Supported Subrecord Imports
The following table shows the subrecords for which you may be able to add or update data through CSV imports. These subrecords depend upon the features enabled in your account. You can see the subrecords available in your account for a particular record type on the Import Assistant's Field Mapping page.
Some related data may be structured as a sublist rather than as a subrecord of a record type. If you do not see a subrecord in the table below, see Supported Sublist Imports to check if the data is set up as a sublist instead.
Record Type |
Subrecord |
---|---|
Classification: Location |
Return Address |
|
|
Transactions: Cash Sale |
Billing Address |
— |
Items — Inventory Detail |
— |
Shipping Address |
|
|
Transactions: Check |
Items — Inventory Detail |
— |
Items — Landed Cost |
|
|
Transactions: Credit Memo |
Billing Address |
— |
Items — Inventory Detail |
— |
Shipping Address |
— |
|
Transactions: Estimate |
Billing Address |
— |
Items — Inventory Detail |
— |
Shipping Address |
|
|
Transactions: Inbound Shipment |
Inventory Details |
— |
Items — Landed Cost |
|
|
Transactions: Inventory Transfer |
Adjustments — Inventory Detail |
|
|
Transactions: Invoice |
Billing Address |
— |
Items — Inventory Detail |
— |
Shipping Address |
|
|
Transactions: Purchase Order |
Billing Address |
— |
Items — Inventory Detail |
— |
Shipping Address |
|
|
Transactions: Return Authorization |
Billing Address |
— |
Items — Inventory Detail |
— |
Shipping Address |
|
|
Transactions: Sales Order |
Billing Address |
— |
Items — Inventory Detail |
— |
Shipping Address |
|
|
Transactions:Transfer Order |
Items — Inventory Detail |
— |
Shipping Address |
|
|
Transactions:Vendor Bill |
Items — Inventory Detail |
— |
Items — Landed Cost |
|
|
Transactions: Vendor Credit |
Items — Inventory Detail |
|
|
Transactions: Vendor Return Authorization |
Items — Inventory Detail |
Related Topics
- Tips for Successful CSV Imports
- Sublist Data Import
- Importing Subrecord Data
- Effects of Auto-Generated Numbers during Imports
- General CSV File Conventions
- Tips for Using Numbers in CSV Files
- Boolean Values in CSV Files
- Avoiding Errors for Commas and Other Delimiter Symbols within CSV File Fields
- Delimiters for Hierarchical and Multi-Select Fields
- Name References
- State and Province Names for CSV Import
- Country Names for CSV Import