The client and supplier fields listed below can be imported into AroFlo.
- Any headings in your file do not have to match the field name we have in AroFlo. (E.g. Your file may have 'given name' and AroFlo has 'first name')
- If a field you require is not shown, you can add custom fields in AroFlo before starting your import.
AroFlo comes with a pre-built Training Client and Training Supplier so you can see a completed client or supplier card for reference.
Field |
Definition |
|---|---|
| Client / Supplier Name | Company/Business name. *Required field |
| Primary Contact First Name | First name of your contact person at that business. *Required field |
| Primary Contact Last Name | Last name of your contact person at that business. *Required field |
| EIN | Client's Employee Identification Number. |
| Client Note | A generic message which appears on the client card e.g. ‘Ensure invoices are sent to accounts’ |
| Client Short Name | Short name for client (max. 6 characters) |
| Primary contact person's email address | |
| Fax | Client's primary fax number |
| Mobile (Cell) Phone | Primary contact person's cell phone number |
| Parent Client | Name of the Parent Client (if applicable). This client will be added as a Child Client. |
| Phone | Primary contact person's phone number |
| Terms Note | Information relating to client's trading terms |
| Transaction Terms | Transaction terms for this client as per Site Admin (e.g. 30 Days) Import values Check how AroFlo formats this data by going to Create > Client. Check the 'Terms' dropdown menu to see the options available. |
| Website | Client's primary website |
| City | Client's location suburb |
| Company Address | Client's location street address (No. and street) |
| Company Location Name | Client's location name (e.g. Level 8 Building 1) |
| Country | Client's location country |
| Zip Code | Client's location zip code |
| State | Client's location state |
| GPS - Latitude | GPS Coordinates - Latitude |
| GPS - Longitude | GPS Coordinates - Longitude |
| Is Individual? | A checkbox to specify if your client is an individual (e.g. domestic work for a homeowner) Import values The Individual field can have the values '1', 'yes', 'y', 't', 'true', 'on', 'checked', 'filled', or 'individual'. |
| Mailing Address | Client's mailing street address (No. and street or PO Box) |
| Mailing City | Client's mailing suburb |
| Mailing Country | Client's mailing country |
| Mailing Location Name | Client's mailing location name (e.g. Level 8 Building 1) |
| Mailing Zip Code | Client's mailing zip code |
| Mailing State | Client's mailing state |