Import File Examples

The following examples illustrate how sublist lines are handled when the import file contains sublist data for different numbers and types of sublists.

Import File with Sublist Data for a Multiline Sublist

The following example shows a customer payment import file that contains data for body fields and for the Invoices sublist. The external ID, the customer name, and the date are body fields. The invoice ID and the payment amount are sublist fields.

External ID

Customer

Date

Invoice ID

Payment Amount

CP-001

John Woodhouse

4/25/2017

INV-004

10000

CP-001

INV-115

5800

CP-001

INV-229

6200

CP-002

Tim Johnson

4/29/2017

INV-532

5600

CP-002

INV-938

9800

Import File with Sublist Data for More Than One Multiline Sublists

The following example shows a credit memo import file that contains data for body fields and for two different sublists, the Item sublist and the Apply sublist. The external ID and the customer name are body fields. Item and quantity are fields on the Item sublist. Apply and payment are fields on the Apply sublist.

External ID

Customer

Item

Quantity

Apply

Payment

CM-PT3–042601

ABC Trucking

Carburetor MK60

10

EXTINV02134

2500

CM-PT3–042601

Carburetor MK65

3

EXTINV02183

1500

CM-PT3–042601

EXTINV02190

750

CM-PT3–042602

Happy Day Motors

EXTSO12456

500

CM-PT3–042603

Smithson Auto Body

Alternator BS40

2

EXTINV02210

1200

CM-PT3–042603

Alternator BS52

3

EXTINV02199

300

Import File with Sublist Data for a Multicolumn Sublist

The following example shows a custom list import that contains data for body fields and for the fields of the Translation sublist in two languages. The custom list name and ID are body fields. Language and translation are fields on the Custom List Translation sublist.

Custom List Name

Custom List ID

Language 1

Translation 1

Language 2

Translation 2

Electronics

_electronics

German

Elektronik

French

electronique

Computers

_computers

German

Computer

French

ordinateur

Musical instruments

_musical_instruments

German

Musikinstrumente

French

instruments de musique

Import File with Sublist Data for More Than One Multicolumn Sublists

The following example shows a customer import that contains data for body fields and for the fields of two different multicolumn sublists, the Customer Credit Cards and the Customer Currencies sublists. The customer and company name are body fields. The credit card number and expiration date are fields on the Customer Credit Cards sublist. Currency is a field on the Customer Currencies sublist.

Customer

Company Name

CC Number 1

Expiration Date 1

CC Number 2

Expiration Date 2

Currency 1

Currency 2

Hannah King

King Enterprises

1111 2222 3333 4444

Jun-17

2222 3333 4444 5555

Sep-19

USD

AUD

Holly Fleming

Flemingway Inc.

3333 4444 5555 6666

Nov-23

5555 6666 7777 8888

Nov-20

CZK

EUR

Import File with Sublist Data for Both Multiline and Multicolumn Sublists

The following example shows a credit memo import that contains data for body fields and for the fields of both multiline and multicolumn sublists. The external ID and customer name are body fields. Apply and payment are fields on the Apply sublist. Accounting book and exchange rate are fields on the Credit Memo Accounting Books sublist.

External ID

Customer

Apply

Payment

Accounting Book 1

Exchange Rate 1

Accounting Book 2

Exchange Rate 2

CM-PT3–042601

ABC Trucking

EXTINV02134

2500

Accounting UK

1.2

Accounting US

1.5

CM-PT3–042601

EXTINV02183

1500

CM-PT3–042601

EXTINV02190

750

CM-PT3–042602

Happy Day Motors

EXTSO12456

500

Accounting UK

0.85

Accounting US

1.3

CM-PT3–042603

Smithson Auto Body

EXTINV02210

1200

Accounting AU

1.8

CM-PT3–042603

EXTINV02199

300

Related Topics

General Notices