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Import Wizard Screen - How To's

Author: support 4 Reference Number: AA-02897 Created: 2022-07-22 14:30 Last Updated: 2025-04-08 11:50 0 Rating/ Voters

Overview

Import Wizard Basic (Common) Procedures

How to import Customer ListOn the Customer List Screen, click on the import button.

  1. On the Customer List Screen, click on the import button.
  2. On the Import Wizard screen, select Import Type: Customer List and browse the file to upload. If the Database Columns are the same with the Header column on the excel file, it will auto mapped. But if you find any fields missing you can click on the drop-down icon to manually map the columns.
  3. Then click Proceed.

How to import Item List

  1. On the Item List Screen, click on the import button.

 

  1. On the Import Wizard screen, select Import Type: Item List and browse the file to upload. If the Database Columns are the same with the Header column on the excel file, it will auto mapped. But if you find any fields missing you can click on the drop-down icon to manually map the columns.

 

  1. Then click Proceed.

How to Update some columns on the Customer List

 Customers - Import Wizard

Customers (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 CustomerNumber (REQUIRED). This is a unique number or code assigned to track Customer records. text 50
 AddressType There are 3 acceptable values: 'Both (Bill To & Ship To)', or 'Bill To', or 'Ship To'. text  50
 IsSubCustomer This is a boolean value. Is the Customer a sub-customer or not? (Acceptable values are 'Yes', 'True' or '1' if affirmative and 'No', 'False' or '0' if negative.)   Yes/No 0
 ParentCustomer  This is the Parent Customer value for Customer. text 50
 Active  This is a boolean value. Is the Customer active or not? (Acceptable values are 'Yes', 'True' or '1' if affirmative and 'No', 'False' or '0' if negative.)   Yes/No 0
 Company  (REQUIRED). This is the Company Name of the Customer. (The value must be unique.) text  150
 Prefix  This is Prefix value for Customer. text  50
 FirstName  This is First Name for Customer. text 50
 LastName  This is Last Name for Customer. text  50
 Title  This is Title value for Customer. text 50
 Street  This is Street value for Customer. text 250
 Suite  This is Suite value for Customer. text  50
 City  This is City value for Customer. text  50
 State  This is State value for Customer. text  50
 ZipCode  This is ZipCode value for Customer. text 50
 Region  This is Region value for Customer. text  50
 Country  This is Country value for Customer. text 50
 Phone  This is Phone value for Customer. text 50
 PhoneExt  This is Phone Ext value for Customer. text 50
 Fax  This is Fax value for Customer. text 50
 CustomerType  This is Customer Type value for Customer. text 50
 CustomerSubType  This is Customer SubType value for Customer. text 50
 Status  This is Status value for Customer. text 50
 CompanyEmail  This is Company Email value for Customer. text  50
 CompanyWebsite  This is Company Website value for Customer. text 100
 AccountRep  This is AccountRep for Customer. text 50
 Salesperson  This is Sales person for Customer. text 50 
 ShippedVia  This is Shipped Via value for Customer. text 50
 Warehouse  This is Warehouse value for Customer. text 50
 DefaultPricing  This is Default Pricing value for Customer. text 150
 DefaultPricingDiscount  This is Default Pricing Discount value for Customer. decimal 0
 DefaultPricingMarkup  This is Markup value for Customer. decimal 0
 DefaultPricingMultiplier  This is Multiplier value for Customer. decimal 0
 DefaultPricingCode  This is Pricing Code value for Customer. text 50
 PaymentTerms  This is Payment Terms value for Customer. text 50
 PaymentMethod  This is Payment Method value for Customer. text 50
 CreditLimit  This is Credit Limit value for Customer. text  50
 CreditDays  This is Credit Days value for Customer. small number 0
 TaxExempt  This is TaxExempt value for Customer. Yes/No 0
 TaxExemptNum  This is Tax ExemptNum value for Customer. text 50
 FedTaxId   text 50
 CreatedDate  This is Created Date value for Customer. date 0
 CreatedBy  This is a value to store who will create a Customer. text 50
 ModifiedDate  This is Modified Date value for Customer. date 0
 ModifiedBy  This is a value to store who will update a Customer. text 50
 QBOSync  This is QBO Sync(boolean) value for Customer. Yes/No 0
 ReceivablesNotes  This is Receivables Notes value for Customer. text 10,000
 InternalNotes  This is Internal Notes value for Customer. text 10,000
 FreightNotes  This is Freight Notes value for Customer. text 10,000
 SICCode  This is SICCode value for Customer. text  255
 LastCampaignDate  This is Last Campaign Date value for Customer.date  0
 LastCampaignMethod  This is Last Campaign Method value for Customer. text 255
 LastCampaignPiece  This is Last Campaign Piece value for Customer. text 255
 NextCampaignMethod  This is Next Campaign Method value for Customer. text 255
 NextCompaignPiece  This is Next Compaign Piece value for Customer.text  255
 LastContactDate  This is Last Contact Date value for Customer. date 0
 LastContacted  This is Last Contacted value for Customer. text 255
 LastContactBy  This is Last ContactBy value for Customer. number  0
 NextContactDate  This is Next Contact Date value for Customer. date 0
 NextContactBy  This is Next ContactBy value for Customer. number 0

Customer Contacts (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 CustomerNumber   text  150
 PrimaryContact  This is a boolean type data. This is used to make a contact to PrimaryContact for Customer. Yes/No  0
 FirstName  This is First name for the contact. text  25
 LastName  This is Last name for the contact. text  25
 ContactType  This is Contact Type for the contact. text  50
 Email  This is Mail address for the contact. text  50
 WorkPhoneDirLine  This is Work Phone Directory Line for the contact. text  50
 PhoneOther  This is Phone Number for the contact. text  50
 WorkFax  This is Fax Number for the contact. text  50
 CellPhone  This is Cell Phone Number for the contact. text  50
 PagerPhone  This is Pager Number for the contact. text  50
 HomePhone  This is Home Number for the contact. text  50
 Birthday  This is Birthday date for the contact. date  0
 ContactNotes  This is Notes for the contact. text  10000

Customer Custom Pricing (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 CustomerID  (REQUIRED). This is Customer number or Customer Company Name for the customer. text  150
 PricingTemplatesID  This is a Pricing Templates Name. text  150
 ItemID  This is a Item Number. text  150
 PricingCategoryID  This is Pricing Category for the Customer Pricing Line Item. text  150
 PriceLevel  This is Price Level for the Customer Pricing Line Item. text  150
 QtyLow  This is Qty Low value for the Customer Pricing Line Item. real  0
 QtyHigh  This is Qty High value for the Customer Pricing Line Item. real  0
 Discount  This is Discount for the Customer Pricing Line Item. decimal  0
 Markup  This is Markup value for the Customer Pricing Line Item. decimal  0
 Multiplier  This is Multiplier value for the Customer Pricing Line Item. decimal  0
 SpecificPrice  This is Specific Price for the Customer Pricing Line Item. decimal  0
 Lock  This is a boolean type data. This is used to Lock for Customer Pricing Line Item. Yes/No  0

Customer Custom Pricing Templates (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 GroupName  (REQUIRED). This is GroupName for the customer. text  50
 Description  This is a Description. text  255
 ItemNumber  This is a Item Number. text  150
 PricingCategoryID  This is Pricing Category for the Customer Pricing Line Item. text  150
 PriceLevel  This is Price Level for the Customer Pricing Line Item. text  255
 QtyLow  This is Qty Low value for the Customer Pricing Line Item. real  0
 QtyHigh  This is Qty High value for the Customer Pricing Line Item. real  0
 Discount  This is Discount for the Customer Pricing Line Item. real  0
 Markup  This is Markup value for the Customer Pricing Line Item. real  0
 Multiplier  This is Multiplier value for the Customer Pricing Line Item. Decimal  0
 SpecificPrice  This is Specific Price for the Customer Pricing Line Item. money  0

Vendors - Import Wizard

Vendors (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 VendorNumber  (REQUIRED). This is a Vendor Number. text  50
 Active  This is Active value(boolean) for Vendor. Yes/No  0
 PoType  This is a Vendor POType. text  50
 VendorAccountNumber  This is Vendor Account Number for the Vendor. text  50
 VendorName  (REQUIRED). This is a Vendor Name. text  50
 Salutation  This is Salutation for Vendor. text  50
 FirstName  This is First Name for Vendor. text  50
 LastName  This is Last Name for Vendor. text  50
 Title  This is Title for vendor. text  50
 Street  This is Street value for Vendor. text  255
 Suite  This is Suite value for Vendor. text  50
 City  This is City value for Vendor. text  50
 State  This is State value for Vendor. text  25
 PostalCode  This is Postal Code value for Vendor. text  75
 Country  This is Country for Vendor. text  50
 Phone  This is Phone Number value for Vendor. text  30
 Fax  This is Fax Number for Vendor. text  30
 PaymentTerms  This is Payment Terms for Vendor. text  150
 CreditLimit  This is Credit Limit for Vendor. money  0
 ProductsServices  This is Products Services for Vendor. text  255
 SICCode  This is SIC Code for Vendor. number  0
 EmailAddressCompany  This is Email Address for Vendor. text  100
 CreatedDate  This is Created Date for Vendor. date  0
 CreatedBy  This is a value to store who will create a Vendor. text  50
 ModifiedDate  This is Modified Date for Vendor. date  0
 ModifiedBy  This is a value to store who will update a Vendor. text  50
 QBOSync  This is QBO Sync for Vendor. Yes/No  0
 Comments  This is Comments value for Vendor. text  10000

Vendor Contacts (Map Coulumns)


Database ColumnsSpecial InstructionsData TypeField Length
 VendorID  (REQUIRED). This is Vendor Number or Vendor Name for the contact. text  150
 PrimaryContact  This is a boolean type data. This is used to make a contact to PrimaryContact for Vendor. Yes/No  0
 FirstName  This is First name for the contact. text  25
 LastName  This is Last name for the contact. text  25
 ContactType  This is Contact Type for the contact. text  50
 Email  This is Mail address for the contact. text  50
 WorkPhoneDirLine  This is Work Phone Directory Line for the contact. text  15
 PhoneOther  This is Phone Number for the contact. text  15
 WorkFax  This is Fax Number for the contact. text  15
 CellPhone  This is Cell Phone Number for the contact. text  15
 PagerPhone  This is Pager Number for the contact. text  15
 HomePhone  This is Home Phone Number for the contact. text  15
 ContactNotes  This is Notes for the contact. text  10000

Items - Import Wizard

Item List (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 Item Number (REQUIRED). This is a Item Number. text  100
 Active  This is Active value(Boolean) for Item. Yes/No  0
 Type  (REQUIRED). This is Type for Item. text  50
 Category  This is Category for Item. text  255
 Sub Category  text  255
 Item Description  text  10000
 Manufacturer  This is Manufacturer for Item. text  50
 OEMModelNumber This is OEM Model Number for Item. text  50
 AverageCost  This is Average Cost for Item. money  0
 ListPrice  This is List Price for Item. money  0
 SpecialNotes  This is Special Notes for Item. text  10000
 LastOrderDate  This is Last Order Date value for Item. date  0
 UnitofMeasure  This is Unit of Measure for Item. text  15
 Bin Location This is the (default) Bin Location for this item. text  50
 Weight  This is Weight for Item. Decimal  0
 WeightUnit  This is Weight Unit for Item. text  15
 UPCCode  This is UPC Code for Item. text  30
 Assembly  This is Assembly value(Boolean) for Item. Yes/No  0
 MatrixPricing  This is Matrix Pricing for Item. Yes/No  0
 Taxable  This is Taxable value(Boolean) for Item. Yes/No  0
 AmountOrdered  This is Amount Ordered for Item. real  0
 QIS  (Qty in Stock) decimal  0
 QBO  (Qty on Back Order on Sales Orders not Invoiced#) decimal  0
 QPO  (Qty on Purchase Orders) decimal  0
 Min  This is Reorder Point (Min) value for Item. real  0
 Max  This is Stock Level (Max) value for Item. real  0
 SpecialOrder  This is SpecialOrder(boolean) for Item. Yes/No  0
 PricingCategory  This is Pricing Category for Item. text  150
 BrokenCasePricingType  This is Broken Case Pricing Type for Item. small number 0
 BrokenCasePriceCode  This is Broken Case Price Code for Item. text  10
 BrokenCaseMultiplier  This is Broken Case Multiplier for Item. Decimal  0
 PO Category  text  50
 SubCategory3  This is SubCategory3 for Item. text  255
 SubCategory4  This is SubCategory4 for Item. text  255
 Commissionable  This is Commissionable for Item. Yes/No  0
 MasterItemNumber  This is Master Item Number for Item. text  255
 ItemNumAlt1  This is Alt#1 (Size Box) for Item. text  50
 YearsListing  This is Years Listing for Item. text  10000
 OrigItemNum  This is Orig Item Number for Item. text  50
 OEMPrice  This is OEM Price for Item. money  0
 InterchangeNumber  This is Interchange Number for Item. text  50
 LastAddedCost  This is Last Added Cost for Item. money  0
 EcomRetailPrice  This is Ecom Retail Price for Item. money  0
 DataConversionNotes  This is Data Conversion Notes for Item. text  255
 ItemNumAlt2  This is Alt#2 (Skid Qty) for Item. text  50
 CreatedBy  This is a value to store who will create an Item. number  0
 CreatedDate  This is Created Date for Item. date  0
 ModifiedBy  This is a value to store who will update a Item. number  0
 ModifiedDate  This is Modified Date for Item. date  0
 IncomeAccountRef  This is Income Account Reference for Item. text  150
 ExpenseAccountRef  This is Asset Account Reference for Item. text  150
 AssetAccountRef  This is Asset Account Reference for Item. text  150
 QBOSync  This is QBOSync value(boolean) for Item. Yes/No  0
 YearRange  This is Year Range for Item. text  50


Item Quantity in Stock (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 ItemID  (REQUIRED). This is an Item # that is already in OneSource. text  150
 QIS (Qty in Stock) (REQUIRED). This is the TOTAL quantity in stock right now. This value needs to be a whole number, such as 1 or 3 or 20. If the number is NOT > 0 the row will NOT be imported. decimal  0
 QtyReceived  This is the Quantity originally received into stock. For example maybe you received 10 but now have 5 left in stock (which will be illustrated in the Qty in Stock field). decimal  0
 DateReceived  This is the date that the item was received into Stock. (Note: If no date is selected OneSource will insert Today's date). date  0
 WarehouseID  (REQUIRED). This is the Warehouse CODE you have assigned to the warehouse in OneSource. If you only have 1 warehouse just leave this field blank and it will be auto filled in for you. text  150
 Last PO Cost (REQUIRED). This is the individual unit cost you paid for the item from your vendor. Any records where the Cost is not > $0.00 will NOT be imported. If you paid any 'additional' costs associated with shipping the item to you list those costs in the field called: Additional (Landed Costs). money  0
 AdditionalCost  This represents any additional 'landed' (shipping) costs associated with the item. money  0
 Lot1  This is the Bin location of the item.' (If you have more than 1 bin location be sure to make a separate 'row' on your spreadsheet for each unique bin location. For instance, if Item X had 5 in location 101 and 2 in location 501 then you would need to have 2 rows on your spreadsheet for Item X. text  20
 Lot2  This is the Lot / Serial # of the item.' (Like the Bin field, if you have more than 1 Lot / Serial # then be sure to make a separate 'row' on your spreadsheet for each unique Lot / Serial # for the item. text  20

Item Price Levels (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 ItemID  (REQUIRED). This field must be a unique alpha numeric Item #. text  150
 MatrixPriceCode  (REQUIRED). This is a Matrix Price Code for Price level. text  50
 QtyLow  (REQUIRED). This is Qty Low value for Price level. real  0
 QtyHigh  (REQUIRED). This is Qty High value for Price level. real  0
 Price  This is a Price for Price level. money  0
 DiscountPercent  This is Discount Percent for Price level. real  0
 FuturePrice   decimal  0
 FuturePriceDate   date  0
 LastPrice   decimal  0
 LastPriceDate   date  0

Item Search Catalog (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 ItemNumber  (REQUIRED). This is Item Number value for Item Catalog. text  150
 Item Description  text  10000
 SubCategory3  This is Make value for Item Catalog. text  100
 SubCategory4  This is Model value for Item Catalog. text  100
 YearsListing  This is Years Listing value for Item Catalog. text  500
 Notes  This is Notes for Item Catalog. text  10000
 YearRange  This is Year Range value for Item Catalog. text  100
 Category   text  75
 Sub Category  text  75
 CatalogSource  This determines the source of the Catalog record. If the catalog will be maintained by a Catalog tool, such as Partslink, then put the name of the catalog in this field. If the part will be maintained manually by the user then insert 'Customer' for the value. text  50
 PlinkNumber  This is Plink Number value for Item Catalog. text  30
 OEMNumber  This is OEM Number value for Item Catalog. text  30

Vendor Item Numbers (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 ItemID  (REQUIRED). This is an Item # that is already in 1place. text  150
 VendorID  (REQUIRED). This is the related Vendor Number in 1place. text  150
 VendorItemNum  (REQUIRED). This is the Vendor Item Number for Item Vendor. text  50
 VendorCost  This is the Vendor Cost for Item Vendor. money  0
 VendorLeadTime  This is the Vendor Lead Time(Boolean) for Item Vendor. number  0
 Notes  This is the Notes for Item Vendor. text  10000
 CasePack  This is the Case Pack(Boolean) for Item Vendor. Decimal  0
 CostLastChangeDate  This is the Cost Last Change Date for Item Vendor. date  0
 CubicSquareFt  This is the Cubic Square Ft for Item Vendor. Decimal  0
 Duty Percent This is the Duty % field if duty is charged on the item. Decimal  0
 RoundUpQtyToCaseQtyOnPO  This is the Round Up Qty To Case Qty On PO(Boolean) for Item Vendor. Yes/No  0
 ConvertQtyToCaseQtyOnPO  This is the Convert Qty To Case Qty On PO(Boolean) for Item Vendor. Yes/No  0
 LastOrderDate  This is the Last Order Date for Item Vendor. date  0
 QtyOnOrder  This is the Qty On Order for Item Vendor. Decimal  0
 VendorQtyInStock  When you import or update Vendor Items this is the Qty in Stock the Vendor has reported to you. real  0
 VendorQtyInStockLastUpdated  When you import or update Vendor Items this is the Date the Qty in Stock was last updated. If this column is left blank it will fill in with the current date. date  0

Quotes - Import Wizard

Quotation Headers - Import 1st (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 QuotationNum  (REQUIRED). This field must be a unique alpha numeric Quotation #. text  50
 QuoteDate  (REQUIRED). This field must contain a valid date. date  0
 BillToCustomerNumber  (REQUIRED). This must be a valid alpha numeric Bill To Customer #. text  150
 BillToContactName  This is the Customer contact name, such as John Doe. text  10000
 BillToCompanyName  This is the Bill To Company Name, such as: ABC Company. text  255
 BillToStreet  This is the Bill To Street text  250
 BillToCityStateZipPostalCode  This is the Bill To CityStateZipPostalCode text  250
 ShipToCustomerNumber  (REQUIRED). This must be a valid alpha numeric Ship To Customer #. text  150
 ShipToContactName  This is the Ship To Contact name, such as: Jane Smith. text  10000
 ShipToCompanyName  This is the Ship To Company Name, such as: ABC Company. text  255
 ShipToStreet  This is the Ship To Street text  250
 ShipToCityStateZipPostalCode  This is the Ship To CityStateZipPostalCode text  250
 SubTotal  This is the Sales Order SubTotal field. It should represent the total of the Line Items. If this field is left blank $0 will be inserted. money  0
 FreightOrOtherCharges  This is the Sales Order Freight / Other field. If this field is left blank $0 will be inserted. money  0
 TotalTax  This is the Total Tax amount for this Sales Order. If this field is left blank a $0 will be inserted and NO taxes will be changed for this Sales Order. money  0
 GrandTotal  (REQUIRED). This is the Grand Total of the Sales Order. money  0
 PaymentTerms  (REQUIRED). This is the Payment Terms. (Note: If this field is left blank the Net 30 payment term will be auto inserted). text  150
 CustomerPONumber  This is the Customer PO #. text  20
 SourceOfOrder  This is the Source of the Order. text  50
 QuotationComments  This is the Comments (notes to the customer) field on the footer of the Sales Orders. text  10000
 EnteredBy  This is the name of the user who entered the Sales Order. text  50
 ShippedVia  This is the Shipped Via value for Quotation. text  150
 Warehouse  This is the Warehouse value for Quotation. text  150

Quotation Line Items - Import After Headers (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 QuotationNumber  (REQUIRED). This field must be a unique alpha numeric Quotation #. text  150
 ItemNumber  (REQUIRED). This is the Item Number that should already be added or imported into 1place. text  150
 Category  This is the Item Category. text  50
 Quantity  (REQUIRED). This is the Quantity Ordered by the Customer. decimal  0
 ItemDescription  (REQUIRED). This is the Item Description. text  10000
 UnitPrice  This is the Unit Price. This is the Price BEFORE any Discount has been applied. money  0
 Discount  This is the Discount given off the Unit Price. Set to 0 if none. real  0
 Taxable  Was this line item Taxable? If so type Yes, if not type No. Yes/No  0
 Cost  This is the Cost. decimal  0
 LineTotal  (REQUIRED). What is the EXTENDED Line Total? (QtyOrdered x NetPrice) money  0
 ListPrice  This is the List Price. This field is optional. money  0
 NetPrice  (REQUIRED). This is the final Net Price, including any discount given. money  0

Sales Orders - Import Wizard

Sales Orders Headers - Unshipped (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 SalesOrderNumber  (REQUIRED). This field must be a unique alpha numeric Sales Order #. text  22
 SalesOrderDate  (REQUIRED). This field must contain a valid date. date  0
 BillToCustomerNumber  (REQUIRED). This must be a valid alpha numeric Bill To Customer #. text  150
 BillToContactName  This is the Customer contact name, such as John Doe. text  10000
 BillToCompanyName  This is the Bill To Company Name, such as: ABC Company. text  255
 BillToStreet  This is the Bill To Street. text  250
 BillToCityStateZipPostalCode  This is the Bill To CityStateZipPostalCode text  250
 ShipToCustomerNumber  (REQUIRED). This must be a valid alpha numeric Ship To Customer #. text  150
 ShipToContactName  This is the Ship To Contact name, such as: Jane Smith. text  10000
 ShipToCompanyName  This is the Ship To Company Name, such as: ABC Company. text  255
 ShipToStreet  This is the Ship To Street text  250
 ShipToCityStateZipPostalCode  This is the Ship To CityStateZipPostalCode text  250
 SubTotal  This is the Sales Order SubTotal field. It should represent the total of the Line Items. If this field is left blank $0 will be inserted. money  0
 FreightOrOtherCharges  This is the Sales Order Freight / Other field. If this field is left blank $0 will be inserted. money  0
 TotalTax  This is the Total Tax amount for this Sales Order. If this field is left blank a $0 will be inserted and NO taxes will be changed for this Sales Order. money  0
 GrandTotal  (REQUIRED). This is the Grand Total of the Sales Order. money  0
 BalanceDue  If this field is left blank the value will be set to $0. money  0
 SalesOrderStatus  Each Sales Order Status field should have ONE of these values: 'New', 'To Print & Pick', 'Picking', 'To Invoice', or 'To Load/Ship'. If this field is left blank the default value inserted will be: 'To Print & Pick'. text  150
 PaymentTerms  This is the Payment Terms. (Note: If this field is left blank the Net 30 payment term will be auto inserted). text  150
 CustomerPONumber  This is the Customer PO #. text  30
 SourceOfOrder  This is the Source of the Order. text  50
 SalesOrderComments  This is the Comments (notes to the customer) field on the footer of the Sales Orders. text  10000
 EnteredBy  This is the name of the user who entered the Sales Order. text  50
 JobID  This is the Job ID #. text  150

Sales Order Line Items - Unshipped (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 SalesOrderNumber (REQUIRED). This field must be a unique alpha numeric SalesOrder #. text  150
 ItemNumber  (REQUIRED). This is the Item Number that should already be added or imported into 1place. text  150
 QtyOrdered  This is the Quantity Ordered by the Customer. decimal  0
 QtyShipped  This is the Quantity Shipped to the Customer for this Order. Set at 0 if none shipped. decimal  0
 BOQty  This is the Quantity that have been Back Ordered and not Shipped yet. Set this value to 0 if none. decimal  0
 PrevShipped  This is the Quantity that were Previously Shipped on a related Sales Order, if this is a Sales Order Back Order. Set this value to 0 if none. decimal  0
 ItemDescription  This is the Item Description. text  10000
 ListPrice  This is the List Price. This field is optional. money  0
 UnitPrice  This is the Unit Price. This is the Price BEFORE any Discount has been applied. money  0
 Discount  This is the Discount given off the Unit Price. Set to 0 if none. real  0
 NetPrice  This is the final Net Price, including any discount given. money  0
 Taxable  Was this line item Taxable? If so type Yes, if not type No. Yes/No  0
 LineTotal  What is the EXTENDED Line Total? (QtyOrdered x NetPrice) money  0
 DateShipped  What date was this item shipped? This field is optional. date  0
 LineItemComments  Internal line item comments not visible to the Customer. text  10000
 SerialNumber  This is the Serial # of the item, if applicable. This field is optional. text  50
 UnitCost  This is the Unit Cost. The COST 'each' is $5 then you would enter $5.00. money  0


Invoice & Credit Memo - Import Wizard

Invoice & Credit Memo Headers (Map Columns)


Database ColumnsSpecial InstructionsData TypeField Length
 InvoiceNumber    
 InvoiceDate    
 BillToCustomerNumber    
 BillToContactName    
 BillToCompanyName    
 BillToStreet    
 BillToCityStateZipPostalCode    
 ShipToCustomerNumber    
 ShipToContactName    
 ShipToCompanyName    
 ShipToStreet    
 ShipToCityStateZipPostalCode    
 Warehouse    
 SubTotal    
 FreightOrOtherCharges    
 TotalTax    
 GrandTotal    
 TotalPayments    
 BalanceDue    
 InvoiceType    
 PaymentTerms    
 CustomerPONumber    
 SourceOfOrder    
 Shippedvia    
 InvoiceComments    
 EnteredBy    
 JobID  This is the Job ID #. text  150
 SalesMan   text  30


Purchase Orders - Import Wizard
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