Refer to the following tables providing all available fields along with required fields when importing Products. Note: Importing Products includes a tab for both Products & Transaction Posting Entries.
Key
X indicates a required field.
* indicates the field may be required based on settings and/or additional selections.
Products Tab
| Fields | Create | Update | Valid Values | Notes |
| ID | * | X | Required when creating new products with transaction posting entries. This ID links the rows between both Excel Sheets. | |
| Name | X | |||
| SKU | ||||
| Status | -Active (default) -Inactive |
If not provided, defaults to Active. | ||
| Description | ||||
| Taxable | If not provided, defaults to No. | |||
| List Price | X | If not provided, defaults to 0.00. | ||
| Show Revenue Schedules | Only visible when finance is enabled. | |||
| Revenue Rule ID | * | If Finance is enabled for your company, you can set a revenue rule by providing the revenue rule id. If not provided, defaults to recognize on invoicing. | ||
| Recognition Start Date | * | - Billing Start Date - Completion Date - Charge Start Date |
If revenue rule id is "Recognize on Invoicing" this field will default to Invoice Date. Otherwise this is a required field. |
Transaction Posting Entries Tab
Use this tab to override the default GL Accounts for specific types of transactions on each Product.
Please refer to this article for more information on the default GL accounts and updating accounting information for specific transaction types such as Orders/Contracts, Invoice Posting, and Revenue Schedules.
*Note: When updating Tiers or Transaction Posting Entries, you must include all of the records and fields in the import file. The import process overwrites the records on update by deleting all of the records for that Product and creating new records from the import file.
| Transaction Posting Entry | Create | Update | Valid Values | Included if finance is enabled. If revenue rule is not provided or is Recognize on Invoicing, this is optional. |
| Product ID | * | * | Required when creating new products with transaction posting entries. This ID links the rows between both Excel Sheets | |
| Transaction Type | X | X | - Orders/Contracts - Invoice Posting - Revenue Schedule |
If not provided, defaults to Invoice Posting. |
| Debit Account | X | X | ||
| Credit Account | X | X |
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