The following table lists the fields available for import or export, with a brief description of the field and (when necessary) a character limit for the field. The Import? column identifies which fields are available for import (all are available for export).
Note: Job fields are exported using JOB.CSV as the default file name. Also, you can't import or export job beginning balances, so they must be handled manually.
|
Field Name |
Import? |
Description of Field |
Limit |
|---|---|---|---|
|
Job ID |
Y |
Alphanumeric - Job ID number |
Up to 20 characters |
|
Job Description |
Y |
Alphanumeric - Job Description |
Up to 30 characters |
|
Use Phases |
Y |
Boolean - Use Phases check box, valid choices are [True] or [False], where True=Uses phases and False=Does not use phases. (Sage 50 Premium Accounting and higher) |
|
|
Inactive |
Y |
Boolean - Inactive check box; valid choices are [True] or [False], where True=Inactive and False=Active. |
|
|
Supervisor |
Y |
Alphanumeric - Job´s supervisor name |
Up to 30 characters |
|
Customer ID |
Y |
Alphanumeric - Customer ID from customer list. |
|
|
Address Line 1 |
Y |
Alphanumeric - line one of the address of the job site |
Up to 30 characters |
|
Address Line 2 |
Y |
Alphanumeric - line two of the address of the job site |
Up to 30 characters |
|
City |
Y |
Alphanumerics - city in which the job site is located |
Up to 20 Characters |
|
State |
Y |
alphabetical - Two letter state abbreviation |
2 Characters |
|
Zipcode |
Y |
Zipcode of job site |
Up to 12 Characters |
|
Country |
Y |
alphanumeric - Country in which the job site is located |
Up to 15 Characters |
|
Start Date |
Y |
Date - Job starting date. Must be in ##/##/## (month/day/yr) format |
|
|
Projected End Date |
Y |
Date - Job ending date. Must be in ##/##/## (month/day/yr) format |
|
|
Actual End Date |
Y |
Date - Job ending date. Must be in ##/##/## (month/day/yr) format |
|
|
Job Status |
Y |
Alphanumeric - Must be a valid Job Status that was set up in Job Defaults |
Up to 20 characters |
|
Job Type |
Y |
Alphanumeric – Job type category |
Up to 8 characters |
|
PO Number |
Y |
Alphanumeric |
up to 20 characters |
|
Billing Method |
Y |
Numeric - 0 = No Progress Billing 1 = Percent of Contract 2 = Percent of Completion 3 = Percent of Proposal |
Valid numbers are 0-3. |
|
% Complete |
Y |
Real (Whole) number |
Valid numbers are 1-100 |
|
Labor Burden Percent |
Y |
Real (Whole) number |
Valid numbers 0.00-999.99 |
|
Retain Percent |
Y |
Real (Whole) number |
Valid numbers 0.00-100.00 |
|
Label for Job Custom Field 1 (entered in Jobs Defaults) |
Y |
Alphanumeric – The text value of what is entered in job custom field 1 in Maintain Jobs. |
Up to 40 characters |
|
Label for Job Custom Field 2 (entered in Jobs Defaults) |
Y |
Alphanumeric – The text value of what is entered in job custom field 2 in Maintain Jobs. |
Up to 40 characters |
|
Label for Job Custom Field 3 (entered in Jobs Defaults) |
Y |
Alphanumeric – The text value of what is entered in job custom field 3 in Maintain Jobs. |
Up to 40 characters |
|
Label for Job Custom Field 4 (entered in Jobs Defaults) |
Y |
Alphanumeric – The text value of what is entered in job custom field 4 in Maintain Jobs. |
Up to 40 characters |
|
Label for Job Custom Field 5 (entered in Jobs Defaults) |
Y |
Alphanumeric – The text value of what is entered in job custom field 5 in Maintain Jobs. |
Up to 40 characters |
|
Job Note |
Y |
Alphanumeric - Job note under the Note button. |
Up to 2000 characters |
|
Distribution Phase ID |
Y |
Alphanumeric - Must be a valid (saved) Phase ID. (Sage 50 Premium Accounting and higher) |
|
|
Distribution Cost Code ID |
Y |
Alphanumeric - Must be a valid (saved) Cost Code ID. (Sage 50 Premium Accounting and higher) |
|
|
# of Units |
Y |
Real Number (field will be blank for Beginning Balances) |
Max 999,999,999.99, Min -999,999,999.99 |
|
Distribution Estimated Expenses |
Y |
Numeric (Real) amount |
|
|
Distribution Estimated Revenues |
Y |
Numeric (Real) amount |