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Format Guidelines for Your Account Import File
Format Guidelines for Your Account Import File

Guidelines for Account Imports

Written by Caleb Fahrner
Updated over a week ago

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


Here is a sample csv for the account import including all possible fields.

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