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