Import Account/Site Info

Permission ID	Permission Name
354	Import Accounts, Sites and Services

Column	Header	Requirements	Instructions
1	Division ID	Required	Division unique id number
2	External ID	Required	MUST BE UNIQUE - NOT EXIT OLD ID IN SYSTEM external_siteID previous system billing site id
3	External ID Alpha	Required	MUST BE UNIQUE - NOT EXIT OLD ID IN SYSTEM external_siteID previous system billing site id
4	Parent ID	Required	MUST BE UNIQUE - NOT EXIT OLD ID IN SYSTEM external_parentID previous system billing account id
5	Parent ID Alpha	Required	MUST BE UNIQUE - NOT EXIT OLD ID IN SYSTEM external_parentID previous system billing account id
6	Account Division ID	Required
7	Is Child	Required	0 = 1st site/parent 1 = child to parent_id
8	Account/Site Name
9	Acct Name 2
10	Address Line 1	Required
11	Address Line 2
12	City	Required
13	State	Required
14	Zip	Required
15	Phone
16	Fax
17	Email
18	Latitude
19	Longitude
20	Billing Name	Required
21	Billing Name 2
22	Billing Address Line 1	Required
23	Billing Address Line 2
24	Billing City	Required
25	Billing State	Required
26	Billing Zip	Required
27	Billing Phone
28	Billing Email
29	Bill Co.	Required	Always 1
30	Bill To	Required	Always 2
31	Billing Contact Name
32	Status	Required	0 = inactive 1 = prospect 2 = active
33	Account Sales Rep ID	Required	unique user id 999 = generic house
34	Sales Rep ID	Required	unique user id 999 = generic house
35	Account Since	Required
36	Last Updated	Required
37	National Acct	Required	Always 0
38	Site Access
39	Region
40	Tax Region
41	Customer Class	Required	accountclass_id
42	Service Region	Required	serviceregion ID
43	Parent Status	Required	0 = inactive 1 = prospect 2 = active
44	Account Warning Note
45	Site Warning Note
46	Source	Required
47	Bill Group	Required
48	Terms	Required

Column	Header	Requirements	Instructions
0	Division ID	Required	Navu Division ID
1	External ID	Required	Data Source unique Id Unique id for site
2	External Alpha ID	Required	Data Source unique Id Unique id for site same as row above
3	Parent ID	Required	Navu Account ID Unique id for parent account
4	Parent ID Alpha	Required	Data Source unique Id for Parent Unique id for account same as row above
5	Account Division ID	Required	Navu Division ID
6	Is Child	Required	0 = Parent 1=Additional site for existing account
7	Site Name	Required
8	Site Name 2
9	Site Address Line 1	Required
10	Site Address Line 2
11	Site City	Required
12	Site State	Required
13	Site Zip	Required
14	Phone
15	Fax
16	Email
17	Latitude
18	Longitude
19	Billing Name	Required
20	Billing Name 2
21	Billing Address Line 1	Required
22	Billing Address Line 2
23	Billing City	Required
24	Billing State	Required
25	Billing Zip	Required
26	Billing Phone
27	Billing Email
28	Billing Co		Used by Route manager (desert micro) import
29	Billing Contact Name		Always 2 except Route manager (desert micro) import
30	Status	Required	0 = Inactive 1 = Prospect 2 = Active
31	Account Sales Rep ID	Required	999 House Account 998 Unknown or Navusoft user id
32	Site Sales Rep ID	Required	999 House Account 998 Unknown or Navusoft user id
33	Account Since	Required	Date format MM/DD/YYYY
34	Last Updated	Required	Date format MM/DD/YYYY
35	National Acct	Required	Always 0 except Route manager (desert micro) import
36	Site Access		Site access information
37	Region		Used by Route manager (desert micro) import
38	Tax Region		Navu Tax Region ID Pathway: Setup > Accounting > Tax Region
39	Customer Class	Required	Navu Account Class ID Pathway: Setup > Account > Account Class
40	Service Region	Required	Navu Service Region ID Pathway: Setup > Services > Service Region
41	Account Status	Required	0 = Inactive 1 = Prospect 2 = Active 3 = Bad Debt 4= Credit Hold
42	Account Warning Note
43	Site Warning Note
44	Source		Navu Source ID Pathway: Setup > Account > Source
45	Bill Group	Required for Active Status	Pathway: Setup > Accounting > Bill Group
46	Terms	Required for Active Status	Pathway: Setup > Accounting > Term

Permissions

Import File Requirements

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