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13 | Account / Supplier Import Specification

This article covers the Import Specs for Account Import for both Standard and Extended File Layouts. Standard Account Import Specification A AccountNumber Alphanumeric Account number of this Account B CardNumber Alphanumeric Card number of this Account C FirstName Alphanumeric First name of this Account D LastName Alphanumeric Last Name of this Account E Title Alphanumeric Mr, Mrs, Miss etc.

This article covers the Import Specs for Account Import for both Standard and Extended File Layouts. Standard Account Import Specification
 

 

Standard Account Import Specification

 

 

  Note: These fields are only imported for NEW ACCOUNTS. These fields will cause an Account Activity record to be created this is to ensure balancing of the Account Summaries reports 

 

For Example 

1,00001,Bob,Green,,,,,,,1,100,1001  

 

To ignore a line, prefix with a * 

*1,00001,Bob,Green,,,,,,,1,100,1001 will not be imported.

Extended Full Account Import File Layout

  • There is also a larger specification that comprises almost all the possible fields available