| Review the available fields and field requirements for importing Products into Ordway. |
A Product import includes the Products and Transaction Posting Entries tabs.
Contents
- Before you begin
- Product imports
- Field requirements
- Products tab
- Transaction Posting Entries tab
- Related topics
Before You Begin
- Review How to Build an Import File to learn how to prepare an import file.
- Review Step 2: Import Data for information about importing data.
- Download the Product import template from the Import Wizard.
- Make sure you have the required permissions to import Products.
Product Imports
A Product import file includes the following tabs:
- Products — Contains the fields available for importing Products.
- Transaction Posting Entries — Contains the fields available for importing Transaction Posting Entries for Products.
Field Requirements
The following indicators identify field requirements:
| Indicator | Description |
|---|---|
| X | Required for the specified operation. |
| * | May be required based on company settings, enabled features, or other selections. |
| — | No specific requirement is defined for the operation. |
Products Tab
The Products tab contains the fields used to create and update Product records.
| Field | API name | Type | Required | Valid values | Notes |
| ID | id | Text | — | — | Identifies the Product. |
| External ID |
external_id |
Text | — | — | An external identifier for the Product. |
| Name | name |
Text | X | — | Required when creating a Product. |
| SKU | sku | Text | — | — | Product SKU. |
| Status | status | Text | — | Active, Inactive | If not provided, the Product uses the default status configured by Ordway. |
| Description | description | Text | — | — | Description of the Product. |
| Taxable | taxable | Boolean | — | Yes, No | Indicates whether the Product is taxable. |
| List Price | price | Currency | — | — | Specifies the Product's list price. |
| Product Tax Group Name | product_tax_group_id | Text | — | — | Specifies the Product tax group associated with the Product. |
| Show Revenue Schedules | show_revenue_schedules | Boolean | — | Yes, No | Available when Finance is enabled. Indicates whether revenue schedules are shown for the Product. |
| Revenue Rule ID | revenue_rule_id | Text | — | — | Specifies the revenue rule associated with the Product. Revenue recognition behavior depends on the revenue rule and company configuration. |
| Recognition Start Date | recognition_start_date |
Text | — | Billing Start Date, Completion Date, Charge Start Date, Term Start Date, Invoice Date, Custom, Contract Effective Date | Specifies the event used to determine when revenue recognition starts. |
| Recognition End Date | recognition_end_date | Text | — | Charge End Date, Term End Date, Custom | Specifies the event used to determine when revenue recognition ends. |
| Auto_TextareaCustomField |
auto_textareacustomfield |
Textarea | — | — | Custom field. Availability depends on your Ordway configuration. |
| Product | product | Text | — | — | Product field available in the import te |
Recognition Start Date
The Recognition Start Date field supports the following values:
- Billing Start Date
- Completion Date
- Charge Start Date
- Term Start Date
- Invoice Date
- Custom
- Contract Effective Date
Recognition End Date
The Recognition End Date field supports the following values:
- Charge End Date
- Term End Date
- Custom
Custom fields
Custom fields can be included in the Products tab.
The import template provided in the source data includes the following custom field:
-
Auto_TextareaCustomField
- API name: auto_textareacustomfield
- Type: Textarea
Transaction Posting Entries tab
The Transaction Posting Entries tab contains fields for Product transaction posting entries.
| Field | API name | Type | Required | Valid values | Notes |
| Product ID | product_id | Text | — | — | — |
| Transaction Type | transaction_type | Text | — | Orders/Contract, Invoice Posting, Revenue Schedule, Credit | — |
| Debit Account | debit_account | Text | — | — | — |
| Credit Account | credit_account |
Text | — | — | — |
Transaction Type
The Transaction Type field supports the following values:
- Orders/Contract
- Invoice Posting
- Revenue Schedule
- Credit
Example
The following example shows a Product ID, transaction type, debit account, and credit account:
| Product ID | Transaction Type | Debit Account | Credit Account |
| P-00001 | Invoice Posting | 1200 | 4900 |
Import comments
You can add comments to the import file by starting a row with #. Any row that starts with # is ignored during import.
For example:
| # This row will be ignored during import |
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