Supported Subrecord Imports

The following table shows the subrecords for which you may be able to add or update data through CSV imports. These subrecords depend upon the features enabled in your account. You can see the subrecords available in your account for a particular record type on the Import Assistant's Field Mapping page.

Note:

Some related data may be structured as a sublist rather than as a subrecord of a record type. If you do not see a subrecord in the table below, see Supported Sublist Imports to check if the data is set up as a sublist instead.

Record Type

Subrecord

Classification: Location

Return Address

Transactions: Cash Sale

Billing Address

Items — Inventory Detail

Shipping Address

Transactions: Check

Items — Inventory Detail

Items — Landed Cost

Transactions: Credit Memo

Billing Address

Items — Inventory Detail

Shipping Address

Transactions: Estimate

Billing Address

Items — Inventory Detail

Shipping Address

Transactions: Inbound Shipment

Inventory Details

Items — Landed Cost

Transactions: Inventory Transfer

Adjustments — Inventory Detail

Transactions: Invoice

Billing Address

Items — Inventory Detail

Shipping Address

Transactions: Purchase Order

Billing Address

Items — Inventory Detail

Shipping Address

Transactions: Return Authorization

Billing Address

Items — Inventory Detail

Shipping Address

Transactions: Sales Order

Billing Address

Items — Inventory Detail

Shipping Address

Transactions:Transfer Order

Items — Inventory Detail

Shipping Address

Transactions:Vendor Bill

Items — Inventory Detail

Items — Landed Cost

Transactions: Vendor Credit

Items — Inventory Detail

Transactions: Vendor Return Authorization

Items — Inventory Detail

Related Topics

Tips for Successful CSV Imports
Sublist Data Import
Importing Subrecord Data
Effects of Auto-Generated Numbers during Imports
General CSV File Conventions
Tips for Using Numbers in CSV Files
Boolean Values in CSV Files
Avoiding Errors for Commas and Other Delimiter Symbols within CSV File Fields
Delimiters for Hierarchical and Multi-Select Fields
Name References
State and Province Names for CSV Import
Country Names for CSV Import

General Notices