Import columns

From RPM Wiki

Table of contents
1 Summary
2 Forms
3 Agency
4 Rep
5 Customer
6 Customer location
7 Account
8 Staff
9 Rep ID
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Summary

Columns for some imports. The easy way to do imports is to start with one of our blank files with the columns already filled in.

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Forms

Only the "Number" column is required. Columns can be in any order.

  • Best practice: We recommend the Number column is A
Number Form number
New number Form number
Status A status level
Owner A staff user
Form set Repeating fields "add", a set form id, or null for the master form.
Note Add a note
Note for staff Add a note
{FIELD} A field name
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Agency

All columns up to and including O are required. If the column also says "Required" below, that means each row must have the cell in that column filled-in.

A Agency Company name Required
B Website URL
C Salutation
D First Name
E Last Name
F Title
G Email
H Business Phone Phone number
I Home Phone Phone number
J Fax Phone Phone number
K Other Phone Phone number
L Address Street address
M City
N State/province
O Zip/Postal code zip code or postal code
P Country
Q+ {CUSTOM FIELD} A custom field
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Rep

All columns up to and including O are required. If the column also says "Required" below, that means each row must have the cell in that column filled-in.

A Type Manager, rep, or both
B Agency An agency name Required
C Logon Enabled or Disabled
D Relationship Rep or sub agent
E Commission access hidden or not hidden
F Company Name The rep’s company
G Salutation
H First Name Required
I Last Name Required
J Title
K Email
L Business Phone Phone number
M Home Phone Phone number
N Fax Phone Phone number
O Other Phone Phone number
P+ {CUSTOM FIELD} A custom field
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Customer

All columns up to and including O are required. If the column also says "Required" below, that means each row must have the cell in that column filled-in.

A Customer Company name Required
B Website URL
C Salutation
D First Name
E Last Name
F Title
G Email
H Business Phone Phone number
I Home Phone Phone number
J Fax Phone Phone number
K Other Phone Phone number
L Address A street address
M City
N State/province
O Zip/Postal code zip code or postal code
P Country
Q Alias add An alias to add for the customer.
R+ {CUSTOM FIELD} A custom field
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Customer location

All columns up to and including B are required. If the column also says "Required" below, that means each row must have the cell in that column filled-in.

A Customer Company name Required
B Location Location name Required
C Address A street address
D City
E State/province
F Zip/Postal code zip code or postal code
G Country
H+ {CUSTOM FIELD} A custom field
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Account

All columns up to and including C are required. If the column also says "Required" below, that means each row must have the cell in that column filled-in.

A Customer A customer name Required for new
B Supplier A supplier name Required
C Account Account number Required
D+ {CUSTOM FIELD} A custom field
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Staff

All columns up to and including K are required. If the column also says "Required" below, that means each row must have the cell in that column filled-in.

A Role Staff user role Required
B Logon Enabled or Disabled
C Salutation
D First Name Required
E Last Name Required
F Title
G Email
H Business Phone Phone number
I Home Phone Phone number
J Fax Phone Phone number
K Other Phone Phone number
L+ {CUSTOM FIELD} A custom field
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Rep ID

All columns are required. If the column also says "Required" below, that means each row must have the cell in that column filled-in.

  • If a rep is specified (First Name + Last Name) then an agency name must also be specified.
A Supplier Required
B Rep ID Required
C Agency An agency name
D First Name Rep
E Last Name Rep
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  • This page was last modified 22:57, 14 Jun 2010.
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