All account record import files must be a CSV in the Standard Import File Format (SIFF).

This SIFF is as follows:

AccountTypeID,Detail1,Detail2,Detail3,Detail4,Amount1,Amount2,Description,Note

Definitions:

AccountTypeID =  AccountTypeID number in the ES100.

Detail1 = Matching field for associating import data to an account in the ES100.

Detail2 = Non-matching field – can be used for additional info.

Detail3 = Non-matching field – can be used for additional info.

Detail4 = Non-matching field – can be used for additional info.

Amount1 = Amount on which the compensation plan calculates commissions.

Amount2 = If an account has two different types of compensable revenues in one month.

Description = Non-matching field – can be used for additional info.

Note =  Can be used for additional info.

Note: Commas must be removed from fields prior to importing.