When you import accounts to Omega, you’ll match each column in your import file to a field in your Omega Account. Certain types of fields like account type and invoice method, require a specific format to import correctly.
In this article, you’ll learn how to format each column in your file to get the best results when you import.
Fields Required
The following fields you’ll want to ensure are listed as the Header fields with the proper information listed into each column. This article here will provide detailed information on each of these fields.
The fields required are as follows:
company
type
address
address2
city
state
postal_code
telephone
alternate_phone
email
contact_name
pricing_profile_id
instructions
account_manager_id
terms
tax_exempt
tax_exempt_number
use_on_invoice
processor
pid
suppress_receipts
suppress_automated_communication
campaign
Example
Here is a sample csv for the account import including all possible fields.