CSV imports: Contact field definitions

Various types of contacts can be specified in uploads.

Contact prefixes

When uploading a vendor list, you must indicate a primary vendor contact. However, you may also assign optional return-to and pay-to contacts. The differences between these designations is a contact prefix. In this instance, the returnto contact fields have an R_ prefix and the payto contact fields have a P_ prefix.

Primary Contact

None

Vendor Payto Contact

P_

Vendor Returnto Contact

R_

Customer Billto Contact

B_

Customer Shipto Contact

S_
If either the returnto and/or payto contact fields are not included, the primary contact information is used instead.

For example, the COMPANY_NAME field when used for the returnto contact would be R_COMPANY_NAME, and the payto contact would be P_COMPANY_NAME.

Field descriptions

Field Name: CONTACT_NAME

UI Field Name:

Varies, depending on the type of import. For example, in Employees it is Primary Contact Name. For Customers, there are several (Contact, Bill to Contact, and Ship to Contact).

Type:

Character

Length:

200

Default Value:

None

Valid Values:

Must be unique

Dependencies:

None

Required:

Yes, if contact is specified

Editable:

No

Notes:

If the contact name already exists, you must create the entity manually in Sage Intacct, or enter a new contact name in the CSV file.

Field Name: COMPANY_NAME

UI Field Name:

Company Name

Type:

Character

Length:

100

Default Value:

Vendor Name

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: MRMRS

UI Field Name:

Prefix

Type:

Character

Length:

15

Default Value:

None

Valid Values:

Mr., Ms., or Mrs.

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: FIRST_NAME

UI Field Name:

First Name

Type:

Character

Length:

40

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: MI

UI Field Name:

Middle Name

Type:

Character

Length:

40

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: LAST_NAME

UI Field Name:

Last Name

Type:

Character

Length:

40

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: PRINTAS

UI Field Name:

Print As

Type:

Character

Length:

200

Default Value:

Vendor Name

Valid Values:

Any

Dependencies:

None

Required:

Yes

Editable:

Yes
Field Name: PHONE1

UI Field Name:

Primary Phone Number

Type:

Character

Length:

30

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: PHONE2

UI Field Name:

Secondary Phone Number

Type:

Character

Length:

30

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes

Field Name: CELLPHONE

UI Field Name:

Mobile phone

Type:

Character

Length:

30

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: PAGER

UI Field Name:

Pager Number

Type:

Character

Length:

30

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: FAX

UI Field Name:

Fax Number

Type:

Character

Length:

30

Default Value:

None

Valid Values:

Any
Dependencies:

None

Required:

No

Editable:

Yes

Field Name: EMAIL1

UI Field Name:

Primary Email Address

Type:

Character

Length:

40

Default Value:

None

Valid Values:

Valid email format

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: EMAIL2

UI Field Name:

Secondary Email Address

Type:

Character

Length:

40

Default Value:

None

Valid Values:

Valid email format

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: URL1

UI Field Name:

Primary URL

Type:

Character

Length:

256

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: URL2

UI Field Name:

Secondary URL

Type:

Character

Length:

256

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: ADDRESS1

UI Field Name:

Address Line 1

Type:

Character

Length:

80

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: ADDRESS2

UI Field Name:

Address Line 2

Type:

Character

Length:

80

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: CITY

UI Field Name:

City

Type:

Character

Length:

40

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: ZIP

UI Field Name:

ZIP or post code

Type:

Character

Length:

30

Default Value:

None

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: COUNTRY

UI Field Name:

Country

Type:

Character

Length:

60

Default Value:

USA

Valid Values:

Any

Dependencies:

None

Required:

No

Editable:

Yes
Field Name: TAXABLE

UI Field Name:

Taxable

Type:

Character

Length:

1

Default Value:

T

Valid Values:

T/F

Dependencies:

None

Required:

No

Editable:

Yes