Cards Fields

Cards Fields

Field

Card Type

Description and Character Limits

*Co./Last Name

All

If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

First Name

All

20 characters, alphanumeric

Card ID

All

15 characters, alphanumeric

Card Status

All

Any one character indicates inactive. Blank indicates active.

Addr 1-5 - Line 1

- Line 2

- Line 3

- Line 4

All

Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric

-City

All

Cannot exceed 255 characters, alphanumeric

-State

All

Cannot exceed 255 characters, alphanumeric

Zip code

All

10 characters, alphanumeric

Country

All

255 characters, alphanumeric

Phone #1

All

21 characters, alphanumeric

Phone #2

All

21 characters, alphanumeric

Phone #3

All

21 characters, alphanumeric

Fax #

All

21 characters, alphanumeric

Email

All

21 characters, alphanumeric

WWW

All

21 characters, alphanumeric

Identifiers

All

10 characters, alpha only

Salutation

All

15 characters, alphanumeric

Contact Name

Customer, Vendor

25 characters, alphanumeric

Picture

All

File name of the graphic. 255 characters, alphanumeric.

Notes

All

255 characters, alphanumeric

Currency Code

All

3 characters, alpha. Must match a preexisting currency code in the Currency List. If no code specified, local currency substituted.

Custom Field 1-3

All

30 characters, alphanumeric

Custom List 1-3

All

30 characters, alphanumeric

Invoice/PO Type

Customer and Vendor

S indicates Service, I indicates Item, P indicates Professional and M indicates Miscellaneous invoice or purchase order layout. T indicates Time Billing invoice layout.

Account

Customer and Vendor

5 characters, numeric. May (optionally) have a non-numeric separator between the first digit and the last 4 digits, for example, 1-1234.

Salesperson

Customer and Vendor

31 alphanumeric characters

Comment

Customer and Vendor

255 characters, alphanumeric.

Shipping Method

Customer and Vendor

20 alphanumeric characters

Printed Form

Customer and Vendor

255 characters, alphanumeric

Billing Rate

Cust., Emp., Vendor

10 characters, numeric including 4 decimal places

Cost per hour

Vendor, Emp.

10 characters, numeric including 4 decimal places

Price Level

Customer

1 character, numeric. Enter one of these numeric characters to indicate the price level of the customer:

0 - Base Selling Price
1 - Price Level A
2 - Price Level B
3 - Price Level
4 - Price Level D
5 - Price Level E
6 - Price Level F

Terms -

Payment is Due

Customer, Vendor

1 character, numeric. Use one of these codes to indicate when payment is due:

0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM

- Discount Days

Customer, Vendor

3 characters, numeric—based on the code you enter in the Payment is Due field. If you choose code 0, 1, 2 or 4 to indicate Payment is Due, enter a number of days from 0-999. If you choose code 3 or 5, use a date from 1-31. (EOM=31)

- Balance Due Days

Customer, Vendor

3 characters, numeric—based on the code you enter in the Payment is Due field. If you choose code 0, 1, 2 or 4 to indicate when payment is due, use a number of days from 0-999. If you choose code 3 or 5, use a date from 1-31. (EOM=31)

- % Discount

Customer, Vendor

2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

- % Monthly Charge

Customer

2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

Sales Tax Code

Customer, Vendor

3 characters, alphanumeric.
Must match a preexisting tax code in the Tax Code List.

Credit Limit

Customer, Vendor

7 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

Tax ID No.

Customer, Vendor

19 characters, alphanumeric

Volume Discount %

Customer, Vendor

2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.

Payment Method

Customer

20 characters, alphanumeric.

Payment Notes

Customer

255 characters, alphanumeric

Name on Card

Customer

50 characters, alphanumeric. Only available for credit card and debit card methods of payment.

Card Number

Customer

25 characters, alphanumeric. Only available for credit card and debit card methods of payment.

Expiration Date

Customer

10 characters, alphanumeric. Only available for credit card and debit card methods of payment.

*This is a required field for importing.

Cards Fields

Field	Card Type	Description and Character Limits
*Co./Last Name	All	If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.
First Name	All	20 characters, alphanumeric
Card ID	All	15 characters, alphanumeric
Card Status	All	Any one character indicates inactive. Blank indicates active.
Addr 1-5 - Line 1 - Line 2 - Line 3 - Line 4	All	Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric
-City	All	Cannot exceed 255 characters, alphanumeric
-State	All	Cannot exceed 255 characters, alphanumeric
Zip code	All	10 characters, alphanumeric
Country	All	255 characters, alphanumeric
Phone #1	All	21 characters, alphanumeric
Phone #2	All	21 characters, alphanumeric
Phone #3	All	21 characters, alphanumeric
Fax #	All	21 characters, alphanumeric
Email	All	21 characters, alphanumeric
WWW	All	21 characters, alphanumeric
Identifiers	All	10 characters, alpha only
Salutation	All	15 characters, alphanumeric
Contact Name	Customer, Vendor	25 characters, alphanumeric
Picture	All	File name of the graphic. 255 characters, alphanumeric.
Notes	All	255 characters, alphanumeric
Currency Code	All	3 characters, alpha. Must match a preexisting currency code in the Currency List. If no code specified, local currency substituted.
Custom Field 1-3	All	30 characters, alphanumeric
Custom List 1-3	All	30 characters, alphanumeric
Invoice/PO Type	Customer and Vendor	S indicates Service, I indicates Item, P indicates Professional and M indicates Miscellaneous invoice or purchase order layout. T indicates Time Billing invoice layout.
Account	Customer and Vendor	5 characters, numeric. May (optionally) have a non-numeric separator between the first digit and the last 4 digits, for example, 1-1234.
Salesperson	Customer and Vendor	31 alphanumeric characters
Comment	Customer and Vendor	255 characters, alphanumeric.
Shipping Method	Customer and Vendor	20 alphanumeric characters
Printed Form	Customer and Vendor	255 characters, alphanumeric
Billing Rate	Cust., Emp., Vendor	10 characters, numeric including 4 decimal places
Cost per hour	Vendor, Emp.	10 characters, numeric including 4 decimal places
Price Level	Customer	1 character, numeric. Enter one of these numeric characters to indicate the price level of the customer: 0 - Base Selling Price 1 - Price Level A 2 - Price Level B 3 - Price Level 4 - Price Level D 5 - Price Level E 6 - Price Level F
Terms - Payment is Due	Customer, Vendor	1 character, numeric. Use one of these codes to indicate when payment is due: 0 - COD 1 - Prepaid 2 - In a Given # of Days 3 - On a Day of the Month 4 - # of days after EOM 5 - Day of Month after EOM
- Discount Days	Customer, Vendor	3 characters, numeric—based on the code you enter in the Payment is Due field. If you choose code 0, 1, 2 or 4 to indicate Payment is Due, enter a number of days from 0-999. If you choose code 3 or 5, use a date from 1-31. (EOM=31)
- Balance Due Days	Customer, Vendor	3 characters, numeric—based on the code you enter in the Payment is Due field. If you choose code 0, 1, 2 or 4 to indicate when payment is due, use a number of days from 0-999. If you choose code 3 or 5, use a date from 1-31. (EOM=31)
- % Discount	Customer, Vendor	2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.
- % Monthly Charge	Customer	2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.
Sales Tax Code	Customer, Vendor	3 characters, alphanumeric. Must match a preexisting tax code in the Tax Code List.
Credit Limit	Customer, Vendor	7 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.
Tax ID No.	Customer, Vendor	19 characters, alphanumeric
Volume Discount %	Customer, Vendor	2 characters, numeric before a decimal point and 2 characters, numeric after a decimal point.
Payment Method	Customer	20 characters, alphanumeric.
Payment Notes	Customer	255 characters, alphanumeric
Name on Card	Customer	50 characters, alphanumeric. Only available for credit card and debit card methods of payment.
Card Number	Customer	25 characters, alphanumeric. Only available for credit card and debit card methods of payment.
Expiration Date	Customer	10 characters, alphanumeric. Only available for credit card and debit card methods of payment.