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File specifications for importing business lists into Charts

The first step for importing business lists is to prepare a source file. The system accepts comma-delimited .csv files as import files. All records in each of the import source files must have the identical layout, each record must contain all the required data elements and end with a carriage return line feed.
tip
  • If a required data element's missing or any data element's invalid, the import record won't import.
  • Fields don't have to be in a set order in the import file.
  • File format is .csv.
  • Filename can't contain multiple spaces next to each other.
  • Each record must be terminated with a carriage return line feed.

Entity code list

All these fields are required.
Entity code list
Field
N/A
Length
N/A
Description
N/A
Workarea Name
65
Workarea name in which entity number to be cross-referenced resides.
Entity Number
32
Entity number to be cross-referenced.
Entity Code
128
User-defined entity code.

Department list

Department list
Field
N/A
Length
N/A
Description
N/A
Department Code
64
This is a required field.
Department Name
255
If not populated in the import file, the department name field will be populated in the list with the Department Code.
Parent Department Code
64
Parent department code for department code. When assigning a parent department code to a department code, the parent code must already exist. Therefore, if a parent department code is created in the same import file that includes other departments that'll be assigned to that parent, the order of the import records in the file's relevant. The record for the parent department must be above the other records being assigned to it.

Customer list

Customer list
Field
N/A
Length
N/A
Description
N/A
Number
32
Customer number. This is a required field.
Name
128
Customer name. This is a required field.
Address
128
Customer address
City
128
N/A
State Abbreviation
2
N/A
Postal Code
16
N/A
Postal Code Extension
16
N/A
Telephone Phone
16
N/A
Taxpayer ID
16
N/A
note
Both customer number and name aren't required on a record, but each record must contain at least one of these data elements.

Vendor list

Vendor list
Field
N/A
Length
N/A
Description
N/A
Number
32
Vendor number. This is a required field.
Name
128
Vendor name. This is a required field.
Address
128
N/A
City
128
N/A
State Abbreviation
2
N/A
Postal Code
16
N/A
Post Code Extension
16
N/A
Telephone Phone
16
N/A
Taxpayer ID
16
N/A
note
Both vendor number and name aren't required on a record, but each record must contain at least one of these data elements.

This article applies to:

  • Subject: Import