Clients Property Import Fields

Part of successfully importing items/objects into PSA is the PSA Microsoft Excel Import template (in .xlsx), which contains the necessary predefined tabs which allow you to specify the item/object properties to import.

Click here to view the article detailing how to import items/objects using Excel.

PSA Microsoft Excel Import Template: Clients sheet

This article is designed to facilitate the smooth import of Clients into PSA using the Excel Import Template (.xlsx). It outlines the available fields, offering administrators concise descriptions to populate their Excel templates effectively. This resource aims to simplify the process, ensuring seamless Clients imports.

Let us delve into the key fields and empower you to efficiently transfer your Clients data into PSA.

Caution: Please be advised that it is recommended to fill all fields, even if no changes are intended. Leaving fields blank may result in some values reverting to their default settings.

Clients Property Import Fields	Definitions
Tenrox_Excel_Process_Status	Import status (populated by the system after the Client import is processed)
UniqueId	- Upon Creation: The Unique ID of a new Client is automatically populated by the system once the creation process is completed. - Upon Update: The Unique ID of Clients being updated must be entered by you, ensuring it matches the one initially generated by the system during the initial import. For further details on how to extract this Unique ID refer to Create a Report to View Unique Ids. Note: Do not edit this column if you are creating a new Client using Excel Import.
Name *	Defines the Name of the client (required field)
Client_Parent_Name	Defines the Name of the client under which a new client is created/client being modified or moved
Id	Defines the client's ID
Department	Defines the client's Department
Email	Defines the client's Email
Address1	Defines the client's Address Line 1
Address2	Defines the client's Address Line 2
City	Defines the client's City
Zip_Code	Defines the client's Zip/Postal code.
Account_Executive_Logon_Name	Defines the client's Account Executive's Logon Name
Account_Executive_Last_Name	Defines the client's Account Executive's Last Name
Account_Executive_First_Name	Defines the client's Account Executive's First Name
Is_Placeholder	Defines whether or not the Client is a placeholder Note: Enter 1/0 for Yes/No.
Is_Suspended	Defines whether or not the Client is suspended Note: Enter 1/0 for Yes/No.
Division	Defines the client's Division
State_Code	Defines the client's State Code. ---USA--- AL Alabama AK Alaska AZ Arizona AR Arkansas CA California CO Colorado CT Connecticut DE Delaware DC District Of Columbia FL Florida GA Georgia HI Hawaii ID Idaho IL Illinois IN Indiana IA Iowa KS Kansas KY Kentucky LA Louisiana ME Maine MD Maryland MA Massachusetts MI Michigan MN Minnesota MS Mississippi MO Missouri MT Montana NE Nebraska NV Nevada NH New Hampshire NJ New Jersey NM New Mexico NY New York NC North Carolina ND North Dakota OH Ohio OK Oklahoma OR Oregon PA Pennsylvania RI Rhode Island SC South Carolina SD South Dakota TN Tennessee TX Texas UT Utah VT Vermont VA Virginia WA Washington WV West Virginia WI Wisconsin WY Wyoming ---Canada--- AB Alberta BC British Columbia MB Manitoba NB New Brunswick NF Newfoundland NOWET Northwest Territories NS Nova Scotia NUNAVUT Nunavut ON Ontario PE Prince Edward Island PQ Quebec SK Saskatchewan YUKON Yukon ---Australia--- THU Australian Capital Territory NSW New South Wales NTER Northern Territory
Country_Code	Defines the client's Country: USA USA CANADA Canada AUSTRALIA Australia FRANCE France
Telephone	Defines the client's Phone number
Fax	Defines the client's Fax number
Description	Description of the client
Invoice_Tax_Group_Name	Tax Group
Invoice_Currency_Name	Currency
Invoice_Payment_Term_Code	Defines the client's Invoice Payment Term 2N30 2% - 10 days, Net 30 P90 90 day Multiple Payments COD COD Terms DUETLB Due by Invoice Date N30 Net 30 Days
Invoice_Exchange_Rate_Code	Defines the client's Invoice Exchange Rate CURRENTDATE Rate of the day INVOICESTARTDATE Invoice start date INVOICEENDDATE Invoice end date ENTRYDATE Entry date rate USERDEFINED User defined
Invoice_Override_Global_Number	Defines whether or not the Global Invoice Number will be overridden for the client Note: Enter 1/0 for Yes/No.
Invoice_Number_Prefix	Defines the client's Invoice number prefix Note: Invoice_Override_Global_Number must be set to 1 (Yes).
Invoice_Current_Number	Defines the client's Current Invoice number Note: Invoice_Override_Global_Number must be set to 1 (Yes).
Invoice_Enforce_Workflow	Defines whether or not a default Workflow is specified Note: Enter 1/0 for Yes/No.
Invoice_WorkflowMap_Name	Defines the client's Default Workflow if Invoice_Enforce_Workflow is set to 1.
Invoice_Overridable	Defines whether or not the default Workflow can be overridden at the invoice level Note: Enter 1/0 for Yes/No.
Invoice_Include_Billable_Time	Defines whether or not Billable Time is included in the client's Invoice Note: Enter 1/0 for Yes/No.
Invoice_Include_Billable_Items	This field has been removed from the user interface. Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Invoice_Include_Billable_Expenses	Defines whether or not Billable Expenses are included in the client's Invoice Note: Enter 1/0 for Yes/No.
Invoice_Include_Billable_Charges	Defines whether or not Billable Charges are included in the client's Invoice Note: Enter 1/0 for Yes/No.
Invoice_Include_SplitBilling_Projects	This field has been removed from the user interface. Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Invoice_Include_Time_Entry_Notes	This field has been removed from the user interface. Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Invoice_Include_Line_Item_Notes	This field has been removed from the user interface. Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Invoice_Time_Entry_Notes_Type	This field has been removed from the user interface. Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality
Invoice_Include_0_dollars_Time_Entries	Defines whether or not to Include zero amount Time Entries Note: Enter 1/0 for Yes/No.
Invoice_Show_0_dollars_Time_Entries_In_Reports	Defines whether or not to Show zero amount Time Entries in reports Note: Enter 1/0 for Yes/No.
Invoice_Display_Work_Done	This field has been removed from the user interface. Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Invoice_Hours_Per_Day	This field has been removed from the user interface. Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Invoice_Work_Unit	This field has been removed from the user interface. Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Invoice_Issuer_Logon_Name	Defines the client's Invoice Issuer contact Logon name
Invoice_Issuer_Last_Name	Defines the client's Invoice Issuer contact Last name
Invoice_Issuer_First_Name	Defines the client's Invoice Issuer contact First name
Invoice_Billing_Contact_Last_Name	Defines the client's Invoice billing contact last name (To the attention of field)
Invoice_Billing_Contact_First_Name	Defines the client's Invoice billing contact first name (To the attention of field)
Invoice_Note1	This note will appear right under the Client's billing address
Invoice_Note2	This note will appear at the bottom of the Invoice
Invoice_Note3	This note will appear at the footer section of the Invoice
Invoice_Cycle_Is_Based_On_The_Period_Definition	Defines if the Database start date is used as Invoice start date Note: Enter 1/0 for Yes/No.
Invoice_Next_Inv_Batch_Start_Date	Defines the client's Invoice Cycle Start Date Note: Invoice_Cycle_Is_Based_On_The_Period_Definition must be set to 0 (No). Set column format to Date ( MM/DD/YYYY).
Invoice_Cycle_Duration	Defines the first field in Invoicing cycle is every. Available options are: 1 Duration Unit 2 Duration Unit Note: Invoice_Cycle_Is_Based_On_The_Period_Definition must be set to 0 (No).
Invoice_Cycle_Duration_Unit_Code	Defines the second field in Invoicing cycle is every. Available options are: 1 Month(s) 2 Week(s) 3 Day(s) Note: Invoice_Cycle_Is_Based_On_The_Period_Definition must be set to 0 (No).
Client_Type	Defines the Client Type 0 Analyst 1 Competitor 2 Customer 3 Integrator 4 Investor 5 Partner 6 Press 7 Prospect 8 Reseller 9 Other 10 Standard client
Booking_Type	Defines the Client's Default Booking Type: 1 Hard Booked 2 Soft Booked
Invoice_Report_Template_Name	Defines the Client's Invoice Report Template name
Invoice_Accounts_Receivable_Name	Defines the Client's Accounts Receivable
Invoice_Payment_Term_Account_Name	Defines the Client's Payment Term