Import columns

From RPM Wiki

Table of contents
1 Summary
2 Forms
3 Agency
4 Rep
5 Customer
6 Customer location
7 Account
8 Staff
9 Rep ID
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Summary

Columns for some imports. The easy way to do imports is to start with one of our blank files with the columns already filled in.

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Forms

Only the "Number" column is required. Columns can be in any order.

  • Best practice: We recommend the Number column is A
Number Form number
New number Form number
Status A status level
Owner A staff user
Form set Repeating fields "add", a set form id, or null for the master form.
Note Add a note
Note for staff Add a note
{FIELD} A field name
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Agency

See Import agencies

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Rep

See Import reps

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Customer

See Import customers

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Customer location

See Import locations

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Account

See Import accounts

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Staff

See Import staff

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Rep ID

See Import rep IDs

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