/ Length Description
    Amount Numeric The total amount of the inventory to be received. If mapped, the Unit Cost does not need to be mapped. If the PO Number and PO Line is mapped, the purchase price from the PO will be used to calculate the Amount.
    Description Text / 4095 Characters The description of the product received.
    Location Text / 80 Characters The warehouse Location the product will be stocked in. If not mapped, the product's primary stocking location will be used. If the multiple location module is not enabled, this location will only be used as a reference.
    Lot / Serial # Text / 40 Characters If the product is a lot or serial number controlled product, you will be required to enter in the lot/serial number for the quantity received.
    Lot / Serial Exp Date Date The expiration date for the lot or serial number.
    Lot / Serial Reference Text / 50 Characters The lot/serial number Reference field allows storing reference information specific to the lot or serial Number received.
    Lot / Serial Specification Text The lot or serial number Specification field allows storing lengthy specification information specific to the lot or serial number received.
    PO Line Number Numeric It is recommended you map this field if the PO Number field is mapped in the Transaction section.
    Product ID Text / 41 Characters Required. The Product ID of the inventoried product you are receiving. If the PO Number field is mapped, only products that are on the purchase order can be imported.
    Quantity Numeric The quantity being received. If the PO Number and PO Line Number fields are mapped, the quantity will default to the Outstanding quantity from the Purchase Order.
    Unit Text / 5 The unit of measure corresponding to the received quantity. If mapped, it must match an existing unit that is valid for the product. If not mapped, but the PO Number and PO Line Number are mapped, this will default to the unit on the purchase order. Otherwise, if left unmapped, it will default to the product's stocking unit.
    Unit Cost Numeric The unit cost in relation to the quantity and unit received. If mapped, the Amount field does not need to be mapped. If the PO Number and PO Line is mapped, the purchase price from the PO will be used.
    Vendor Product ID Text / 25 Characters The Vendor Product ID can be mapped here for reference purposes only.

    Session
    This section is used to import the Session information for the Inventory Receipt.

    Field Field Type/ Length Description
    Session Date Date The date in which the transaction will be added into inventory. If left unmapped it will default to the system Transaction Date.
    Session ID Numeric If left unmapped, Acctivate will automatically assign the next available inventory session number. If mapped, the session number must be unique and not previously used.

    Transaction
    This section is used to import the Transaction for the Inventory Session.

    Field Field Type/ Length Description
    Description Text / 50 Characters A reference field for this receipt.
    Document Date Date A reference date field. This could be the date of the document (e.g., BOL, Pack List) that was included in the shipment for reference. This date has no impact on inventory.
    Exchange Rate Numeric This is the exchange rate of the transaction. This is only used when importing a receipt for a Purchase Order for a foreign currency vendor. If left blank, the current exchange rate will be used.
    PO Number Text / 40 Characters Used to import a receipt for a specific purchase order.
    Receiving Document Text / 15 Characters A reference field to record a related document (e.g., BOL or Pack List).
    Reference Text / 20 Characters A reference field to record information related to this inventory receipt.
    Tax Included
    Transaction ID Numeric An inventory receipt session can be made up of multiple transactions. The first transaction should start with 1, each subsequent transaction should increment by one, e.g., 2, 3, 4, etc.
    Vendor Text The vendor the inventory is received from. Must match an existing vendor in Acctivate.
    Warehouse Text / 50 Characters The ID or description of the warehouse to be used for the import. If left blank, the first alphanumeric warehouse ID will be used.

    Options Tab
    An import template contain an options to post the transaction once imported.

    Option Name Description
    Duplicate Handling Not used in this import template. Only new sessions may be created.
    Missing Record Handling Not used in this import template. Only new sessions may be created.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.
    Post transactions
    • Yes: When set to "Yes", the transaction will post once it's successfully imported if all the required fields have been supplied. The requirements to import can be different than the requirements to post. For example, you can import in a receipt of lot numbered products without the lot numbers. The session will be created, but it will not be able to post until you enter the lot numbers.
    • No: When set to "No", the transaction will be created but not posted.

    Balance Adjustments

    The Balance Adjustment import is used to create inventory balance adjustment transactions. The import template contains an option to automatically post a receipt once it has been imported.

    Note

    Products that are lot or serial numbered but not Actual cost cannot have their quantity changed using a Balance Adjustment since there isn't a way to specify which lot/serial numbers should be removed or added.

    For products configured this way, the Balance Adjustment is only used to alter the value for the entire warehouse and the quantity or lot number fields should either not be mapped or, if they are mapped, should not contain any values. Only the unit cost or value can be changed for these types of products.

    Detail
    This section is used to import the details for the Inventory Transaction.

    Field Field Type/ Length Description
    Amount Numeric The total amount of the inventory on hand. If mapped, the Unit Cost does not need to be mapped. If unmapped, the Amount as of the session date will be used.
    Description Text / 4095 Characters The description of the product being adjusted.
    Lot / Serial # Text / 40 Characters If the product is a lot or serial number controlled product and using the Actual cost method, you will be required to enter in the lot/serial number for the quantity on hand.
    Product ID Text / 41 Characters Required. The Product ID of the inventoried product you are adjusting.
    Quantity Numeric The total quantity on hand for the warehouse (or lot/serial number if the product is a lot/serial product using Actual cost).

    If the product is lot/serial numbered and uses a cost method other than Actual cost, the quantity and lot/serial number fields cannot contain values or should be left unmapped. Only the unit cost or value can be altered for products configured this way.
    Unit Text / 5 The stocking unit of measure.
    Unit Cost Numeric The unit cost in relation to the quantity and stocking unit. If mapped, the Amount field does not need to be mapped.

    Session
    This section is used to import the Session information for the Balance Adjustment.

    Field Field Type/ Length Description
    Session Date Date The date in which the Balance Adjustment transaction will take place. If left unmapped it will default to the system Transaction Date.
    Session ID Numeric If left unmapped, Acctivate will automatically assign the next available inventory session number. If mapped, the session number must be unique and not previously used.

    Transaction
    This section is used to import the Transaction for the Inventory Session.

    Field Field Type/ Length Description
    Description Text / 50 Characters A reference field for this balance adjustment.
    Document Date Date A reference date field. This date has no impact on inventory.
    Exchange Rate Numeric Not used.
    Receiving Document Text / 15 Characters A reference field to record a related document.
    Reference Text / 20 Characters A reference field to record information related to this balance adjustment.
    Tax Included Not used.
    Transaction ID Numeric A balance adjustment session can be made up of multiple transactions. The first transaction should start with 1, each subsequent transaction should increment by one, e.g., 2, 3, 4, etc.
    Warehouse Text / 50 Characters The ID or description of the warehouse to be used for the import. If left blank, the first alphanumeric warehouse ID will be used.

    Options Tab
    An import template contain an options to post the transaction once imported.

    Option Name Description
    Duplicate Handling Not used in this import template. Only new sessions may be created.
    Missing Record Handling Not used in this import template. Only new sessions may be created.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.
    Post transactions
    • Yes: When set to "Yes", the transaction will post once it's successfully imported if all the required fields have been supplied. The requirements to import and to post are not the same. For example, you can import in a receipt of lot numbered products without the lot numbers. The session will be created, but it will not be able to post until you enter the lot numbers.
    • No: When set to "No", the transaction will be created but not posted.

    Lot/Serial Numbers

    The Lot Serial Numbers import can be used to import in Lot or Serial numbers. The import creates and posts an Inventory Receipt transaction with the current date. This import will also create warehouses if the warehouse in the source file does not already exist. Typically used by the Acctivate Onboarding team; it's recommended that the Inventory Receipts import is used to create lot/serial numbers.

    Lot/Serial Numbers The information below will be used to create and post a receipt session with the minimal amount of information necessary. Using the Inventory Receipt import will allow you to map more information at the header level.

    Field Field Type/ Length Description
    Expiration Date Date The expiration date for the lot or serial number.
    Location Text / 80 Characters The warehouse Location the product will be stocked in. If not mapped, the product's primary stocking location will be used. If the multiple location module is not enabled, this location will only be used as a reference.
    Lot/Serial Number Text / 40 Characters If the product is a lot or serial number controlled product, you will be required to enter in the lot/serial number for the quantity received.
    Product Text / 41 Characters Required. The Product ID of the inventoried product you are receiving. If the PO Number field is mapped, only products that are on the purchase order can be imported.
    Quantity Numeric The quantity being received.
    Reference Text / 50 Characters The lot/serial number Reference field allows storing reference information specific to the lot or serial Number received.
    Specification Text The lot or serial number Specification field allows storing lengthy specification information specific to the lot or serial number received.
    Unit Cost Numeric The unit cost in relation to the quantity and product's stocking unit.
    Warehouse Text / 50 Characters The ID or description of the warehouse to be used for the import. If left blank, the first alphanumeric warehouse ID will be used.

    Options Tab
    An import template contain an options to post the transaction once imported.

    Option Name Description
    Duplicate Handling Not used in this import template. Only new sessions may be created.
    Missing Record Handling Not used in this import template. Only new sessions may be created.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.

    Transfers

    The Inventory Transfer import is used to create inventory transfer transactions. The import template contains an option to automatically post the transfer once it has been imported.

    Detail
    This section is used to import the details for the Inventory Transaction.

    Field Field Type/ Length Description
    Description Text / 4095 Characters The description of the product received.
    From Location Text / 80 Characters The warehouse Location the product will be removed from. If not mapped, the product's primary stocking location for the From Warehouse will be used. Only available as an option if multiple locations are enabled.
    Lot / Serial # Text / 40 Characters If the product is a lot or serial number controlled product, you will be required to enter the lot/serial number to be transferred.
    Product ID Text / 41 Characters Required. The Product ID of the inventoried product you are transferring.
    Quantity Numeric The quantity being transferred.
    To Location Text / 80 Characters The warehouse Location the product will be added to. If not mapped, the product's primary stocking location for the To Warehouse will be used. Only available as an option if multiple locations are enabled.
    Unit Text / 5 The stocking unit of measure.

    Session
    This section is used to import the Session information for the Inventory Transfer.

    Field Field Type/ Length Description
    Session Date Date The date in which the transaction will take affect once posted. If left unmapped it will default to the system Transaction Date.
    Session ID Numeric If left unmapped, Acctivate will automatically assign the next available inventory session number. If mapped, the session number must be unique and not previously used.

    Transaction
    This section is used to import the Transaction for the Inventory Session.

    Field Field Type/ Length Description
    Description Text / 50 Characters A reference field for this transfer.
    Document Date Date A reference date field. This could be the date of the document (e.g., BOL, Pack List) that was included in the shipment for reference. This date has no impact on inventory.
    From Warehouse Text / 50 Characters The ID or description of the warehouse the inventory will be removed from. If left blank, the first alphanumeric warehouse ID will be used.
    Reference Text / 20 Characters A reference field to record information related to this inventory transfer.
    To Warehouse Text / 50 Characters The ID or description of the warehouse the inventory will be added to. If left blank, the first alphanumeric warehouse ID will be used.
    Transaction ID Numeric An inventory transfer session can be made up of multiple transactions. The first transaction should start with 1, each subsequent transaction should increment by one, e.g., 2, 3, 4, etc.
    Transfer Document Text / 15 Characters A reference field to record a related document.

    Options Tab

    Option Name Description
    Duplicate Handling Not used in this import template. Only new sessions may be created.
    Missing Record Handling Not used in this import template. Only new sessions may be created.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.
    Post transactions
    • Yes: When set to "Yes", the transaction will post once it's successfully imported if all the required fields have been supplied. The requirements to import and to post are not the same. For example, you can import in a transfer of lot numbered products without the lot numbers. The session will be created, but it will not be able to post until you enter the lot numbers.
    • No: When set to "No", the transaction will be created but not posted.

    Warehouse Locations

    The Warehouse Locations import is used to create or update locations that can be used in inventory transactions.

    Locations
    This section is used to import location information.

    Field Field Length Description
    Active Yes / No "Yes" will create the location as an Active location.
    Location 80 Characters Required. This is the name of the inventory location.
    New Location 80 Characters The import can be used to update an existing location. To change the name of the location, you must map the current location name to Location and then map the new location name to this field.
    Position 15 Characters The space or position in the warehouse occupied by this location. See the Warehouse Locations Configuration documentation
    Sequence Numeric When creating or updating locations using an import, you can define the sequence with an integer, e.g., 1, 2, 3, etc.
    Warehouse Text / 50 Characters Required. The ID or description of the warehouse to be used for the import.
    Zone 50 Characters Locations can be grouped into Zones which are geographical areas of the warehouse.

    Options Tab
    An import template contains options for how duplicate and missing data are handled. A new import template will default to the recommended options.

    Option Name Description
    Duplicate Handling
    • Keep existing data and discard import data: This will block the user from updating existing records, you will only be able to create new records using the import.
    • Replace existing data with import data, ignoring blank fields: The second option is set as the default selection. With this option, if your import file contains records that already exist in Acctivate (based on the key fields: Location and Warehouse), any Acctivate field that is mapped to source file fields containing data will be updated; blank source file fields will be ignored.
    • Replace existing data with import data, including blank fields: With this option, if your import file contains records that already exist in Acctivate (based on the key fields: Location and Warehouse), any Acctivate field that is mapped to source file fields will be updated. Acctivate fields mapped to blank source file fields will be updated to be blank.
    Missing Record Handling
    • Discard data if matching record is not found in database: If selected, Acctivate records that match the source file records (based on the key fields: Location and Warehouse) will be updated. Source records that don't match an existing Acctivate record will be ignored.
    • Create new record from import data: This option is the default selection. If selected, Acctivate records that match the source file records (based on the key fields: Location and Warehouse) will be updated. Source records that don't match an existing Acctivate record will be created as new records.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.

    Shipping Import

    The Shipment import section contains the Shipment import.

    Shipment

    The Shipment import is used to import shipment information into an existing Acctivate Shipment.

    Package
    This section is used to import the tracking number for a specific Package ID.

    Field Field Type/ Length Description
    Carrier Tracking ID Text / 50 Characters The tracking number from the carrier for the associated Package ID.
    Package ID Text / 50 Characters Required. The Package ID from the Acctivate carton. Must match an existing Package ID; found in the Package Shipments window.

    Shipment
    This section is used to import in shipment reference information for a specific shipment, based on the mapped Package ID.

    Field Field Type/ Length Description
    Carrier Reference Text / 30 Characters The Carrier Reference field allows you to enter the carrier's tracking number for the entire shipment. Often referred to as a PRO number or PRO Tracking number, this number is typically provided for freight shipments.
    Date Shipped Date The date the shipment was marked as shipped.
    Status List The status of the shipment. Must be one of the following values:
    • Created: The default status for new shipments, unless an auto-pack option is enabled (see EDI "PackagingOption" option).
    • Packaged: The shipment status is updated to Packaged when using the Package Shipment button or when auto packed due to EDI partner configuration.
    • Shipped: The shipment status will update to Shipped if shipment software has written shipment information to the Acctivate database.
    • Cancelled: A shipment can be canceled by changing the status to Cancelled.

    Options Tab
    An import template contains options for how duplicate and missing data are handled. A new import template will default to the recommended options.

    Option Name Description
    Duplicate Handling
    • Keep existing data and discard import data: This will block the user from updating existing records, you will only be able to create new records using the import.
    • Replace existing data with import data, ignoring blank fields: The second option is set as the default selection. With this option, if your import file contains records that already exist in Acctivate, based on the key field Package ID, any Acctivate field that is mapped to source file fields containing data will be updated; blank source file fields will be ignored.
    • Replace existing data with import data, including blank fields: With this option, if your import file contains records that already exist in Acctivate based on the key field Package ID, any Acctivate field that is mapped to source file fields will be updated. Acctivate fields mapped to blank source file fields will be updated to be blank.
    Missing Record Handling
    • Discard data if matching record is not found in database: If selected, Acctivate records that match the source file records, based on the key field Package ID, will be updated. Source records that don't match an existing Acctivate record will be ignored.
    • Create new record from import data: This option is the default selection. If selected, Acctivate records that match the source file records, based on the key field Package ID, will be updated. Source records that don't match an existing Acctivate record will be created as new records.
    Skip import validation step
    • When unchecked, data will be validated prior to the import and you will be given the opportunity to correct certain data errors prior to proceeding with the import.
    • When checked, the data validation step will be skipped and the import will immediately prompt for a backup before beginning the import. Any invalid data will be rejected during the import step and you will have an option to export this data to a spreadsheet for reformatting before re-importing.

    Sales Order Import

    The sales order import is used to create sales orders from a text.

    Options Screen The Options screen allows you to define the options for the sales order import. In addition to these template specific options, general sales order import options can be found in the Web Store section of the Configuration Manager.

    Option Name Description
    Create customers from orders
    • Yes: If the customer in the Sales Order does not exist in Acctivate, the customer will be created from this import.
    • No: If the customer in the Sales Order does not exist in Acctivate, no new customer will be created, and the Sales Order will be imported without a customer.
    Create reminders for warnings (Business Alerts)
    • Yes: If warnings are encountered during the import, those warnings will be added as a note on the sales order with a follow up user (the user who imported it). This will show on the Reminders tab of the Business Alerts window.
    • No: No reminders are added to the Business Alerts window.
    Show advanced configuration settings Displays additional options in this screen.
    Skip duplicate orders By default, duplicate orders will be skipped during import. An order is considered a duplicate if a sales order with the same web order number already exists in Acctivate and was created from the same import template.
    Use Windows region settings for numbers
    • Yes: Numbers are converted to the format defined in the importing computer's Windows region settings.
    • No: The number format in the file is used.
    Verbose logging
    • Yes: (Recommended) The log will contain as much detail as possible when logging errors.
    • No: The log contains the standard amount of information.
    Date/Time format Only visible when "Show advanced configuration settings" is enabled. The default is "M'/'d'/'yyyy' 'h':'mm':'ss' 'tt".
    Locale for Date formats Only visible when "Show advanced configuration settings" is enabled. Defaults to the system locale.

    Order Detail
    The Order Detail section is used to map the order lines. Fields which aren't mapped will default to their configured system defaults.

    Field Field Length Description
    Base Price Numeric Product price per stocking unit (before discounts).
    Display Price Numeric Product price per unit displayed on sales order.
    Extended Base Price Numeric The ordered stocking quantity multiplied by the Base Price.
    Extended Display Price Numeric The ordered display quantity multiplied by the Display Price.
    Length Numeric For variable length products, the total length of the order detail line.
    Line Discount Percent Numeric Discount percentage for order detail line.
    Line ID Numeric The line number.
    Line Type Text / 1 Character Line type used (‘P’, ‘C’ etc.) – must match detail line code in Acctivate
    Location Text / 80 Characters The location for the sales order line. The location mapped must be a valid location for the warehouse.
    Parent Line ID Numeric Only map if this line is a component of a custom kit or assortment. Enter the Parent Line ID that this component corresponds to.
    Price Code Text / 3 Characters Price Code used for product. Must match a valid price code for the product.
    Price Unit Text / 5 Characters Unit of measure associated with the product price. Must match a valid unit of measure for the product.
    Price Unit Factor Not used.
    Price Unit Factor Type Not used.
    Product Class ID Text / 8 Characters Product Class ID to be used for the sales order.
    Product Description Text / 4095 Characters Description of product on sales order.
    Product ID Text / 159 Characters Required. The Product ID.
    Quantity Backordered Numeric Difference between Quantity Ordered and Quantity Scheduled.
    Quantity Ordered Numeric Quantity of product ordered
    Quantity Scheduled Numeric Quantity of product scheduled on the sales order. If this and the Quantity Backordered fields are left unmapped, Acctivate will schedule up to the available quantity.
    Reference Text / 30 Characters Reference for product on sales order.
    Special Instructions Text Instructions for product on sales order.
    Tax Code Text / 3 Characters Tax Code used for product on sales order (e.g., Tax/Non).
    Unit Text / 5 Characters Unit of measure used for product on sales order.
    Warehouse Text / 5 Characters Warehouse ID used for product on sales order.
    Weight Numeric For variable weight products, the total weight of the order detail line.

    Order Detail Lot/Serial
    The Order Detail section is used to map a single lot/serial record per row for a lot or serial controlled product. Lot/serial numbers are not required during the sales order import; lot/serial numbers can be assigned in Acctivate later.

    Field Field Length Description
    Expiration Date Date DD/MM/YYYY The expiration date of the lot/serial number.
    Location Text / 80 Characters The location that the lot/serial number should be removed from. Requires location tracking enabled.
    Lot/Serial Text / 40 Characters The lot or serial number being imported in. The lot/serial number must exist in Acctivate.
    Quantity Numeric The quantity of this lot/serial number. If a lot/serial number is mapped then this should be mapped as well.
    Reference Text / 50 Characters The lot/serial number's reference.
    Specification Text The lot/serial number's specification.
    Weight Numeric The weight of the lot/serial number. Only used if the product is configured as a catch-weight product.

    Order Header
    The Order Header is used to map the sales order header information. Fields which aren't mapped will default to their configured system defaults. Some fields are used in the customer creation if the Create customers from orders option is enabled.

    Field Field Length Description
    Alternate Customer ID Text / 30 Alternate Customer ID used in the customer window – used when creating new customers from the import.
    Amount Paid Numeric Total payment amount related to the order.
    Branch ID Text / 15 Characters Branch used for the order.
    Carrier Text / 25 Characters Carrier used (UPS, FedEx, USPS etc.)for shipping. Must match the Carrier setup in Configuration Manager.
    Carrier Service Text / 25 Characters Carrier Service used (Ground, Next Day, First Class etc.)for shipping –must match the Carrier Service setup in Configuration Manager.
    CC / Check Number Text / 65 Characters Credit Card or Check number used for payment. Credit Card or Check number selected based on the defined Method of Payment, as setup in Configuration Manager.
    CC Address Text / 41 Characters Credit Card address used for payment.
    CC Expiration Date Date MM/YY Expiration Date used on the credit card used for payment.
    CC Expiration Month Date MM Only used if splitting the credit card expiration into separate fields for Month and Year.
    CC Expiration Year Date YYYY Only used if splitting the credit card expiration into separate fields for Month and Year.
    CC Name Text / 41 Characters Name on credit card used for payment.
    CC Zip Text / 18 Characters Billing Zip Code on credit card used for payment.
    Comment Text / 101 Characters Comment on sales order.
    Company Email Text / 99 Characters Email field used on the Phone tab of the Customer window. Used when creating new customers from the import.
    Contact Email Address Text / 99 Characters Contact Email address used on the Contacts tab of the customer window (for new customers), and the Contact used on the order.
    Contact Fax Text / 50 Characters Contact Fax number used on the Contacts tab of the customer window (for new customers), and the contact used on the order.
    Contact First Name Text / 50 Characters Only used if splitting the Contact Name into separate fields for First and Last nam.
    Contact Full Name Text / 50 Characters Full Name (First and Last) of Contact used on the sales order.
    Contact Last Name Text / 50 Characters Only used if splitting the Contact Name into separate fields for First and Last name.
    Contact Phone Number Text / 50 Characters Phone Number related to Contact used on order.
    Contract ID Text / 25 Characters Contract ID used on order.
    Customer Account Number Text / 99 Characters Account No field on the Credit tab of the customer window. Used when creating new customers from the import.
    Customer ID Text / 41 Characters Customer ID for existing customers or desired Customer ID for new customers.
    Deleted Yes / No If set to Yes, indicates that Order is Voided, Canceled or Deleted.
    Don’t Ship After Date Date DD/MM/YYYY Specifies the Don’t Ship After date on the sales order.
    Don’t Ship Before Date Date DD/MM/YYYY Specifies the Don’t Ship Before date on the sales order.
    Entered By Text / 5 Characters Acctivate User ID of the user entering the order. Must match an existing User ID.
    Exchange Rate Numeric Used if order uses foreign currency.
    FOB Text / 25 Characters FOB used on Shipping tab of sales order and FOB field on Ship To tab of the Customer window if creating a new customer.
    Invoice Discount Amount Numeric Total discount amount applied to the Invoice.
    Invoice Discount Percent Numeric Total discount percentage applied to the Invoice.
    Job Number Text / 20 Characters Job field on Additional Info tab of the sales order.
    Location ID Text / 41 Characters Customer Ship To Location ID used on the sales order. Must match Location ID set on Ship to tab to the customer window, if importing order for an existing customer.
    Marketing Code Text / 15 Characters Mktg Code on Customer tab of the sales order. Must match Marketing List Description in Configuration Manager.
    Method Of Payment Text / 31 Characters Must match Payment Method in Configuration Manager – selection will determine if payment type is Credit Card or non-Credit Card.
    Order Date Date DD/MM/YYYY Order Date used for sales order.
    Order Number Text / 40 Characters Acctivate Sales Order number.
    Order Status Text / 1 Characters Order Status used on imported order. Must match an existing Acctivate Order Status code.
    • Quote
    • Booked
    • Scheduled
    • Canceled
    • Backordered
    • Rejected
    Order Type Text / 1 Characters Order Status used on imported order. Must match an existing Acctivate Order Type:
    • Order
    • Credit Memo
    • Quote
    • Booked
    PO Number Text / 20 Characters Purchase Order number associated with imported order.
    Reference Text / 30 Characters Reference on sales order.
    Reference 2 Text / 30 Characters Ref 2 field on Additional Info tab of sales order.
    Requested Ship Date Date DD/MM/YYYY Requested Ship Date on sales order.
    Sales Order Class Text / 31 Characters Additional Info tab of the sales order. Must match Class setup in QuickBooks. Can only be setup if using QuickBooks Class Tracking.
    Sales Tax Numeric Total Sales Tax amount on order.
    Salesperson Text / 5 Characters Salesperson related to sales order. Must match a salesperson ID or name.
    Ship To Address 1 Text / 41 Characters First customer Ship To line.
    Ship To Address 2 Text / 41 Characters Second customer Ship To line.
    Ship To Address 3 Text / 41 Characters Third customer Ship To line.
    Ship To Address 4 Text / 41 Characters Fourth customer Ship To line.
    Ship To Attn Text / 50 Ship To Attention for sales order.
    Ship To City Text / 31 Characters Ship To City on sales order.
    Ship To Country Text / 31 Characters Ship To Country on sales order.
    Ship To Description Text / 30 Characters Description of Ship To Address, not seen on sales order.
    Ship To State Text / 21 Characters Ship To Address State.
    Ship To Zip Text / 13 Characters Ship To Address Zip Code.
    Ship Via Text / 25 Characters Ship Via used on Sales Order. Must match an existing Ship Via.
    Shipment Promised Date Date DD/MM/YYYY Shipment Promised Date on Shipping tab of sales order.
    Shipping Charges Numeric Total Shipping Charges on sales order.
    Shipping Instructions Text Shipping Instructions on sales order.
    Sold To Address 1 Text / 41 Characters First customer Sold To Address line.
    Sold To Address 2 Text / 41 Characters Second customer Sold To line.
    Sold To Address 3 Text / 41 Characters Third customer Sold To line.
    Sold To Address 4 Text / 41 Characters Fourth customer Sold To line.
    Sold To City Text / 31 Characters Sold To City on sales order.
    Sold To Country Text / 31 Characters Sold To Country on sales order.
    Sold To Location ID Not used.
    Sold To Name Text / 41 Characters Name related to Sold To Address.
    Sold To State Text / 21 Characters Sold To Address State.
    Sold To Zip Text / 13 Characters Sold To Address Zip Code.
    Special Instructions Text Special Instructions on sales order.
    Sync as Customer Text / 41 Characters Populates the "Synchronize transactions" field in the Edit Customer window, if creating a new customer from the import.
    Tax Category ID Text / 31 Characters Tax Category used on sales order – must match Tax Category in Configuration Manager.
    Tax Code Text / 3 Characters Defines a Taxable or Non-Taxable sale.
    Terms Code Text / 31 Characters Terms Code used on sales order.
    Total Amount Numeric Total Amount on sales order.
    Warning Message Text Any non-empty string value mapped to this field will generate a warning during import.
    Web Customer ID Text / 40 Characters ID of Customer in the shopping cart.
    Web Order ID Text / 40 Characters Order Number assigned by shopping cart.
    Web Order Number Text / 40 Characters Required. Order Number assigned by shopping cart. Lines with the same web order number will be grouped into a single order.
    Workflow Status Text / 80 Characters Initial Workflow Status used on imported sales order.
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