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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

 

 

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.
F FavoriteDrink Alphanumeric Any 60 characters
G Gender AlphaNumeric M = Male F = Female,Default = Female
H AccountExpiryDate dd/mm/yyyy Date when the Account stops at the tills
I FSupplier Boolean Set to 1 if this is a supplier
J BirthDate dd/mm/yyyy Birthdate
K FStopAccount Boolean 1 = Stop Account. 0 or blank for OK
L BonusPointsPercent Numeric 0.00 to 100.00 Blank defaults to 100.00
M PostCode Alphanumeric Any characters
N Company Alphanumeric Any characters
O Contact Alphanumeric Any characters
P Phone Alphanumeric Any characters
Q Fax Alphanumeric Any characters
R Home Alphanumeric Any characters
S Modem Alphanumeric Any characters
T Mobile Alphanumeric Any characters
U Email Alphanumeric Any characters
V AddressStreet Alphanumeric Any characters
W AddressSuburb Alphanumeric Any characters
X AddressCity Alphanumeric Any characters
Y AddressState Alphanumeric Any characters
Z AddressCountry Alphanumeric Any characters
AA PostalStreet Alphanumeric Any characters
AB PostalSuburb Alphanumeric Any characters
AC PostalCity Alphanumeric Any characters
AD PostalState Alphanumeric Any characters
AE PostalCountry Alphanumeric Any characters
AF PostalZipCode Alphanumeric Any characters
AG ID Numeric Account ID in BackOffice
AH Comment Alphanumeric Any Characters
AI POS Points Earned Numeric #Points up to 2 Decimal Places
AJ POS Points Redeemed Numeric #Points up to 2 Decimal Places
AK Charges Gross Numeric #Charges before any Discount
AL Charges Nett Numeric #0.00 format No Currency sign
AM Payments Numeric #0.00 format No Currency sign
AN ChargeOK Boolean 0 = Cashonly Account – Default
AO Account GroupName AlphaNumeric Any characters

 

  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

 

FieldName

Format

Description

A

AccountID

Numeric

Account ID in BackOffice

B

AccNumber

Alphanumeric

Account number of this Account

C

CardNumber

Alphanumeric

Card number of this Account

D

AccountGroupID

Numeric

Account Group ID in BackOffice

E

AccountGroupName

Alphanumeric

Name matching existing or new group

F

Title

Alphanumeric

Mr, Mrs, Miss etc.

G

FirstName

Alphanumeric

First name of this Account

H

LastName

Alphanumeric

Last name of this Account

I

Status

Numeric

0=OK,1=On Hold,2=Pending,3=Suspended, 4=Inactive,5=Deceased

J

OtherName_1

Alphanumeric

Any characters

K

OtherName_2

Alphanumeric

Any characters

L

Street_1

Alphanumeric

Any characters

M

Street_2

Alphanumeric

Any characters

N

Street_3

Alphanumeric

Any characters

O

City

Alphanumeric

Any characters

P

State

Alphanumeric

Any characters

Q

Country

Alphanumeric

Any characters

R

PCode

Alphanumeric

Any characters

S

PhoneHome

Alphanumeric

Any characters

T

PhoneWork

Alphanumeric

Any characters

U

Fax

Alphanumeric

Any characters

V

Mobile

Alphanumeric

Any characters

W

Email1st

Alphanumeric

Any characters

X

Email2nd

Alphanumeric

Any characters

Y

PostalStreet_1

Alphanumeric

Any characters

Z

PostalStreet_2

Alphanumeric

Any characters

AA

PostalStreet_3

Alphanumeric

Any characters

AB

PostalCity

Alphanumeric

Any characters

AC

PostalState

Alphanumeric

Any characters

AD

PostalCountry

Alphanumeric

Any characters

AE

PostalPCode

Alphanumeric

Any characters

AF

Comment

Alphanumeric

Any characters

AG

DateJoined

dd/mm/yyyy hh:mm:ss tt

Date, Optional Time, when the Account First Created

AH

DateNextRenewal

dd/mm/yyyy

hh:mm:ss tt

Date, Optional Time, when the membership Renewal Due

AI

DateLastRenewal