Firm Addresses Import Fields

When you import firm address information, the import process adds new firm address information for each firm in the .CSV file that does not already exist in DPS.

Imported Firm Address Information

You can import any standard or custom data that you enter on any tabs in the Firms address area, with the exception of fields in grids.

Note that if the proper data match between fields is not allowed, the record will not be imported from the .CSV file and an error will be recorded to alert you of the issue.

The following table provides notes about some of the imported fields. (This is not a complete list of the fields you can import).

Field	Notes
Firm Number	You must map one of the following fields: Firm Number, Vendor Number, or Firm Name. The import process checks for an existing record. Duplicates are identified by matching on one of the following: Vendor Number Firm Name Exact Match on Firm Name Exact Match on Firm Alias If the name or number match, the record in the .CSV file is considered a duplicate. If no match is found, the firm number is displayed in the New Firm Records dialog box so you can indicate if you want a firm record created for it in DPS.
Vendor Number	You must map one of the following fields: Firm Number, Vendor Number, or Firm Name. The import process checks for an existing record. Duplicates are identified by matching on one of the following: Vendor Number Firm Name Exact Match on Firm Name Exact Match on Firm Alias If the name or number match, the record in the .CSV file is considered a duplicate. If no match is found, the vendor number is displayed in the New Firm Records dialog box so you can indicate if you want a firm record created for it in DPS.
Firm Name	You must map one of the following fields: Firm Number, Vendor Number, or Firm Name. The import process checks for an existing record. Duplicates are identified by matching on one of the following: Vendor Number Firm Name Exact Match on Firm Name Exact Match on Firm Alias If the name or number match, the record in the .CSV file is considered a duplicate. If no match is found, the firm name is displayed in the New Firm Records dialog box so you can indicate if you want a firm record created for it in DPS.
Firm Address fields	For new firms, the firm address fields are used as the primary location for that firm. If the firm already exists, the import process looks for a matching address for that firm. If it finds a match, the firm is not updated. If no match is found, the firm address is added to the firm.
State/Province and Country	The country in any address must match a country in the drop-down list of standard country names. If it does not, the Country field is left blank. If an address includes both a state and a country, the state in the .CSV file must match either a state code or state name in the drop-down list of standard states for that country. If it does not, the State/Province field is left blank. If an address includes a valid state code or name but not a country, the import process assigns the country for that state to the Country field.
Phone/Fax fields	The phone and fax fields are imported with all characters from the source file.
Firm Address checkboxes	These checkboxes indicate the type of address for the firm.
Tax Reg. # and Tax Country	These fields display if you have a subscription license to use the European Tax Validation service. Each address may have its own tax registration and country code information entered.
Description	If mapped, this field displays the description. If not mapped, the description defaults from the City and State.
Primary Address	One firm address is marked primary. If the primary field is not mapped, the first address that is listed for the firm is automatically marked as the primary. If the source file includes this field and a firm already has a primary address, the primary indicator of the existing address is removed. To indicate that an address is the primary, your source file must have Yes in this column. To leave this checkbox unchecked, the source file should have No in this column.
Drop-down fields	A field in the .CSV file that is mapped to a field in DPS that has a drop-down list of valid values must contain a value that exactly matches one of those valid values. If the value in the import file does not match a valid value for the field in DPS, the record will not be imported from the .CSV file and an error will be recorded to alert you of the issue.
Custom fields (general)	The format of data to be imported into a custom field must be compatible with the type of custom field. For example, you can only import numeric data into a number field. If the format is not correct, the record is not imported and you will be notified of the issue in the error log. The import continues through the rest of the records in your source file.
Custom date field	Dates to be imported into a custom date field should be in the date format specified in the My Preferences dialog box of the person who runs the import process. For example, if your date preferences are set to include the month before the day, then the dates in the import source file should also have the month before the day.
Custom drop-down field	Values to be imported into a custom drop-down field must match one of the standard values for that field. If a value does not match a standard value, the record is not imported and you will be notified of the issue in the error log. The import continues through the rest of the records in your source file. However, you can choose to not limit any drop-down to the list of values, which means users can enter a value that is not in a list. If that option is selected, then the record is imported with that value but the value is not added to the list of values for the field properties.
Custom lookup field	Values to be imported into a custom lookup field must match a name exactly. For employee or contact lookups, they must match either a first name + last name + firm or preferred name + last name + firm. For a firm lookup, they must match either a firm name or alias. If there is no match, the record is not imported and you will be notified of the issue in the error log. The import continues through the rest of the records in your source file.
Custom check boxes	Custom check boxes are selected (checked) if the imported value is either Yes or Y and are not selected if the value is No or N.