![]() ![]() The field displays in the Account box on the Main Invoice Tab along with the company's account ID. This field displays in the SIC Code field under the Company Profile Tab.Įnter the company tax ID here if you are required by law to print it on the invoice. This displays in the Employees field under the Company Profile Tab.Įnter the Standard Industrial Clarification code. This displays in the Annual Revenue field on the Company Profile Tab.Įnter the number of employees that are employed by this company. ![]() This displays in the Web Site field on the Company Screen.Įnter the annual revenue. For example, if you enter NZ instead of New Zealand, it may appear successful, but the data is not actually imported.Įnter the URL for the company website. Ensure it is typed in exactly as it is listed in the Country Setup Table or the import does not occur. If a contact has a different address line 1 or line 2 than the first record for the company, additional addresses (sites) are created.Įnter the country.Company address lines are used to create additional addresses for the Company on subsequent rows.This maps to the Company Screen and the Sites Tab. In order to add a new company, an entry in this field is required for the company and contact import to process. Note: If you do not enter a value for Company - Site Name, the batch ID number becomes the site name for the company.Įnter the first line of the company's physical address. If you want to add sites to an existing company, ensure the Company Name and Company ID in the import template exactly match the name and ID in PSA.Additional sites and addresses should be assigned to additional contacts for the company to create additional sites. The primary site should always be on the first record for a company. A new site is created when a value is entered in column E (Company - Site Name) for the identical company name.This maps to the Site field located on the Company Screen. This maps to the Fax field located on the Company Screen. The field cannot contain special characters, such as hyphens.Įnter the name of the company site. The field cannot contain special characters, such as hyphens.Įnter the company fax number. This maps to the Phone field located on the Company Screen. Important: If you are adding new sites or contacts to an existing company record, you must include the company ID as well as the company name in order to prevent a new company from being created.Įnter the company phone number. This field is displayed on the Company Screen. ![]() Any spaces entered in the company name is duplicated in the company ID. Text entered in the Company Name field is used to populate the Company ID field during the import if it is left blank.
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