Read before following any of these instructions listed here: If your SmartBOL support contract has expired, follow these instructions at your own risk. SmartBOL Support does not provide any support without an active support contract. Please refer to support policies at www.smartbol.com/support.htm for support policies.


Main Menu | Data Import/ Export | Import Masters - Direct | Addresses

1. Import Type

Select Import Type - Addresses

Overwrite Record with matching Address ID or Product Code: Check this box if you would like to overwrite

Address or Product Records

2. Record Source

Please select one of the following option

CSV

QuickBooks (Run QuickBooks in the background or enter company path): Entire Address List will be imported in to SmartBOL. ( Master | Addresses)

•  Peachtree (Enter Company File Path such as C:\Program Files\Peachtree\Company\BCS. While Peachtree is running go to Help à Customer Support and Service à File Statistics. Company file path is located at the bottom of this screen): Entire Address List will be imported in to SmartBOL. ( Master à Addresses)

 

Mark addresses as Consignee or Bill To or Forwading Agent or Notify Party

3. CSV File Location.

 

  • Click Create Empty Template File button to create an empty CSV Template

  • Add records to the template file using Excel or Notepad. Make sure all required fields have data.

  • Now Click the Browse Button & select the CSV/ data file. Click Load Data button to Import records.

  • If import skipped any records, check import log for errors which is created in the same folder as the csv file

 

Field

Size

Type

Required

ID

15

 

Y

NAME

35

 

Y

ADDRESSLINE1

50

 

Y

ADDRESSLINE2

50

 

 

CITY

35

 

Y

STATE

35

 

Y

ZIP

10

 

Y

COUNTRY

35

 

 

WEBSITE

50

 

 

COMMENTS

200

 

 

CONTACTPERSON

35

 

 

CONTACTDESIGNATION

35

 

 

CONTACTPHONE

20

 

 

CONTACTCELL

20

 

 

CONTACTFAX

20

 

 

CONTACTEMAIL

35

 

 

CONSIGNEE

1

Y or N

 

BILLTO

1

Y or N

 

NOTIFYPARTY

1

Y or N

 

FORWARDINGAGENT

1

Y or N

 

SCAC

4

 

 

CARRIER

50

 

 

TERMS

12

 

 

LOCATION

25

 

 

BILLTOID

15

 

 

TAXID

20

 

 

 
All the fields in RED are Required Fields