The Following are the Column Headers of the account import csv file and description of what they are for:
Column | Description |
Company | The Name of the Account |
Type | insurance, insurance_claims_office, insurance_agency, Gerber, commercial_fleet, commercial_body Shop, commercial_rental, commercial_dealership, commercial, individual, vendor, non billable |
address | Line Address of the Account |
address2 | Second Address line, not required |
city | The City of the Address |
State | The State of the Address |
postal_code | The Customer's Zip code |
telephone | The Primary Customer phone number |
alternate_phone | Alternate Customer Phone number |
The Customer's Contact Email | |
contact_name | Name of Primary Contact |
pricing_profile_id | ID of default Pricing profile for this account |
instructions | Notes visible about the Account on the Job page |
account_manager_id | Omega user who manages this account |
terms | 0=COD, 15,30,45,60 are all Net of that many days |
tax_exempt | 1 for yes, 0 for no |
tax_exempt_number | Tax exempt number |
use_on_invoice | 1 for yes, 0 for no - Use as Default Customer Address |
processor | Number code for how this account invoices jobs: 1-LYNX, 2-SGC Program ID, 3-Email, 4-Fax Number, 5-HSG, 6-GNCS, 7-Teleglass, 8-Manual/printed, 9-Quest |
pid | Email or ID to send invoices to |
suppress_receipts | 1 for yes, 0 for no - Will not automatically send receipts when a job is finished to customers of this account |
suppress_automated_communication | 1 for yes, 0 for no - Like the above, but won’t send any automatic templates, etc |
campaign | Campaign name to use for the campaign on Invoices of this account |
Active | Determines if an account is active or not - "1" for Acitve, "0" for inactive |