Importing/Exporting Payment Terms

Use this import to create new payment terms in Fishbowl.

Formatting the Data

You must create a CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.

Each row of data should look like this:
TermsName,PaymentType,NetDays,Discount,DiscountDays,DueDate,NextMonth,DiscountDate,Default,Active.

There must be a header row detailing which columns have been specified so Fishbowl knows which columns were entered. The TermsName column must be the first column listed, but all others may be in any order.

All fields will be one of two types:

Text - A textual value. May contain any character, but if it contains a line break, comma or double quote, it must be wrapped with double quotes on both ends. If a field is wrapped, all text must be inside the double quotes. Double quotes in the text value must be doubled to import properly.
Numeric - A decimal number greater than or equal to zero.

CSV Fields Used to Import/Export Payment Terms

Column Name	Type	Description
TermsName	Text (30 chars)	Payment Terms Name *Required*
TermsType	Text	Payment Terms Type Net Month None Required not used for CIA, COD or CCD terms types
Net Days	Numeric (9 digits)	Days for this Net payment term. The net due in * days. Required for Net type payment terms**
Discount	Numeric	Discount value for the terms. Note: Discount must be 100% or less, accepts up to 3 decimals *Required for Net & Month type payment terms*
DiscountDays	Numeric	Discount if paid within * days. Required for Net type payment terms**
DueDate	Numeric (<31 days)	Net Due before the * day of the month. Required for Month type payment terms**
NextMonth	Numeric	Due the next month if issued within * days of the due date. Required for Month type payment terms**
DiscountDate	Numeric	Discount if paid before the * day of the month. Required for Month type payment terms**
Default	Text	Whether the Terms are default terms (true) or not (false). Defaults to false.
Active	Text	Whether the Terms are active (true) or inactive (false). Defaults to active.

Format of the CSV file

In order to import your data, you must first export it to a comma separated values (CSV) text file. All major spreadsheet programs can export data in this format. If you do not know how to export your data to a CSV file, please refer to the documentation of your spreadsheet program.

When exporting to CSV format, make sure to verify the following:

The data is formatted properly (see the first section)
The file must contain column names in the first row, using the column names in the table above.
Commas are used to separate fields
Text values are surrounded by double quotes