Complete the Sales Data Import Spreadsheet

The Sales Data Import Spreadsheet can be used to import sales data in bulk.

Prerequisites and recommendations for importing a spreadsheet

This section contains prerequisites for importing a spreadsheet and recommendations to import spreadsheet data correctly.

Lucernex file import supports XLS, XLSX, and XML format.

Important!

Failure to comply the prerequisites and recommendations in this section, may result in incorrect data in the system.

Prerequisites

Recommendations

Do not change column header names
Do not add new sheets to the spreadsheet
Do not change the name of the spreadsheet tab, unless instructed to do so
Hide columns you do not plan to use, but do not delete them
Ensure the file extension of the import file matches the file type of a supported import file format such as XLS, XLSX, and XML.
To clear a field that currently contains a value in the system, type Null.
To skip entering a value in a field, leave the field in the spreadsheet blank.
Ensure all data exactly matches to avoid the system creating records with incorrect data. For example, contract names must include the same number of spaces.
Entering data on first available row after the header.
Avoid using special characters such as quotes and percentage signs
Enter dates in MM/DD/YYYY format.
To create a record, type FALSE in the Update Only column. To update a record, type TRUE in the Update Only column.
To enter multiple values for column headers with an asterisk * at the end, ensure each value is separated by a comma.

Download the Import Spreadsheet

Enter Your Data in the Spreadsheet

Field Definitions

The following table contains definitions for each field in the import spreadsheet. If you have questions about these fields, please contact your Accruent representative or Accruent Support.

Column	Database Field Name (Row 2)	Display Name (Row 3)	Instructions
A	UpdateOnly	UpdateOnly	Enter False in this field to create a new record in the system. Enter True in this field to update an existing record.
C	ProjectEntityID	ProjectEntityID	Enter the ProjectEntityID.
D	LxRecID	LxRecID	Leave this field blank. It will be automatically populated by the system.
E	ContractName	Contract Name	Enter the contract name. It is important that the contract name is formatted exactly as it appears in the system, including any spaces.
F - K	Sales.SalesAdjustment1 - Sales.SalesAdjustment6	Adjustment #1 - Adjustment #6	Enter any sales adjustments in Column F: Column K, the Adjustment#1 – Adjustment #6 columns.
L	Sales.CodeCurrencyTypeID	Currency	Enter the currency code of the sales. For example, US Dollars would be entered as USD. If you are unsure of the currency code, refer back to the values listed in the Currency field.
M	Sales.EffectiveDate	Effective Date	Enter the effective date of the sales in DD/MM/YYYY format.
N	Sales.GrossSalesAmount	Gross Sales Amount	Enter your gross sales amount.
O	Sales.NetSalesAmount	Net Sales Amount	Enter your net sales amount.
P	Sales.PostingDate	Posting Date	Enter the posting date of the sales data in DD/MM/YYYY format.
Q	Sales.CodeSalesCategoryID	Sales Category	Enter the sales category. Refer to the Sales Category to see the available sales categories. Sales data with the sales category Forecast cannot be used to generate transactions.
R	Sales.CodeSalesGroupID	Sales Group	Enter the sales group. Refer to the Sales Group to see the available sales groups.
S	Sales.ClientSalesID	Sales ID	If you have a custom identifier for sales, enter the sales ID.
T	Sales.SalesPeriod	Sales Period	Enter the sales period.
U	Sales.CodeSalesTypeID	Sales Type	Enter the sales type. Refer to the Sales Type to see the available sales types.
V	Sales.SalesYear	Sales Year	Enter the sales year.
W	Sales.UnitSalesCount	Unit Count	Enter the unit count.

Import Data

These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.

To import data: