The table below shows the import format required for importing clients and suppliers.
Column |
Column Title |
Description |
Data Entry Field |
Data Type |
Format |
Mandatory |
Validation |
Examples |
A |
Company Name |
The name of the company |
Contacts -> Clients -> Name |
Text |
Any combination of numbers, characters and punctuation |
Yes |
Max length: 200 Cannot be in already (even if deleted) |
IRIS Enterprise |
B |
Company Type |
Whether the company is a client or a supplier |
N/A as companies are either entered on the Client tab or the Suppliers tab |
Text |
Only specified words allowed |
Yes |
“client”, “supplier”. Case insensitive |
Client or Suplier |
C |
Industry Sector |
The industry that the client operates in |
Contacts -> Clients -> Details -> Industry Sector |
Text |
Any combination of numbers, characters and punctuation |
No |
Must exist in your system. Cannot have been used more than once (even if deleted) |
Automotive |
D |
Invoice Prefix |
The text that is automatically inserted before the invoice number when creating a new invoice |
Contacts -> Clients -> Details -> Invoice Prefix |
Text |
Any combination of numbers, characters and punctuation |
No |
Max length: 10 |
PHM |
E |
A generic e-mail address for the company |
Contacts -> Clients -> Details -> Email |
Text |
<text>@<text>.<text> |
No |
Must be in e-mail format |
Phil.Goodman@ph-media.com |
|
F |
Phone |
The main switchboard phone number for the company |
Contacts -> Clients -> Details -> Phone |
Number |
|
No |
Must only contain numbers, brackets, or plus (+) symbol |
01273 748200 OR +44 (1273) 748200 |
G |
Fax |
The fax number for the company |
Contacts -> Clients -> Details -> Fax |
Number |
|
No |
Must only contain numbers, brackets, or plus (+) symbol |
01273 748200 OR +44 (1273) 748200 |
H |
Address 1 |
The first line of the companies address |
Contacts -> Clients -> Details -> Address 1 |
Text |
Any combination of numbers, characters and punctuation |
No |
|
Intergen House |
I |
Address 2 |
The second line of the companies address |
Contacts -> Clients -> Details -> Address 2 |
Text |
Any combination of numbers, characters and punctuation |
No |
|
75 Western Road |
J |
Town |
The town that the company is situated in |
Contacts -> Clients -> Details -> Town |
Text |
Any combination of numbers, characters and punctuation |
No |
|
Hove |
K |
County |
The county that the company is situated in |
Contacts -> Clients -> Details -> County |
Text |
Any combination of numbers, characters and punctuation |
No |
|
East Sussex |
L |
Postcode |
The postcode of the company |
Contacts -> Clients -> Details -> Postcode |
Text |
Any combination of numbers, characters and punctuation |
No |
|
BN3 2PN |
M |
Country |
The country the company is situated in |
Contacts -> Clients -> Details -> Country |
Text |
Any combination of numbers, characters and punctuation |
No |
|
United Kingdom |
N |
Website |
The web address of the company |
Contacts -> Clients -> Details -> Website |
Text |
Any combination of numbers, characters and punctuation |
No |
|
www.projectminder.com |
O |
Notes |
Any additional information about the company |
Contacts -> Clients -> Notes |
Text |
Any combination of numbers, characters and punctuation |
No |
|
A quality company that we want to do more business with |
P |
Accounts Reference |
The reference code used for this company in your accounting system |
Contacts -> Clients -> Details -> Accounts Ref |
Text |
Any combination of numbers, characters and punctuation |
No |
Max length: 50 |
PHM001 |
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