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Field Mapping–Sales History – OneSource: Inventory for QuickBooks Online Field Mapping–Sales History – OneSource: Inventory for QuickBooks Online

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Field Mapping–Sales History

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This document explains each column in the @OSImport_SalesHistory_Template.xls file.  The @OSImport_SalesHistory_Template.xls file is the file used by you (and your OneSource Data Conversion Manager) to properly map and identify each field of data that you plan to import into OneSource.  For additional help with this document please contact your OneSource Data Conversion Manager at 866-204-4997.

Field Mapping Spreadsheet

Column Name

OneSource Field Type Field Length or Numeric Range Sample value Default Value

Additional Notes

           

Bill To Customer Number

Text 15 ABC12345   *** REQUIRED *** This field must contain a valid Customer Number that will be stored in the Customer’s table in OneSource.
Ship To Customer Number Text 15 ABC12346  

*** REQUIRED *** This field must contain a valid Customer Number that will be stored in the Customer’s table in OneSource.

Invoice Number

Text 20 Inv12345   *** REQUIRED *** This number is the Primary Key and MUST BE UNIQUE.
Invoice Date Date N/A 8/1/07  

Cannot be null (empty).

Customer PO Number

Text 20 334455    
Salesperson Text 30 John    

Quantity Ordered

Number (very large decimal) 10   Cannot be null (empty).
Quantity Shipped Number (very large decimal) 10  

Cannot be null (empty).

Item Number Text 50 ABC item  

Cannot be null (empty).

Item Description

Memo 65,535 ABC Item Description    
Unit Price (Before Discount) Currency 15 $20.00 $0.00

Discount

Number (very large decimal) .50 0%  
Net Unit Price (Including Discount) Currency 15 $10.00 $0.00

(This is not really an actual field in OneSource–since it is calculated from the Qty, Price, and Discount fields)

Bill to Contact Name

Text 255 John Doe   Contact Name printed on the Invoice Billing Address.
Bill To Company Name Text 255 ABC Company  

The company Name printed on the Invoice Billing Address.

Bill to Address

Text 255 12345 Somewhere Street   Street Address printed on the Invoice Billing Address.

Bill to City State Zip

Text 255 Anaheim, CA  92806  

City, State, and Zip printed on the Invoice Billing Address.

Ship to Contact Name Text 255 Mike Jones  

Contact Name printed on the Invoice Shipping Address.

Ship to Company Name

Text 255 ABC Company   The company Name printed on the Invoice Shipping Address.

Ship to Address

Text 255 456 Ave  

The street address printed on the Invoice Shipping Address.

Ship to City State Zip Text 255 City  

City, State, and Zip printed on the Invoice Shipping Address.

Invoice Number

Text 50 R123456 If you have this enter the actual number. If you don’t then make it the same number as the Sales Order Number (this will keep OS from thinking these past Sales Orders need to be Invoiced).

Date Shipped

Date N/A 08/01/07   The date the items were shipped.
Delivery Date Date N/A 08/02/07  

The date the items are scheduled for delivery.

Due Date Date N/A 08/21/07  

The date the Invoice is due.

*** NOTE: In order to provide the most user friendly Field/Column names, the Field Mapping Spreadsheet Column Names do not always match with the actual table field names in OneSource.  ***

Previous Field Mapping–Open Purchase Orders
Next Field Mapping–Suppliers & Vendors
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