CSV File Structures (Customer/Supplier Records)

 

Field

Type

Size

Validation

Precision

Import Type

Account Ref

Char

8

Yes

 

Standard / Extended

Name

Char

60

 

 

Standard / Extended

Address Line 1

Char

60

 

 

Standard / Extended

Address Line 2

Char

60

 

 

Standard / Extended

Address Line 3

Char

60

 

 

Standard / Extended

Address Line 4

Char

60

 

 

Standard / Extended

Address Line 5

Char

60

 

 

Standard / Extended

Contact Name

Char

30

 

 

Standard / Extended

Telephone

Char

30

 

 

Standard / Extended

Fax

Char

30

 

 

Standard / Extended

Analysis 1

Char

30

 

 

Standard / Extended

Analysis 2

Char

30

 

 

Standard / Extended

Analysis 3

Char

30

 

 

Standard / Extended

Department No

Int

3

1 - 999

3 digits + 0 d.p.

Standard / Extended

VAT Registration No

Char

30

 

 

Standard / Extended

Turnover MTD

Double

11

 

8 digits + 2 d.p.

Standard / Extended

Turnover YTD

Double

11

 

8 digits + 2 d.p.

Standard / Extended

Prior YTD

Double

11

 

8 digits + 2 d.p.

Standard / Extended

Credit Limit

Double

11

 

8 digits + 2 d.p.

Standard / Extended

Terms

Char

30

 

 

Standard / Extended

Settlement Due Days

Int

3

0 - 365

3 digits + 0 d.p.

Standard / Extended

Settlement Discount Rate %

Double

11

0 - 99.99

2 digits + 2 d.p.

Standard / Extended

Default Nominal Code

Char

8

Lookup

 

Standard / Extended

Default Tax Code

Int

2

T0 - T99

 

Standard / Extended

Trade Contact

Char

30

 

 

Extended

Balance

---

---

 

 

Not Included

Telephone 2

Char

30

 

 

Extended

EMail

Char

255

 

 

Extended

WWW

Char

255

 

 

Extended

Account Status No

---

---

 

 

Not Included

Delivery Address Line 1

---

---

 

 

Not Included

Delivery Address Line 2

---

---

 

 

Not Included

Delivery Address Line 3

---

---

 

 

Not Included

Delivery Address Line 4

---

---

 

 

Not Included

Delivery Address Line 5

---

---

 

 

Not Included

Delivery Contact Name

---

---

 

 

Not Included

Delivery Telephone

---

---

 

 

Not Included

Delivery Fax

---

---

 

 

Not Included

Discount Rate %

Double

11

0 û 99.99

2 digits + 2 d.p.

Extended

Discount Type (Customers Only)

---

---

 

 

Not Included

Override Product Tax Code in invoicing?

---

---

 

 

Not Included

Currency No

---

---

 

 

Not Included

Payment Due Days

Int

3

0 - 365

3 digits + 0 d.p.

Extended

Credit Reference

---

---

 

 

Not Included

Bureau Code

---

---

 

 

Not Included

Can Charge Credit?

---

---

 

 

Not Included

Terms Agreed?

Int

1

0 or 1

1 digit + 0 d.p.

Extended

Restrict Mailing?

---

---

 

 

Not Included

Account On Hold?

---

---

 

 

Not Included

Account Opened

---

---

 

 

Not Included

Last Credit Review

---

---

 

 

Not Included

Next Credit Review

---

---

 

 

Not Included

Application Date

---

---

 

 

Not Included

Date Received

---

---

 

 

Not Included

Invoices - Bfwd, Months 1-12, Future

---

---

 

 

Not Included

Credits - Bfwd, Months 1-12, Future

---

---

 

 

Not Included

Sales - Balance Bfwd, Months 1-12, Future

---

---

 

 

Not Included

Receipts - Bfwd, Months 1-12, Future

---

---

 

 

Not Included

Bank Name
(Suppliers Only)

Char

60

 

 

Extended

Bank Address Line 1 (Suppliers Only)

Char

60

 

 

Extended

Bank Address Line 2 (Suppliers Only)

Char

60

 

 

Extended

Bank Address Line 3 (Suppliers Only)

Char

60

 

 

Extended

Bank Address Line 4 (Suppliers Only)

Char

60

 

 

Extended

Bank Address Line 5 (Suppliers Only)

Char

60

 

 

Extended

Bank Account Name (Suppliers Only)

Char

60

 

 

Extended

Bank Sort Code
(Suppliers Only)

Char

10

 

 

Extended

Bank Account Number (Suppliers Only)

Char

20

 

 

Extended

BACS Reference
(Suppliers Only)

Char

60

 

 

Extended

  Online Payments?
(Suppliers Only)

Int

1

0 or 1

1 digit + 0 d.p.

Extended

Contacts

---

---

 

 

Not Included

Memo

---

---

 

 

Not Included

Related Topics

To Import Data

Preparing Data to be Imported

Import File Details