Name (Company Name) (mandatory),CompanyGroupID (mandatory),CompanyID (optional),ExternalID (optional),Status (recommended),Description (optional),AccountManagerID (optional),Address (Address Line 1) (optional),Country (optional),County (optional),Town (optional),Postcode (optional),Phone (optional),URL (company website) (optional),Email (optional),Fax (Main Fax Line) (optional),Alternative…. (optional),Billing… (optional),Shipping... (optional),IndustryID (optional),CurrencyCode (optional),Tax Rate (optional),Tax Registration Number (optional),TaxExempt (optional),InvoiceDueDays (optional),InvoiceDueDaysType (optional),Notes (optional),ProvisionalBookingsOnly (optional),VatPrefix (EU VAT Profile) (optional),VatRegNumber (optional)
This is the name of the Account you want to import. This needs to be a key field within the import profile.,This is the Account Group ID of the Account Group you want this Account to come under. This must match an Account Group ID of an existing Account Group within your system.,"If you want to designate your own ID for your Account within the system, enter it here.","If your Account exists on another system and you need to reference this within the Account's details, you can enter an External ID into this field.",This field will determine which status your Account is imported as. We recommend entering a 1 for Enabled into this field,"If you need to import a description for your Account, enter it into this column.","Here, you can enter the User ID of a User you wish to designate as the Manager of this Account. The User must have a Manager Role within your system, and the ID must match their User ID.",This field will fill in the first line of your Account's address.,This field will fill in the Country field of your Account's address.,This field will fill in the County Field of your Account's Address,This field will fill in the Town field within your Account's Address,This field will fill in the postcode of your Account's address.,This field will fill in your Account's phone number,"If your Account has a website, you can enter into this column to be imported.",This field will fill in your Account's email address.,You can enter your Account's fax line in here,"All of the fields prefixed with ""Alternative"" will fill in the corresponding field within your Account's Alternative address. ","All of the fields prefixed with ""Billing"" will fill in the corresponding field within your Account's Billing address. ","All of the fields prefixed with ""Shipping"" will fill in the corresponding field within your Account's Shipping address. ","Here, you can enter an Industry ID that will link this Account to an Industry. This ID must match an Industry ID already in your system.",This is the Currency your Account opperates in. Leave blank for GBP.,This field is only necessary if you're importing training providers. This will add a tax rate to their Account Finance settings.,"If you want a tax registration number to be added to your Account, enter it here.","In this field, you can determine whether a company is tax exempt. Use 1 for yes, 0 for no.",This field is only necessary if you're importing training providers. This will add a figure to the Invoice Term Days field Account Finance settings.,"This field is only necessary if you're importing training providers. This will add an option to their Invoice Term Days Type field Account Finance settings. aysAfterInvoiceGeneration = 1, DaysBeforeEarliestStartDateReferencedByInvoice = 2, DaysAfterEarliestStartDateReferencedByInvoice = 4, DaysBeforeLatestEndDateReferencedByInvoice = 8, DaysAfterLatestEndDateReferencedByInvoice = 16","If you want to import notes for the company, enter them in this field.","You can determine whether users within this Account can only make provisional bookings. Enter a 1 to only allow provisional bookings, or a 0 to allow normal bookings.","Here, you can enter the two letter code for the VAT Prefix you wish your Account to use.","Here, you can enter your Account's VAT registration number"
A Local Business,HEADCOhcLS,LocalB123,LBX193,1,A business run locally.,elleng,10 Shipton Street,United Kingdom,Pembrokeshire,Stackpole,SA71 5EQ,17543192678,alocalbusiness.co.uk,alocalbuisness@hotmail.org,17543192678,,,,53,,25,12345,0,2,1,This is a small company.,1,GB,98765