Note: Account ID and Account Name are the mandatory fields.
Field Name |
API Name |
Type |
Description |
ID |
WrntyID |
Text Box |
Read only, you cannot upload a value for WrntyID |
Account ID |
ExternalID |
Text Box |
The customer ID number, or code. This is a mandatory field. A unique code must be used for each account. |
Creation Date |
CreationDate |
Date and Time |
Read only |
Name |
Name |
Text Box |
Name of the Account. A mandatory field |
Phone |
Phone |
Text Box |
Phone number |
Mobile |
Mobile |
Text Box |
Mobile phone number |
Fax |
Fax |
Text Box |
Fax number |
|
|
|
Account email – the email address that notifications will be sent to (such as order notifications with PDF attachment) |
Government ID |
GovID |
Text Box |
The official government ID of the company (if required) |
Parent ExID |
ParentExternalID |
Text Box |
The ERP code of the account that this account is a branch of – must be the ID of an existing account. For a detailed explanation on the parent field and multiple locations and their effects on the Account and order, read this article: How To Upload Multiple Locations for Accounts |
Discount |
Discount |
Percentage |
Account discount – will be the default discount applied to each order for this account. A percentage. |
Price list name |
PriceLevelName |
Dropdown |
Price level associated to this account (according to the price lists names loaded in the PL file) |
Special price list name |
SpecialPriceListName |
Dropdown |
Special Price level associated to this account (according to the price lists names listed in the SPL file) |
Debts 30 |
Debts30 |
Real Number |
The actual debt amount of the account by periods – 30 days, 60 days, 90 days, more than 90 days |
Debts 60 |
Debts60 |
Real Number |
“ |
Debts 90 |
Debts90 |
Real Number |
“ |
Debts above 90 |
DebtsAbove90 |
Real Number |
“ |
Property 1 - 5 |
Prop1 Prop2 Prop3 Prop4 Prop5 |
Dropdown |
Up to 5 Account properties. These properties can later be used to color-code your Accounts on the map view. If you do not need to color code map pins, use Custom Fields instead. |
Type |
Type |
Text Box |
The type of Account (for multiple Account types only, used for multiple warehouses, van sales inventory management) |
Hidden |
Hidden |
Boolean |
Indicate if Account should be hidden or not 1/0 |
Latitude |
Latitude |
Real Number |
Latitude coordinate of Account location |
Longitude |
Longitude |
Real Number |
Longitude coordinate of Account location |
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