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Import Matrix: Purchase Items
Technical Documentation System Setup: Purchase Items Available Fields ActiveAlways use Unit Rate for Gross AmountBilling Item IDClass IDDepartmentExpense Account NumberItem IDItem NameMarkupQuanti...
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Import Matrix: Project Types
Technical Documentation Project Types Available Fields ActiveDescriptionNext Project NumberProject Number PrefixProject Type Matrix Field Name Key Field Required Valid Values Table ...
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Import Matrix: Project Status Codes
Technical Documentation Field Name Key Field Required Valid Values Table Validation Table Field Validation Comments Allow Expense Entries Yes No ...
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Import Matrix: Project Billing Codes
Technical Documentation Project Billing Status Codes Available Fields ActiveDisplay OrderNameStatus ID Matrix Field Name Key Field Required Valid Values Table Validation Table ...
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Import: Projects
Technical Documentation We recommend that if you are importing projects to then use the "Copy Tasks from Project Number" column in your import vs trying to import each unique task. This allows for ...
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Import Matrix: Print Items
Technical Documentation New Manual Insertion Order Available Fields ActiveBilling Item IDClass IDCommissionDepartmentExpense Account NumberItem IDItem NameSales Account NumberStandard DescriptionS...
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Import Matrix: Payment Terms
Technical Documentation Payment Terms Available Fields DaysPayment Term Matrix Field Name Key Field Required Valid Values Table Validation Table Field Validation Commen...
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Import Matrix: Opportunities
Technical Documentation Salesperson: Opportunities Available Fields Actual Close DateCompany NameCompetitorsDate ConvertedDescriptionDivisionDue Date of EstimateEstimate OpportunityFolderForecasted...
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Import Matrix: Offices
Technical Documentation Offices Available Fields ActiveNext Project NumberOffice IDOffice NameProject Number Prefix Matrix Field Name Key Field Required Valid Values Table Validati...
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Import Matrix: Leads
Technical Documentation Please review Importing Companies/Contacts/Leads for more info. Available Fields ActiveAnniversaryAssistantAssistant EmailAssistant PhoneBirthdayBusiness Address 1Business A...