Sales Order Import Mapped Fields

This article covers all of the fields which can be mapped to in the Sales Order Import utility, as well as a description of each field, the type of field and character limitations. Required and recommended fields are marked in bold.  Any value not mapped will use default values defined in Configuration Manager, or related to the existing Customer. Some legacy fields may show in the Sales Order Import mapping that are not included in this list, all such fields are no longer used.

*  see Code List article.

Order Detail Description Type(Length)
Base Price Base product price per unit (before discounts) Number
Display Price Product price per unit displayed on sales order Number
Line Discount Percent Discount percentage for product Number
Line Type * Line type used (‘P’, ‘C’ etc.)  – must match detail line code in Acctivate Char (1)
Price Code Price Code used for product – product must have established relationship with Price Code Char (3)
Price Unit  Unit of measure associated with the product price Number
Product Class ID Product Class related to product on sales order Char (8)
Product Description Description of product on sales order Char (4095)
Product ID  Product ID – must match existing Product ID in Acctivate Char (159)
Quantity Backordered Difference between Quantity Ordered and Quantity Scheduled Number
Quantity Ordered  Quantity of product ordered Number
Quantity Scheduled Quantity of product reserved on a sales order Number
Reference Reference for product on sales order Char (30)
Special Instructions Instructions for product on sales order Text
Tax Code  Tax Code used for product on sales order (Tax/Non) Char (3)
Unit  Unit of measure used for product on sales order Char (5)
Warehouse Warehouse ID used for product on sales order – must match Warehouse ID in Configuration Manager Char (6)
Order Header  Description Type(Length)
Alternate Customer ID Alternate Customer ID used in the customer window – used when creating new customers from the import Char (30)
Amount Paid Total payment amount related to the order  Number
Branch ID  Branch used for the order – must match the Branch setup in Configuration Manager Char (15)
Carrier Carrier used (UPS, FedEx, USPS etc.) for shipping – must match the Carrier setup in Configuration Manager Char (25)
Carrier Service Carrier Service used (Ground, Next Day, First Class etc.) for shipping – must match the Carrier Service setup in Configuration Manager Char (25)
CC/Check Number Credit Card or Check number used for payment – Credit Card or Check number selected based on the defined Method of Payment, as setup in Configuration Manager Char (65)
CC Address Credit Card address used for payment Char (41)
CC Expiration Date Expiration Date used on the Credit Card used for payment Date MM/YY
CC Expiration Month Only used if splitting the Credit Card expiration into separate fields for Month and Year Date MM
CC Expiration Year Only used if splitting the Credit Card expiration into separate fields for Month and Year Date YYYY
CC Name Name on Credit Card used for payment Char (41)
CC Zip Billing Zip Code on Credit Card used for payment Char (18)
Comment Comment on sales order Char (101)
Company Email Email field used on the Phone tab of the Customer window – used when creating new customers from the import Char (99)
Contact Email Address Contact Email address used on the Contacts tab of the customer window (for new customers), and the Contact used on the order Char (99)
Contact Fax Contact Fax number used on the Contacts tab of the customer window (for new customers), and the contact used on the order Char (50)
Contact First Name Only used if splitting the Contact Name into separate fields for First and Last name Char (50)
Contact Full Name Full Name (First and Last) of Contact used on the sales order Char (50)
Contact Last Name Only used if splitting the Contact Name into separate fields for First and Last name Char (50)
Contact Phone Number  Phone Number related to Contact used on order Char (50)
Contract ID Contract ID used on order Char (25)
Customer Account Number (QuickBooks) Account No field on the Credit tab of the customer window – used when creating new customers from the import Char (99)
Customer ID  Customer ID for existing customers or desired Customer ID for new customers Char (41)
Deleted If set to Yes, indicates that Order is Voided, Canceled or Deleted Yes/No
Don’t Ship After Date Specifies the Don’t Ship After date on the sales order Date DD/MM/YYYY
Don’t Ship Before Date Specifies the Don’t Ship Before date on the sales order Date DD/MM/YYYY
Entered By Acctivate User ID of the user entering the order – must match the User ID set in Configuration Manager Char (5)
Exchange Rate Used if order uses foreign currency Number
FOB FOB used on Shipping tab of sales order and FOB field on Ship To tab of the Customer window if creating a new customer Char (25)
Invoice Discount Amount Total discount amount applied to the Invoice Number
Invoice Discount Percent Total discount percentage applied to the Invoice Number
Job Number Job field on Additional Info tab of the sales order Char (20)
Location ID Customer Ship To Location ID used on the sales order – must match Location ID set on Ship to tab to the customer window, if importing order for an existing customer Char (41)
Marketing Code Mktg Code on Customer tab of the sales order – must match Marketing List Description in Configuration Manager Char (15)
Method Of Payment Must match Payment Method in Configuration Manager – selection will determine if payment type is Credit Card or non-Credit Card Char (31)
Order Date Order Date used for sales order Date DD/MM/YYYY
Order Number Acctivate Sales Order number Char (40)
Order Status * Order Status used on imported order – must match existing Acctivate Order Status code Char (1)
Order Type * Order Status used on imported order – must match existing Acctivate Order Type code Char (1)
PO Number Purchase Order number associated with imported order Char (20)
Reference Reference on sales order Char (30)
Reference 2 Ref 2 field on Additional Info tab of sales order Char (30)
Requested Ship Date Requested Ship Date on sales order Date DD/MM/YYYY
Sales Order Class Additional Info tab of the sales order – must match Class setup in QuickBooks – Used for QuickBooks Class Tracking Char (31)
Sales Tax Total Sales Tax amount on order Number
Salesperson ID Salesperson ID related to sales order – must match Salesperson ID in Configuration Manager Char (5)
Ship To Address 1  First customer Ship To line Char (41)
Ship To Address 2  Second customer Ship To line Char (41)
Ship To Address 3 Third customer Ship To line Char (41)
Ship To Address 4 Fourth customer Ship To line Char (41)
Ship To Attn  Ship To Attention for sales order Char (50)
Ship To City   Ship To City on sales order Char (31)
Ship To Country  Ship To Country on sales order Char (31)
Ship To Description Description of Ship To Address – not seen on sales order Char (30)
Ship To State  Ship To Address State Char (21)
Ship To Zip Ship To Address Zip Code Char (13)
Ship Via Ship Via used on Sales Order – must match Ship Via setup in Configuration Manager Char (25)
Shipment Promised Date Shipment Promised Date on Shipping tab of sales order Date DD/MM/YYYY
Shipping Charges Total Shipping Charges on sales order Number
Shipping Instructions Shipping Instructions on sales order Text
Sold To Address 1  First customer Sold To Address line Char (41)
Sold To Address 2 Second customer Sold To line Char (41)
Sold To Address 3 Third customer Sold To line Char (41)
Sold To Address 4 Fourth customer Sold To line Char (41)
Sold To City  Sold To City on sales order Char (31)
Sold To Country  Sold To Country on sales order Char (31)
Sold To Name  Name related to Sold To Address Char (41)
Sold To State Sold To Address State Char (21)
Sold To Zip  Sold To Address Zip Code Char (13)
Special Instructions Special Instructions on sales order Text
Tax Category ID Tax Category used on sales order – must match Tax Category in Configuration Manager Char (31)
Tax Code Defines a Taxable or Non-Taxable sale Tax/Non
Terms Code  Terms Code used on sales order – must match Terms in Configuration Manager Char (31)
Total Amount Total Amount on sales order Number
Web Customer ID  ID of Customer in the shopping cart Char (40)
Web Order Number  Order Number assigned by shopping cart Char (40)
Workflow Status  Initial Workflow Status used on imported sales order Char (80)

 

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Posted in Import Data, Web Store Integration - Last modified on April 18, 2016Matt Allen
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