Section 10: Importing Data > Data Imports for Main Modules

Importing Warranty Cards

This data import will import records for the Warranty Cards main module (see Warranty Cards).

Imported Fields

AYS Field

Field Name Matching

Notes and Data Validation

Make

Make

Make of the item under warranty. A text string of up to 30 characters. It is a required field and may not be empty.

Model

Model

Model of the item under warranty. A text string of up to 40 characters.

Description

Description or Desc

Item description of the item under warranty. A text string of up to 60 characters.

This field will only be imported for licensed users of version 2.6 and higher.

Category

Category or Ctgy

Make and model category of the item under warranty. A text string of up to 20 characters.

Serial No.

SerialNumber, SerialNo, or SerNo

Serial number of the item under warranty. A text string of up to 15 characters.

Reference 1

Reference1, Ref1, Reference, or Ref

Reference 1. A text string of up to 30 characters for licensed users of version 2.3 and higher, or up to 15 characters for all other versions.

Reference 2

Reference2 or Ref2

Reference 2. A text string of up to 30 characters for licensed users of version 2.3 and higher, or up to 15 characters for all other versions.

Customer No.

CustomerNumber, CustomerNo, or CustNo

Customer account number. A customer number from 0 to 9999999 or an alphanumeric customer quick code of up to 7 characters. The customer record must already exist. A customer number of 0 means a miscellaneous customer.

Customer Name

CustomerName, CustName, or Name

Customer name. A text string of up to 70 characters for licensed users of version 2.5 and higher, or up to 50 characters for all other versions. It is a required field and may not be empty.

Contact Name

ContactName, Contact, or Cont

Shipping contact name of customer. A text string of up to 32 characters.

Address Line 1

AddressLine1, Address1, Addr1, Address, or Addr

Shipping address line 1 of customer. A text string of up to 32 characters.

Address Line 2

AddressLine2, Address2, or Addr2

Shipping address line 2 of customer. A text string of up to 32 characters.

City

City

Shipping city of customer. A text string of up to 32 characters.

Province/State

Province, State, Prov, Stat, or County

Shipping province/state of customer. A text string of up to 32 characters.

Postal/Zip Code

PostalCode, ZipCode, Post, or Zip

Shipping postal/zip code of customer. A text string of up to 10 characters.

Country

Country or Ctry

Shipping country of customer. A text string of up to 32 characters.

Business Phone

BusinessPhone, Bus, Work, or Phone

Shipping business phone number of customer. A text string of up to 23 characters.

Home Phone

HomePhone or Home

Shipping home phone number of customer. A text string of up to 23 characters.

Mobile Phone

MobilePhone, Mobile, or Cel

Shipping mobile phone number of customer. A text string of up to 23 characters.

Fax

Fax

Shipping fax number of customer. A text string of up to 23 characters.

E-mail

Email

Shipping e-mail address of customer. A text string of up to 200 characters for licensed users of version 2.7 and higher, or up to 50 characters for all other versions.

Date Purchased

DatePurchased, Purchased, or Purch

Date the item under warranty was purchased (and that the warranty begins). A date value.

From Account

FromAccount or FromAcct

Customer account number of store at which the item under warranty was purchased. A customer number from 0 to 9999999 or an alphanumeric customer quick code of up to 7 characters. The customer record must already exist. A customer number of 0 means a miscellaneous customer.

From Location

FromLocation, FromLoc, Location, or Loc

Name of the store at which the item under warranty was purchased. A text string of up to 50 characters for licensed users of version 2.1 and higher, or up to 30 characters for all other versions.

Warranty Plan

WarrantyPlan, WarrPlan, WarPlan, or Plan

Warranty plan. A text string of up to 20 characters.

Warranty Period

WarrantyPeriod, WarrPeriod, WarPeriod, or Period

Warranty period. A number value or text string with a specific set of acceptable values. The number value 0 means no warranty. Number values less than 30 mean the number of years. Number values of 30 or more mean the number of days. All number values will be rounded up to the next valid warranty period. Acceptable text string values are None, 30 Days, 60 Days, 90 Days, 100 Days, 120 Days, 150 Days, 180 Days, 6 Months, 1 Year, 18 Months, 2 Years, 3 Years, 4 Years, 5 Years, 6 Years, 7 Years, 8 Years, 9 Years, 10 Years, or Lifetime.

Warranty Billing

CustomerToBill, BillingCustomerNumber, BillingCustomerNo, BillingNo, BillingAccount, BillNo, BillAccount, BillAcct, Billing, or Bill

Third-party customer account number to bill for this warranty. A customer number from 0 to 9999999 or an alphanumeric customer quick code of up to 7 characters. The customer record must already exist. A customer number of 0 means billing is not pre-assigned.

Notes to Print

NotesToPrint, PublicNotes, or Public

Printable notes for the warranty card. An unlimited text string.

Private Notes

PrivateNotes, Private, or Notes

Private notes for the warranty card (not to be printed). An unlimited text string.

 

If an existing record with matching data from the make field, the model field, the serial number field, the customer name field, and the warranty plan field is found then that record will be updated.

All fields are processed and validated as if the data was manually entered in each field from the warranty cards entry module (see Editing Warranty Cards). Fields are not validated for required field data as configured under warranty card module options (see module option “Required Warranty Card Fields” option under Warranty Card Module Options). If any required fields are missing then the user will be forced to enter them the next time the imported record is opened for manual editing.

Importing warranty cards is available only for licensed users of version 2.1 and higher, and is not available in the Repair Lite and Repair Micro editions.

(See also Exporting Warranty Cards.)

More:

Data Imports for Tools Modules