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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...
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Import Matrix: Journal Entries
Technical Documentation Example CSV file/table The first row is referred to as a header row, each row after is one line per account. Some data, such as Journal Number and Posting Date will repeat f...
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Import Matrix: Item Rate Sheets
Technical Documentation Item Rate Sheets Available Fields ActiveItem IDMarkupRate Sheet NameUnit Rate Matrix Field Name Key Field Required Valid Values Table Validation Table ...
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Import Matrix: GL Accounts
Technical Documentation NOTE: Credit Card Account Types require a Vendor ID for setup. Your Credit Card Vendor company record must already be set up before importing this account type into the syst...
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Import Matrix: Financial Budgets
Technical Documentation Menu > Accounting > Today Accounting > Financial Budgets Available Fields ActiveBudget NameClass IDClient IDDepartmentGL AccountGL CompanyMonth 1Month 10Month 11Month 12Mont...
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Import Matrix: Expense Report Items
Technical Documentation Menu > Admin/Manager > System Setup > Purchasing > Expense Report Items Available Fields ActiveAlways use Unit Rate for Gross AmountBilling Item IDClass IDDepartmentExpense ...
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Import Matrix: Employees
Technical Documentation CAUTION: Unlike other records in Workamajig, Active Employee records (and Full User Contacts) do have an impact on what you are billed per your contract user minimum. So be ...
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Import Matrix: Departments
Technical Documentation Departments Available Fields ActiveDepartment Name Matrix Field Name Key Field Required Valid Values Table Validation Table Field Validation Co...