Field |
Card Type |
Description and Character Limits |
*Co./Last Name |
All |
If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric. |
First Name |
All |
20 characters, alphanumeric |
Card ID |
All |
15 characters, alphanumeric |
Card Status |
All |
Any one character indicates inactive. Blank indicates active. |
Currency Code |
All |
3 characters, alpha. Must match a preexisting currency code in the Currency List. If no code specified, local currency substituted. |
Addr 1-5 - Line 1 - Line 2 - Line 3 - Line 4 |
All |
The Addr field to the Salutation field repeat for each of the five addresses allowed per card entry. Total Address field (lines 1 to 4) cannot exceed 255 characters, alphanumeric |
-City |
All |
Cannot exceed 255 characters, alphanumeric |
County |
All |
Cannot exceed 255 characters, alphanumeric |
-Postcode |
All |
10 characters, alphanumeric |
-Country |
All |
255 characters, alphanumeric |
-Phone No. 1 |
All |
21 characters, alphanumeric |
-Phone No. 2 |
All |
21 characters, alphanumeric |
-Phone No. 3 |
All |
21 characters, alphanumeric |
-Fax No. |
All |
21 characters, alphanumeric |
All |
21 characters, alphanumeric | |
-WWW |
All |
21 characters, alphanumeric |
-Contact Name |
Customer, Supplier |
25 characters, alphanumeric |
-Salutation |
All |
15 characters, alphanumeric |
Picture |
All |
File name of the graphic. 255 characters, alphanumeric. |
Notes |
All |
255 characters, alphanumeric |
Identifiers |
All |
10 characters, alpha only |
Custom Field 1 |
All |
30 characters, alphanumeric |
Custom Field 2 |
All |
30 characters, alphanumeric |
Custom Field 3 |
All |
30 characters, alphanumeric |
Custom List 1 |
All |
30 characters, alphanumeric |
Custom List 2 |
All |
30 characters, alphanumeric |
Custom List 3 |
All |
30 characters, alphanumeric |
Billing Rate |
Cust., Emp., Supplier |
10 characters, numeric including 4 decimal places |
Cost per hour |
Supplier, Emp. |
10 characters, numeric including 4 decimal places |
Terms - Payment is Due |
Customer, Supplier |
1 character, numeric. Use one of these codes to indicate when payment is due: 0 - COD |
- Discount Days |
Customer, Supplier |
3 characters, numeric-based on the code you enter in the Payment is Due field. If you choose code 0, 1, 2 or 4 to indicate Payment is Due, enter a number of days from 0-999. If you choose code 3 or 5, use a date from 1-31. (EOM=31) |
- Balance Due Days |
Customer, Supplier |
3 characters, numeric-based on the code you enter in the Payment is Due field. If you choose code 0, 1, 2 or 4 to indicate when payment is due, use a number of days from 0-999. If you choose code 3 or 5, use a date from 1-31. (EOM=31) |
- % Discount |
Customer, Supplier |
2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point. |
- % Monthly Charge |
Customer |
2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point. |
VAT Code |
Customer, Supplier |
3 characters, alphanumeric. |
Credit Limit |
Customer, Supplier |
7 characters, numeric before a decimal point and 2 characters, numeric after a decimal point. |
VAT Reg. No. |
Customer, Supplier |
19 characters, alphanumeric |
Volume Discount% |
Customer, Supplier |
2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point. |
Sales/Purchase Layout |
Customer and Supplier |
S indicates Service, I indicates Item, P indicates Professional and M indicates Miscellaneous invoice or purchase order layout. T indicates Time Billing invoice layout. |
Price Level |
Customer |
1 character, numeric. Enter one of these numeric characters to indicate the price level of the customer: 0 - Base Selling Price |
Payment Method |
Customer |
20 characters, alphanumeric. |
Payment Notes |
Customer |
255 characters, alphanumeric |
Name on Card |
Customer |
50 characters, alphanumeric. Only available for credit card and debit card methods of payment. |
Card Number |
Customer |
25 characters, alphanumeric. Only available for credit card and debit card methods of payment. |
Expiration Date |
Customer |
10 characters, alphanumeric. Only available for credit card and debit card methods of payment. |
Account |
Customer and Supplier |
5 characters, numeric. May (optionally) have a non-numeric separator between the first digit and the last 4 digits, for example, 1-1234. |
Salesperson |
Customer and Supplier |
31 characters, alphanumeric |
Comment |
Customer and Supplier |
255 characters, alphanumeric. |
Delivery Method |
Customer and Supplier |
20 characters, alphanumeric |
Printed Form |
Customer and Supplier |
255 characters, alphanumeric |
Carriage VAT Code |
Customer, Supplier |
3 characters, alphanumeric. |
*This is a required field for importing.