Tigerpaw 15 R2 Business Suite User Guide

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UIDE for the Tigerpaw Business Suite 15 R2*

February 29, 2016

* If you are running an earlier version of Tigerpaw, some features may not be available.

2201 Thurston Circle

Bellevue, NE 68005 www.tigerpawsoftware.com

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The information in this document is confidential and proprietary to Tigerpaw Software, Inc. (TSI). You may not reproduce, transmit, disclose or disseminate this document in any format, in whole or in part, to any entity other than licensed users without the express prior written consent of TSI. TSI makes no representation or warranties regarding the content of this document and assumes no liability or responsibility for any errors or omissions in the content. We reserve the right to revise this document at any time without notice.

Tigerpaw® is a registered trademark of Tigerpaw Software, Inc.. All other product and company names in this document are trademarks of their respective owners.

Contents ........................................................................................................................................................ 3

Import Overview ............................................................................................................................................ 4

Import Templates and Worksheets ............................................................................................................... 8

Import Checklist ............................................................................................................................................ 9

How to Run the Import Wizard .................................................................................................................... 13

Import Types and Available Fields .............................................................................................................. 27

Account Notes Import .......................................................................................................................... 28

Accounts Import .................................................................................................................................. 29

Export Customers from QuickBooks ........................................................................................... 36

Import QuickBooks Customers to Tigerpaw Accounts ................................................................ 39

Alternate Bill-to Addresses Import ....................................................................................................... 42

Alternate Ship-to Addresses Import .................................................................................................... 43

Circuits Import ..................................................................................................................................... 45

Contacts Import ................................................................................................................................... 47

Customer Inventory (Assets) Import ................................................................................................... 49

General Ledger Accounts Import ........................................................................................................ 52

Export G/L Accounts from QuickBooks ....................................................................................... 53

Import QuickBooks Accounts to Tigerpaw G/L Accounts ............................................................ 56

Manufacturers Import .......................................................................................................................... 59

Price Book Items Import ...................................................................................................................... 60

Vendor Price Lists ....................................................................................................................... 65

Export Product and Service Items from QuickBooks .................................................................. 65

Import QuickBooks Items ............................................................................................................ 68

Price Book Categories Import ............................................................................................................. 70

Sales Tax Districts Import ................................................................................................................... 70

Export Tax Items (Tax Districts) from QuickBooks ..................................................................... 72

Import QuickBooks Tax Items to Tigerpaw Tax Districts ............................................................ 75

Service Orders Import ......................................................................................................................... 76

SIC or NAICS Codes Import................................................................................................................ 80

Subcontractors Import ......................................................................................................................... 80

Tasks Import ........................................................................................................................................ 83

Vendors Import .................................................................................................................................... 85

Export Vendors from QuickBooks ............................................................................................... 89

Import QuickBooks Vendors ........................................................................................................ 91

Import Overview

The Tigerpaw Import Wizard lets you import 17 different types of new records and 5 types of updates to existing records, including accounts, price book items, subcontractors and vendors. This tool is a tremendous time-saver when initially setting up Tigerpaw or mass updating records, such as vendor price sheets. The Import Wizard is auto installed when you install the Tigerpaw Business Suite.

The wizard accepts these import sources. Refer to the "Import Sources/Formats" section in this topic for additional information about these sources.

Delimited text file extracted from the source database.

Microsoft Excel spreadsheet.

Connection to an ODBC data source, such as a SQL database.

CRITICAL: Never perform an import on your production database without first thoroughly testing the import on an ARCHIVE copy of your production database. Test imports allow you to verify the imported data and correct bad data or mismatched field mapping before importing into your live database.

Once the test imports are successful, create a BACKUP copy of the production database.

Importing bad data or values mapped to the wrong field can potentially corrupt your database and render it unusable. The BACKUP database ensures you can restore your production database if needed.

Import Types

The following import types are available:

Accounts Customer Inventory

Account Notes

Alternate Bill-to Addresses

General Ledger Accounts

Manufacturers

Alternate Ship-to Addresses

Circuits

Contacts

Price Book

Price Book Categories

Sales Tax Districts

Service Orders

SIC (or NAICS) Codes

Subcontractors

Tasks

Vendors

Account-Related Imports

For new databases, the following imports must occur after the Accounts import, as these imports require an account number, account ID, or A/R customer number to tie each record to an account.

Account Notes

Alternate Bill-to Addresses

Customer Inventory

Service Orders

Alternate Ship-to Addresses

Circuits

Contacts

Subcontractors

Tasks

Vendors

Custom Fields

These import types allow custom field imports. Custom fields defined in the Tigerpaw Business Suite automatically display as available fields in the Import Wizard.

Accounts

Contacts

Customer Inventory

Subcontractors

Vendors

Import Sources/Formats

The Import Wizard accepts the following formats for importing data into Tigerpaw Business Suite.

Source Format Description

Delimited plain text file File examples – .TXT, .CSV, .TAB and .ASC.

Delimiter examples – tab, semi-colon, comma, pipe and space.

Text qualifier (optional) – Identify the start and end of text field values (i.e. single quotes, double quotes, or none).

Excel spreadsheet

IMPORTANT: Microsoft Excel must be installed on the machine performing the import.

If you use Excel 2013, Excel must be open when you perform the import.

ODBC data source The Import Wizard supports any data source that is ODBC-compliant; that is, the database allows data access through an ODBC driver.

Source examples – MS Access, MS Excel, MS SQL Server, MS Visual

FoxPro, dBase and XML.

Import process – Set the source data link. Otherwise, the import is similar to importing text files.

NOTE: This format eliminates the need for import files, but it also eliminates the ability to remove bad or obsolete records from the import. All data cleanup must occur in the original source or in Tigerpaw Business Suite.

Import Process Flow

Following is a high level overview of the import process:

Import Wizard Process Flow

Following is an overview of the steps to run the Import Wizard:

Import Templates and Worksheets

Once your data is cleaned up and ready for import, the import process consists of 3 elements: the imported data source, an import wizard template and the Import Wizard utility.

Import Wizard templates save many of the settings you would manually selected in the wizard, including the mapping of each imported value to the appropriate Tigerpaw field. Every import must be run twice – once to test the import in an archive database and again to import the data into your live database.

Modifying and reusing a saved template help ensure the live import results match the test import results.

Templates also make it easy to run a recurrent import, such as price lists from a vendor. You can create multiple templates for the same import type, for example a separate price book import template for each vendor's price sheet.

Import templates are saved as .IWT files in the Import Templates subfolder of your Tigerpaw installation files. If the desired template is not already installed, download the .IWT file from the Training Resources page of Tigerpaw Academy and install the file in the Import Templates subfolder.

Online Document: Import Wizard Templates and Worksheets

Predefined import templates and matching Excel worksheets minimize or eliminate the time spent mapping imported values to Tigerpaw fields.

To take advantage of the predefined templates and worksheets, create import files from the predefined worksheets, including the exact same column order and blank columns for values not being imported. When running the Import Wizard, simply select the corresponding import template.

We provide two sets of templates and worksheets based on the export source.

QuickBooks Reports

Follow instructions in this document to create reports in QuickBooks and export the data to Excel in the format required by the QuickBooks (QB) import templates, such as QB Vendors.

Import Checklist

As you complete the checklist, resist the temptation to skip these critical steps:

Always test imports on an ARCHIVE database. This step lets you work out data and field mapping issues without affecting your live data. We have seen instances where email addresses imported into tax district fields and contact names ended up as invoice terms.

If you find incorrect field mapping or bad data corrupts the archive database, simply delete the archive database, create a new one, fix the import issue and retest the import. When you are satisfied with results on the archive database, the data is ready for your production database.

Always create a BACKUP database before importing into your live database. You may need to restore your data if you find additional records mapped to the wrong fields or the import fails and corrupts your database.

Always create a BACKUP database after importing into your live database. This step ensures you have a snapshot of your current data, should the database become corrupted before your next scheduled backup.

IMPORTANT: The only way to "reverse" a bad import on your live database is to revert to the backup version.

Training Video: Cleaning and Importing Data – Overview of the import process.

If you encounter issues importing an .XLSX file, save the file in .XLS format.

Excel 2013 only: Due to a quirk in Excel 2013, you must have Excel 2013 open on the desktop while importing spreadsheets or delimited text files.

Complete these steps for each import type:

Import Task Initials and

Completion

Date

Prepare for the Import

1. Review the import overview.

Related Topic: Import Overview (page 4).

Import Task

2. Read the Import Wizard User Guide topic for the type of data you're importing, such as accounts or price book items. Some import types require certain records to pre-exist in Tigerpaw Business Suite. For example, accounts must be set up before you import contacts or other account-related records.

3. Review the "Field Values You are Prompted to Enter on the Wizard" section of the import type topic.

Ensure the requested records are defined in the Tigerpaw Business

Suite.

In the import file or ODBC source, verify the required fields contain a value for each record.

4. Review the "Map the Imported Fields" section of the import type topic. This section contains the name, data type and any constraints for the fields available to import.

If creating a new template, use the table to map the imported field names to the Tigerpaw field names.

If importing an Excel spreadsheet in the specified format for generic or

QuickBooks imports, the imported fields are already mapped to an import template; you need only review the data types and constraints on imported values.

If importing data directly from an ODBC data source, skip to step 7.

If importing data from a delimited text file or Excel spreadsheet, continue with step 5.

5. Create the export file.

If importing from an application other than QuickBooks, download the appropriate Import Worksheet from the Training Resources page of Tigerpaw

Academy.

Online Document: Import Templates and Worksheets

If exporting from QuickBooks, follow the step-by-step instructions for the export type.

How to Run the Import Wizard

The rep performing the import must have access to the 'Can Import Data' security permission in the

General category.

Open Security: Menu bar > Tools > Options > Security

We recommend you run the Import Wizard outside of normal business hours, with all users logged out of the database to avoid a negative impact on system performance and eliminate the risk of conflicting saves on the same record. Setting the

Perform imports with exclusive access

field on the Security window ensures no one is logged in during imports.

For example the price book import updates an item that another user is currently editing. If the user saves the record first, the user's changes are lost when the import is saved. If the import saves the record first, the import changes are lost with the user's save.

NOTE: Due to a quirk in Excel 2013, you must have Excel 2013 open on the desktop while importing spreadsheets or delimited text files.

Open the Import Wizard: Start > All programs > Tigerpaw Business Suite > Tigerpaw > Right-click

Tigerpaw Import Utility > Run as Administrator. The Select a Template page displays.

You can create a new import definition template or use a saved template.

Follow these steps to run the wizard:

1. Determine whether to create a new import definition template or use an existing template.

Create a new import definition – Keep this setting if you are importing data in a custom format.

Use import template – If you followed instructions in the Import Wizard User Guide to create a generic import worksheet or QuickBooks export file, your Excel file is already mapped to an existing import template. Select this option and click to select the template matching the import type.

Related Topic: Import Templates and Worksheets

2. Click . The Set Tigerpaw SQL Server Connection page displays.

To use Windows NT integrated security, your SQL Server must be configured for

Windows or mixed-mode connections.

3. Select authentication information for connecting to the server.

If selecting "Use a specific user name and password", enter a valid

User name

and

Password

to access SQL Server. These fields are case sensitive. If you downloaded SQL Server Express from the

Tigerpaw Academy website and you did not modify the default login information, enter sa for the

User name

and Tigerpaw!1 for the

Password

NOTE: For security reasons, we recommend you change the default password.

4. In

Select SQL server

, click to select a server. If the server is not listed, click (Specify server), enter the server name or IP address and click .

5. In

Select database

, click to select the database name.

6. Click . The Log into Tigerpaw page displays.

The selected rep must have access to the 'Can Import Data' security permission in the

General category on the Security window.

7. Click to select a rep.

8. Enter the rep's password.

9. Click . The Choose the Type of Data Source page displays.

You can import data from a delimited text file, Excel spreadsheet, or the original data source.

10. Select the type of data source. If you select "Import from an Excel spreadsheet", Microsoft Excel must be installed on the machine performing the import.

11. Click . The data source type determines the fields displayed on the next page:

Source Type Instructions

Text File

The Select a Text File page displays.

Click (Specify file) beside

Import from text file

to select a file.

Excel

Spreadsheet

The Select an Excel Spreadsheet page displays.

Click (Specify file) beside

Import from Excel spreadsheet

to select an Excel spreadsheet.

Click .

ODBC Data

Source

The Select a Table page displays.

The first worksheet defaults. Click beside

Select a table

to choose a different worksheet.

The Select or Create a Data Connection page displays.

Select a connection option:

Use existing connection – Click to choose a connection.

Create new connection – Click . Enter a unique

Connection name

and specify whether to save the connection.

Click

The Create a Connection page displays.

Source Type Instructions

The Data Link Properties window displays.

Select the appropriate OLE DB provider.

Click .

On the Connection tab, enter the data source and login information for accessing the data. The selected provider determines the fields displayed.

Click to verify the connection is successful.

Click to close the Data Link Properties window.

On the Import Wizard, select a table or enter a SELECT query to specify the data to import from the data source.

The Select a Table or Enter a Query page displays.

12. Click . The Specify the Import Type page displays.

The Import type determines which database table(s) are populated by the import.

13. Click to select the type of data being imported.

14. If the import type includes phone numbers, the

Do not automatically format phone numbers to US format

field displays. This field defaults unchecked, indicating the wizard automatically applies US formatting to phone numbers. For example these values are all imported as (402) 555-1212:

4025551212, (402)555-1212, and 402.555.1212.

If importing non-US phone numbers, select

Do not automatically format phone numbers to US format

to disable auto formatting. When this field is selected, phone numbers are imported exactly as formatted in the source file or application.

15. Click . If the import type includes rep fields, such as the account and service order imports, the

Select Security Role page displays.

Select the security role Tigerpaw will assign to rep records created by the import.

Enter a valid security role or click to select a role. This setting applies only to reps created by the import and has no impact on existing Tigerpaw reps.

16. Click . The next page previews the first 19 or 20 rows of incoming data. If you see obvious problems with the wizard's interpretation of the data, exit the Import Wizard, correct the problems, and then restart the wizard. The data source type determines the fields displayed:

Source Type

Text File

Instructions

Specify the character used to separate fields ("delimiter") and the character used to mark ("qualify") the beginning/end of each field value.

The

First row contains field names

field defaults selected, indicating the import skips the first row. Uncheck this field if the first row contains data to import.

Excel

Spreadsheet

Column headings default from the first row in the text file.

Specify whether to import the first row.

Column headings default from the first row in the spreadsheet.

Source Type Instructions

Data Source No additional settings are required.

This data was pulled from an ODBC data source.

17. Click . Most import types specify default values to apply when a field is blank or not imported.

Required fields are marked with an asterisk (*). The user guide topic for each import type lists the fields you are prompted to enter.

The import type determines the fields displayed.

For new items in a price book import, select

Use only non-zero dollar imported flat prices

if you want to import the flat price in imported numeric fields mapped to a price level.

Click only if you want to change price level calculations for new items.

Double-click a price level if you want to enter an override on that level.

Import Types and Available Fields

Each topic in this chapter contains the following information to help you prepare for the import and map

Tigerpaw fields against the fields you want to import.

Fields you are prompted to enter when running the Import Wizard.

Fields you can import into the Tigerpaw Business Suite.

Fields are listed in the order displayed on the import wizard. If creating an import template, you can use any field order in the import text file or spreadsheet, since you will be mapping the fields in the wizard.

Account Notes Import

Print and complete the Import Checklist to add journal notes to existing accounts. The import does not

update existing account notes. If importing records to implement the Tigerpaw Business Suite, run the

Account Notes import after the Accounts import.

IMPORTANT: If your import file exactly matches the Account Notes Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the

"Account Notes" import template when running the wizard. The import template is mapped to the worksheet.

Field Values You are Prompted to Enter on the Wizard

The following data fields display in the Import Wizard. Review this list to ensure the values you plan to enter already exist in Tigerpaw.

Field Label Required Auto Applied to

Yes Security role for imported reps

Account link

Default note rep

Yes

All rep records created by the import. This setting has no impact on existing Tigerpaw reps.

Every record in the import file. This setting indicates the imported value used to tie each account note to a Tigerpaw account: Account number, Account ID, or A/R customer number.

Written by

field, if blank on an imported note.

NOTE: The account and account link value must exist in Tigerpaw. For example, if you select "Account

ID", all accounts for the imported records must already have an

Account ID.

Records with an invalid account link value are rejected.

Best practice: Set the Account link

field to Account Number. Every account already has an account number, and this field uniquely identifies each account in Tigerpaw. If the same account ID or A/R customer number is assigned to multiple accounts, the Import Wizard assigns the imported record to the first account found for that account ID or A/R customer number, which may not be the intended account.

Map the Imported Fields

The following fields are available to import.

If using an Excel spreadsheet in the specified format for importing account notes, these fields are already mapped to an import template.

If not using the specified format, use this grid as a worksheet to match the imported values to

Tigerpaw fields.

Related Topic: Import Templates and Worksheets

Imported Field Import Wizard Field

Account link field

Note date

Start time

End time

Topic

Action

Note text

Rep number

Rep name

Data Type/Valid Values

Import one of these values.

Account Number – integer

Account ID – varchar (50)

A/R customer number – varchar (50)

The imported value must match the account link type you select in the wizard.

Datetime

Apply your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Datetime

Use one of these formats:

24-hour, e.g. 1630

hh:mm AM/PM, e.g. 4:30 PM

Datetime

Use one of these formats:

Military time, e.g. 1800

hh:mm AM/PM, e.g. 8:21 AM varchar (50) varchar (50) varchar (MAX)

Integer

Rep numbers display in

Rep ID on the Account

Rep Maintenance window and

Rep number

on the Table Maintenance window when you select Account Reps. varchar (77)

You can import a rep number OR a rep name but not both.

Accounts Import

If you are importing accounts to set up your database, run the accounts import before account-related imports such as tasks and contacts. Follow these steps to add or update customer account records, including up to 3 contacts and 5 notes for each account.

1. Review the Notes and Setup Information section in this topic.

2. If exporting data from QuickBooks, complete steps in the Export Customers from QuickBooks and

Import QuickBooks Customers to Tigerpaw Accounts topics.

3. If not exporting from QuickBooks, print and complete the

Import Checklist .

IMPORTANT: If your import file exactly matches the Accounts Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the "Accounts" import template when running the wizard. The import template is mapped to the worksheet.

If your current software utilizes a numeric unique identifier to each account, import that value as the

Tigerpaw

Account number

If the current unique identifier is non-numeric, import that value as the Tigerpaw

Account ID

and leave the

Account number

blank. When this field is blank, Tigerpaw assigns a unique, incremental account number to each account based on the Next Numbers setting for accounts.

Online Help Topic: Next Numbers

Notes and Setup Information

A/R customer ID. If you export accounting batches for import into your accounting software, make sure the Accounts import includes your accounting software's ID for each account. This field, called

Customer

in QuickBooks and

A/R customer ID

in Tigerpaw, is required for exporting invoices from

Tigerpaw.

Contacts. The Accounts import includes up to 3 contacts per account. Run the Contacts import to import more than 3 contacts per account.

Account notes. The Accounts import includes up to 5 journal notes per account. Run the Account

Notes import to import more than 5 notes per account.

Account groups. The Accounts import requires a unique

Account group

value for the imported accounts. We recommend you keep the default value derived from the import "mm.dd.yyyy at hh:mm

AM/PM", such as "Import 10.27.2015 at 08:17 AM". This unique account group allows you to quickly identify the imported accounts in the Group Explorer when verifying the imported data.

You could also create a marketing campaign for the entire group via the Group Explorer.

SIC/NAICS codes. If the account import includes SIC or NAICS codes, import or manually enter the codes before importing accounts.

Related Topic: SIC or NAICS Codes Import

Sales tax codes. If the import includes a new sales tax code, Tigerpaw creates the tax code record.

Open the Sales Tax Codes window after the import to assign tax districts to the code.

Open Sales Tax Codes: Menu bar > Edit > Master Tables > Accounting > Tax Codes

IMPORTANT: If a tax code has no tax districts assigned, no sales tax is charged.

Field Values You are Prompted to Enter on the Wizard

When you run this import type, the wizard prompts you to enter the following information. Review this list to ensure the values you plan to enter already exist in Tigerpaw.

Field Label Required Auto Applied to

Security role for imported reps Yes All rep records created by the import. This setting has no impact on existing Tigerpaw reps.

Field Label

Account group

Assigned rep

Tax code

Account type

Account status

Account profile

Account SIC code

Source

Account notes

Contact group

Price level

Country

Yes

Required

Yes

Auto Applied to

All accounts created by the import.

Keep the default value, which ensures a unique group name to easily identify the imported accounts.

Accounts created by the import, if blank in the import file.

Journal note for each imported account.

Enter a value that identifies the import source.

All imported accounts.

Accounts created by the import. If this field is blank on the Import Wizard, new accounts are assigned the first price level.

This field has no impact on the default price level for existing accounts.

Accounts created by the import, if blank in the import file.

Map the Imported Fields

The following fields are available with the Accounts import. Review this list for related records you should define in Tigerpaw before performing this import, such as account types.

If using an Excel spreadsheet in the specified format for generic or QuickBooks imports, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Account number

NOTE: This field is numeric only.

Integer

Leave blank to auto assign an account number.

Once imported, this field is uneditable in

Tigerpaw. At the top of the Account view, the account number displays in parentheses after the account name.

Imported Field Import Wizard Field Data Type/Valid Values

Account name

Account ID

Account address 1

Account address 2 varchar (150) varchar (50) varchar (50) varchar (50)

Account city

Account state

Account ZIP/postal code varchar (20)

Account country varchar (50)

Account city/state varchar (50) varchar (50)

Account city/state/ZIP varchar (50), varchar (50)

Each element is truncated at 50 characters and separated by a comma and space. varchar (50), varchar (50), varchar (20)

Each element is truncated at its maximum value and separated by a comma and space.

Account primary phone

Account phone 2

Account phone 3

Account phone 4

Account phone 5

Primary fax

Account note 1

Account note 2

Account note 3

Account note 4

Account note 5

Account rep name

Account type

Account status

Sales volume

Number of employees

Source

Special instructions varchar (30) varchar (30) varchar (30) varchar (30) varchar (30) varchar (30) varchar (MAX) varchar (MAX) varchar (MAX) varchar (MAX) varchar (MAX) varchar (77)

Tigerpaw primary rep. varchar (50) varchar (50) money varchar (50) varchar (50) varchar (255)

Imported Field Import Wizard Field Data Type/Valid Values

Hot note

Web home page varchar (1000) varchar (150)

Tigerpaw Primary URL varchar (50) Web home page description

Web home page 2 varchar (150)

Tigerpaw Secondary URL varchar (50) Web home page 2 description

Initial contact date

Marketing memo

SIC code

Profile code

Service zone

A/R customer ID

Tax exempt ID

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK) varchar (1000) varchar (20) varchar (50) varchar (50) varchar (50) varchar (50)

GS tax exempt ID

Account G/L department code varchar (50) varchar (50)

Account taxable indicator Bit

Valid values:

False, No, F, N, or 0

True, Yes, T, Y, or 1

Default system serviced

Directions to location

Sales tax code varchar (50) varchar (1000) varchar (50)

In QuickBooks, this is the Tax Item associated with the account.

Primary contact full name varchar (77)

Primary contact first name varchar (25)

Primary contact middle initial varchar (2)

Imported Field Import Wizard Field Data Type/Valid Values

Primary contact last name varchar (50)

Primary contact name prefix varchar (15)

Primary contact title varchar (50)

Primary contact address 1 varchar (50)

Primary contact address 2 varchar (50)

Primary contact city varchar (50)

Primary contact state

Primary contact city/state/ZIP varchar (50)

Primary contact city/state varchar (50), varchar (50)

Each element is truncated at 50 characters and separated by a comma and space. varchar (50), varchar (50), varchar (20)

Each element is truncated at its maximum value and separated by a comma and space.

Primary contact ZIP/postal code

Primary contact country varchar (20) varchar (50)

Primary contact department varchar (50)

Primary contact primary phone varchar (30)

Primary contact phone 2 varchar (30)

Primary contact phone 3 varchar (30) varchar (30) Primary contact primary fax

Primary contact primary email varchar (255)

Primary contact email 2

Invoice terms varchar (255) varchar (50)

Terms display on the Accounting Information window.

Contact 2 full name

Contact 2 first name

Contact 2 middle initial

Account-related view > (Accounting

Information) varchar (77) varchar (25) varchar (2)

Imported Field Import Wizard Field Data Type/Valid Values

Contact 2 last name

Contact 2 name prefix

Contact 2 title

Contact 2 address 1

Contact 2 address 2

Contact 2 city

Contact 2 state

Contact 2 city/state varchar (50) varchar (15) varchar (50) varchar (50) varchar (50) varchar (50) varchar (50) varchar (50), varchar (50)

Each element is truncated at 50 characters and separated by a comma and space.

Contact 2 city/state/ZIP varchar (50), varchar (50), varchar (20)

Each element is truncated at its maximum value and separated by a comma and space.

Contact 2 ZIP/postal code varchar (20)

Contact 2 country

Contact 2 department varchar (50) varchar (50)

Contact 2 primary phone varchar (30)

Contact 2 phone 2 varchar (30)

Contact 2 phone 3

Contact 2 primary fax

Contact 2 primary email

Contact 2 email 2

Contact 3 full name

Contact 3 first name varchar (30) varchar (30) varchar (255) varchar (255) varchar (77) varchar (25)

Contact 3 middle initial

Contact 3 last name

Contact 3 name prefix

Contact 3 title

Contact 3 address 1

Contact 3 address 2

Contact 3 city

Contact 3 state varchar (2) varchar (50) varchar (15) varchar (50) varchar (50) varchar (50) varchar (50) varchar (50)

Imported Field Import Wizard Field Data Type/Valid Values

Contact 3 city/state

Contact 3 city/state/ZIP varchar (50), varchar (50)

Each element is truncated at 50 characters and separated by a comma and space. varchar (50), varchar (50), varchar (20)

Each element is truncated at its maximum value and separated by a comma and space.

Contact 3 ZIP/postal code varchar (20)

Contact 3 country varchar (50)

Contact 3 department varchar (50)

Contact 3 primary phone varchar (30)

Contact 3 phone 2

Contact 3 phone 3

Contact 3 primary fax

Contact 3 primary email varchar (30) varchar (30) varchar (30) varchar (255)

Contact 3 email 2

<custom fields> varchar (255)

Label the spreadsheet columns to match existing custom fields in Tigerpaw.

Custom fields defined in Tigerpaw automatically display at the end of the

Available fields

list.

Export Customers from QuickBooks

The Customer export includes a QuickBooks

Tax item

for each account, which is imported into the

Tigerpaw Business Suite as a

Sales tax code

. A tax codes consists of one or more tax districts, such as

Omaha and Nebraska.

IMPORTANT: If you import a tax code and do not assign tax districts, no tax is charged.

Related Topic: Export Tax Items (Tax Districts) from QuickBooks

Online Help Topics: Tax Codes, Tax Districts

Tigerpaw requires a primary rep on every account. In QuickBooks, account reps are optional.

If you assigned account reps in QuickBooks, we strongly recommend you create a Tigerpaw record for each rep before importing accounts.

Open Account Rep Maintenance: Menu bar > Edit > Master Tables > Rep > Account Reps

The following rep fields are required:

Rep name

Password

Email1

Security roles

and

Rep groups

. In addition, you must populate the

Accounting ID

field on the Admin tab of each rep record with the

QuickBooks sales rep name. Tigerpaw requires an

Accounting ID

value to post invoices. If the Tigerpaw

Accounting ID

does not exactly match a

Name

in the QuickBooks Sales Reps list, QuickBooks creates a new sales rep when importing accounting batch files from Tigerpaw.

The Tigerpaw Accounting ID should match the

QuickBooks Name field on the Sales Rep List.

Similarly, if the rep name imported from QuickBooks does not exactly match a rep name in Tigerpaw, the import wizard creates a new rep record for the imported value. The Import QuickBooks Customers to

Tigerpaw Accounts topic instructs you to update the exported spreadsheet to ensure the names match.

Export Customer Data

Follow these steps to export your customer data from QuickBooks to Excel:

1. QuickBooks toolbar > Reports > List > Customer Contact List. The default Customer Contact List report displays.

2. Click

Report window displays.

OR , based on your version of QuickBooks. The Modify

A checkmark indicates the column is included in the report.

3. In the Columns field, uncheck "(Left margin)".

4. Check or uncheck column names until only the following columns are checked. Read this list in columns rather than rows to match the order displayed in the

Columns

field.

Active Status

Customer

Mr./Ms./S

Phone

Alt Phone

Fax

Contact

Alt Contact

5. Select the Filters tab.

Bill to 1

Bill to 2

City

State

Zip

Country

Tax Item

Resale Num

Account No.

Customer Type

Rep

Terms

Note

CC Email

Filters ensure the report excludes records that should not be exported.

6. In the

Current filter choices

field, verify the

Filter

column displays Active Status and the

Set to column displays Active. This setting ensures the report includes only current customers.

7. Click to accept your changes. QuickBooks immediately updates the report format.

The first column should display "Active" for all records.

8. Click > Create New Worksheet > version of QuickBooks.

OR click > Advanced tab, based on your

9. If you clicked advice and click .

, uncheck

Include QuickBooks Export Guide worksheet with helpful

10. If you accessed the Advanced tab, follow these steps:

Uncheck

Space between columns

On the Basic tab, uncheck

Include a new worksheet in the workbook that explains Excel worksheet linking

11. Click to initiate the export and display the report in Excel.

12. Save the exported report as Tigerpaw Customer Contact List in an Excel format (.XLS).

13. In QuickBooks, click window displays.

above the Customer Contact List report. The Memorize Report

Do not retain the default name, which would overwrite the existing report.

14. Change the

Name

to "Tigerpaw Customer Contact List".

15. Skip the

Save in Memorized Report Group

field, which does not apply in this situation.

16. Click to accept your changes and save the new report.

17. To view the report or run it later from the QuickBooks menu, select Reports > Memorized Reports >

Tigerpaw Customer Contact List.

Import QuickBooks Customers to Tigerpaw Accounts

When customer accounts are assigned reps in QuickBooks, the export file contains rep initials, not names. If the import wizard cannot match an imported rep value to an existing

Rep name

in Tigerpaw,

the wizard creates a new rep record. For example if "Robert Harris" is a Tigerpaw rep and you import

"RJH", Tigerpaw creates a new rep record for "RJH".

To avoid creating duplicate rep records, you must replace rep initials with rep names in the spreadsheet.

We recommend you also remove the names of inactive reps. If an account's Rep value is blank, Tigerpaw assigns the default rep you specify in the wizard, typically the Company rep.

Complete these steps to import customers from the file created per instructions in the

Export Customers from QuickBooks topic:

1. Copy the

Customer

column and paste it beside the current

Customer

column. In the Import Wizard, this data is mapped to two fields:

Account name

and

A/R customer number

2. Relabel the second

Customer

column as

Customer number

3. Press CTRL+H to display the Find and Replace window. For each rep, replace the exported initials with the full rep name defined in Tigerpaw. Click to update all instances of the initials.

In this example, clicking Replace All updates every instance of "RJH" with "Robert Harris" in the spreadsheet.

Repeat this step for all reps in the spreadsheet.

4. If the rep assigned to an account is inactive, assign the appropriate rep or clear the Rep field to auto assign the default rep specified in the wizard.

5. Delete rows corresponding to jobs in your QuickBooks database.

6. Verify the column order matches the order in the grid below.

7. Print and complete the Import Checklist .

IMPORTANT: Select the "QB Vendors" import template in the wizard, which is mapped to the spreadsheet.

Verify the Spreadsheet Columns

Before you import the file, verify the column order matches the order in the grid below.

QuickBooks Field Import Wizard Field Notes/Tigerpaw Field

Active Status Account status

Customer Account name

Account Status . The imported value is

"Active", since the list is filtered to active customers only.

Account

Name

QuickBooks Field

Customer number

Mr./Ms./S

Phone

Alt Phone

Fax

Contact

Alt Contact

Bill to 1

Bill to 2

City

State

Zip

Country

Tax Item

Resale Num

Account No.

Customer Type

Rep

Terms

Note

CC email

Import Wizard Field

A/R customer number

Primary contact title

Account primary phone

Account phone 2

Primary fax

Primary contact full name

Contact 2 full name

Account address 1

Account address 2

Account city

Account state

Account ZIP/postal code

Account country

Contact 2 primary email

Sales tax code

Tax exempt ID

Based on the QuickBooks format:

Numeric only – Account number

OR Account ID

Alphanumeric – Account ID

Account type

Account rep name

Invoice terms

Account note 1

Primary contact primary email

Notes/Tigerpaw Field

A/R customer ID on the Accounting

Information window. This field displays the QuickBooks customer ID and is required for exporting invoices from

Tigerpaw.

Primary contact Title

Account

Phone

number, flagged as primary

Account

Phone

number

Account

Phone

number

Fax

Ext.

Account

Contact name

, flagged as primary

Contact name

Address 1

Address 2

City

State

ZIP

Country

Email address for contact 2

Tax code on the Accounting

Information window

Exempt ID on the Accounting

Information window

Based on the import selection:

Account number (an uneditable, numeric field in Tigerpaw)

Account ID

Account

Type

Account

Primary rep

Invoice terms

on the Accounting

Information window

Journal note for the account

Email address for the primary contact

Alternate Bill-to Addresses Import

Print and complete the Import Checklist to add alternate bill-to addresses to existing accounts. The import

does not update existing bill-to addresses. If importing records to implement the Tigerpaw Business

Suite, run the Alternate Bill-to Addresses import after the Accounts import.

IMPORTANT: If your import file exactly matches the Alternate Bill-to Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the

"Alternate Bill-to" import template when running the wizard. The import template is mapped to the worksheet.

Field Values You are Prompted to Enter on the Wizard

When you run the wizard, you are prompted to enter the following information.

Field Label Required Auto Applied to

Account link Yes Every record in the import file. This setting indicates the imported value used to tie each alternate bill-to address to a Tigerpaw account: Account number, Account ID, or A/R customer number.

NOTE: The account and account link value must exist in Tigerpaw. For example, if you select "Account

ID", all accounts for the imported records must already have an Account ID.

Records with an invalid account link value are rejected.

Best practice: Set the Account link

field to Account Number. Every account already has an account number, and this field uniquely identifies each account in Tigerpaw. If multiple accounts share the same account ID or A/R customer number, the Import Wizard assigns the imported record to the first account found for that account ID or A/R customer number, which may not be the intended account.

Map the Imported Fields

The following fields are available to import.

If using an Excel spreadsheet in the specified format for importing alternate bill-to addresses, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Account Link Field

Bill-to Name

Import one of these values.

Account Number – integer

Account ID – varchar (50)

A/R customer number – varchar (50)

The imported value must match the account link type you select in the wizard. varchar (150)

Imported Field Import Wizard Field

Bill-to Contact Name

Contact Phone

Address 1

Address 2

City

State

City/State

City/State/ZIP

ZIP/Postal code

Country

Data Type/Valid Values varchar (77) varchar (30) varchar (50) varchar (50) varchar (50) varchar (50) varchar (50), varchar (50)

Each element is truncated at 50 characters and separated by a comma and space. varchar (50), varchar (50), varchar (20)

Each element is truncated at its maximum value and separated by a comma and space. varchar (20) varchar (50)

Alternate Ship-to Addresses Import

Print and complete the Import Checklist to add alternate ship-to addresses to existing accounts. The

import does not update existing ship-to addresses. If importing records to implement the Tigerpaw

Business Suite, run the Alternate Ship-to Addresses import after the Accounts import.

IMPORTANT: If your import file exactly matches the Alternate Ship-to Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the

"Alternate Ship-to" import template when running the wizard. The import template is mapped to the worksheet.

Field Values You are Prompted to Enter on the Wizard

The wizard displays the following field. Ensure these records are defined in Tigerpaw before you run the

Alternate Ship-To Addresses import. In the import file or ODBC source, verify the required field contains a value for each record.

Field Label Required Auto Applied to

Account link Yes Every record in the import file. This setting indicates the imported value used to tie each alternate ship-to address to a Tigerpaw account: Account number, Account ID, or A/R customer number.

NOTE: The account and account link value must exist in Tigerpaw. For example, if you select "Account

ID", all accounts for the imported records must already have an

Account ID.

Records with an invalid account link value are rejected.

Best practice: Set the Account link

field to Account Number. Every account already has an account number, and this field uniquely identifies each account in Tigerpaw. If multiple accounts

44 share the same account ID or A/R customer number, the Import Wizard assigns the imported record to the first account found for that account ID or A/R customer number, which may not be the intended account.

Map the Imported Fields

The following fields are available to import.

If using an Excel spreadsheet in the specified format for importing alternate ship-to addresses, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Account link field

Ship-to name

Ship-to contact name

Contact phone

Address 1

Address 2

City

State

City/State

City/State/ZIP

ZIP/Postal code

Country

Directions to location

Import one of these values.

Account Number – integer

Account ID – varchar (50)

A/R customer number – varchar (50)

The imported value must match the account link type you select in the wizard. varchar (150) varchar (77) varchar (30) varchar (50) varchar (50) varchar (50) varchar (50) varchar (50), varchar (50)

Each element is truncated at 50 characters and separated by a comma and space. varchar (50), varchar (50), varchar (20)

Each element is truncated at its maximum value and separated by a comma and space. varchar (20) varchar (50) varchar (1000)

Circuits Import

Print and complete the Import Checklist to add circuits to existing accounts. This import does not update

existing circuits. If importing records to implement the Tigerpaw Business Suite, run the Circuits import after the Accounts import.

IMPORTANT: If your import file exactly matches the Circuit Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the "Circuits" import template when running the wizard. The import template is mapped to the worksheet.

Field Values You are Prompted to Enter on the Wizard

When you run this import type, the wizard prompts you to enter the following information.

Field Label Required Auto Applied to

Account link Yes Every record in the import file. This setting indicates the imported value used to tie each circuit to a Tigerpaw account: Account number, Account ID, or A/R customer number.

NOTE: The account and account link value must exist in Tigerpaw. For example, if you select "Account

ID", all accounts for the imported records must already have an Account ID.

Records with an invalid account link value are rejected.

Best practice: Set the Account link

Map the Imported Fields

The following fields are available to import.

If using an Excel spreadsheet in the specified format for importing circuits, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Account link field

Telephone/Circuit

Import one of these values.

Account Number – integer

Account ID – varchar (50)

A/R customer number – varchar (50)

The imported value must match the account link type you select in the wizard. varchar (50)

Imported Field Import Wizard Field

Digital

Type

PIC

Activity code

Jack position

Extension

Hunt instructions

FIC

PIC2

Rotary/Tone

Loop/Ground

Status date

LD biller

LD repair number

Circuit repair number

Specifications

Contract expiration date

Termination device

Data Type/Valid Values

Bit

Valid values:

False, No, F, N, or 0

True, Yes, T, Y, or 1 varchar (50) varchar (50) varchar (1) varchar (50)

Bit

Valid values:

False, No, F, N, or 0

True, Yes, T, Y, or 1 varchar (30) varchar (10) varchar (50)

Bit

Valid values:

False, No, F, N, or 0

True, Yes, T, Y, or 1 varchar (1)

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK) varchar (40) varchar (30) varchar (30) varchar (50)

Tigerpaw field: Specs

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK) varchar (50)

Imported Field Import Wizard Field

Comments

Automatic route select

Circuit provider

Local loop provider

Data Type/Valid Values varchar (1000)

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK) integer

Integer

Tigerpaw field: Loop provider

Contacts Import

Follow these steps to add contacts to existing accounts. This import does not update existing contacts.

1. Review the Contact Import Notes section in this topic.

2. Print and complete the Import Checklist .

IMPORTANT: If your import file exactly matches the Contacts Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the "Contacts" import template when running the wizard. The import template is mapped to the worksheet.

Contact Import Notes

If importing records to implement the Tigerpaw Business Suite, run the Contacts import after the

Accounts import.

The account and account link value must exist in Tigerpaw. For example, if you select "Account ID", all accounts for the imported records must already have an

Account ID.

Records with an invalid account link value are rejected.

Best practice: Set the Account link field to Account Number. Every account already has an account number, and this field uniquely identifies each account in Tigerpaw. If multiple accounts share the same account ID or A/R customer number, the Import Wizard assigns the imported record to the first account found for that account ID or A/R customer number, which may not be the intended account.

The Contacts import requires a unique

Contact group

value for the imported contacts. We recommend you keep the default value derived from the import "mm.dd.yyyy at hh:mm AM/PM", such as "Import

10.27.2015 at 08:17 AM". This unique account group allows you to quickly identify the imported contacts in the Group Explorer when verifying the imported data.

Field Values You are Prompted to Enter on the Wizard

When you run this import type, the wizard prompts you to enter the following information.

Field Label Required Auto Applied to

Account link Yes Every record in the import file. This setting indicates the imported value used to tie each contact to a Tigerpaw account:

Account number, Account ID, or A/R customer number.

Field Label

Contact group

Required

All imported contacts.

Auto Applied to

Map the Imported Fields

The following fields are available for import. Review this list for related records you should define in

Tigerpaw before performing this import, such as contact departments.

If using an Excel spreadsheet in the specified format for importing contacts, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Account link field

Full name

First name

Middle initial

Last name

Name prefix

Title

Address 1

Address 2

City

State

City/State

City/State/ZIP

ZIP/Postal code

Country

Import one of these values.

Account Number – integer

Account ID – varchar (50)

A/R customer number – varchar (50)

The imported value must match the account link type you select in the wizard. varchar (77) varchar (25) varchar (2) varchar (50) varchar (15) varchar (50) varchar (50) varchar (50) varchar (50) varchar (50) varchar (50), varchar (50)

Each element is truncated at 50 characters and separated by a comma and space. varchar (50), varchar (50), varchar (20)

Each element is truncated at its maximum value and separated by a comma and space. varchar (20) varchar (50)

Imported Field Import Wizard Field

Department

Primary phone

Phone 2

Phone 3

Primary fax

Primary email

Email 2

Data Type/Valid Values varchar (50) varchar (30) varchar (30) varchar (30) varchar (30) varchar (255) varchar (255)

Label the spreadsheet columns to match existing custom fields in Tigerpaw.

Custom fields defined in Tigerpaw automatically display at the end of the

Available fields

list.

Customer Inventory (Assets) Import

Follow these steps to add customer assets to existing accounts. This import does not update existing customer assets.

1. Review the Customer Inventory Import Notes section in this topic.

2. Print and complete the Import Checklist .

IMPORTANT: If your import file exactly matches the Customer Inventory Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the

"Customer Inventory" import template when running the wizard. The import template is mapped to the worksheet.

Customer Inventory Import Notes

If importing records to implement the Tigerpaw Business Suite, run the Customer Inventory import after the Accounts import.

The account and account link value must exist in Tigerpaw. For example, if you select "Account ID", all accounts for the imported records must already have an Account ID.

Records with an invalid account link value are rejected.

Best practice: Set the Account link

These processing rules apply to serialized items in the customer inventory import:

If the serial number exists and the status is Removed, Tigerpaw updates the serial number status to

Sold, enters the imported account on the serial number record, and then adds the customer asset record.

Tigerpaw prevents you from importing duplicate serial numbers for an item.

If the serial number exists and the serial number record status is Sold, Tigerpaw skips the import record and does not add the customer asset record.

Field Values You are Prompted to Enter on the Wizard

When you run this import type, the wizard prompts you to enter the following information. Review this list to ensure the values you plan to enter already exist in Tigerpaw.

Field Label Required Auto Applied to

Account link Yes

Default rep Yes

Every record in the import file. This setting indicates the imported value used to tie each customer asset to a Tigerpaw account:

Account number, Account ID, or A/R customer number.

The account and account link value must exist in Tigerpaw. For example, if you select "Account ID", all accounts for the imported records must already have an

Account ID.

Rep responsible field on all imported asset records.

Map the Imported Fields

The following fields are available for import. Review this list for related records you should define in

Tigerpaw before performing this import, such as vendors.

If using an Excel spreadsheet in the specified format for importing customer assets, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Account link field

Reference number

Item ID

Item description

Serial number

Import one of these values.

Account Number – integer

Account ID – varchar (50)

A/R customer number – varchar (50)

The imported value must match the account link type you select in the wizard. varchar (50) varchar (75) varchar (150) varchar (50)

Imported Field Import Wizard Field Data Type/Valid Values

Quantity

Date purchased float

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK) money Purchase price

Purchased from us Bit

Valid values:

False, No, F, N, or 0

True, Yes, T, Y, or 1

Customer invoice number varchar (50)

Customer warranty expiration

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Tigerpaw field: Our warranty expiration

Yearly maintenance $$

Vendor

Money

Tigerpaw field: Maintenance price varchar (150)

Tigerpaw field: Vendor name varchar (50) Vendor invoice number

Vendor purchase date Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Vendor warranty expiration Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Last PM Date Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Imported Field Import Wizard Field

Next PM Date

Current meter reading

Original meter reading

Location

Contact name

Contact phone

Comments

Data Type/Valid Values

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK) integer integer varchar (255) varchar (77) varchar (30) varchar (2000)

Label the spreadsheet columns to match existing custom fields in Tigerpaw.

Custom fields defined in Tigerpaw automatically display at the end of the

Available fields

list.

General Ledger Accounts Import

Follow these steps to add general ledger (G/L) accounts. This import does not update existing G/L accounts.

1. Review the General Ledger Account Import Notes section in this topic.

2. If exporting data from QuickBooks, complete steps in the Export G/L Accounts from QuickBooks and

Import QuickBooks Accounts to Tigerpaw G/L Accounts topics.

3. If not exporting from QuickBooks, print and complete the

Import Checklist .

IMPORTANT: If your import file exactly matches the GL Account Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the "GL

Account" import template when running the wizard. The import template is mapped to the worksheet.

Import Notes

If setting up a new database, define G/L distribution codes on the G/L Codes master table after importing

G/L accounts and before importing tax items.

Open General Ledger Distribution Codes: Menu bar > Edit > Master Tables > Accounting > G/L

Codes

The General Ledger Accounts import has no import settings or default field values.

NOTE: If the import file contains all of your G/L accounts, you may want to delete the ones not used in

Tigerpaw BEFORE performing the import, such as building maintenance or postage.

Map the Imported Fields

The following fields are available for import. Review this list for related records you should define in

Tigerpaw before performing this import, such as G/L account types.

If using an Excel spreadsheet in the specified format for generic or QuickBooks imports, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Type of account

G/L account number

Department code

Account description varchar (50)

Tigerpaw field: G/L account type varchar (50)

If you do not use numeric account numbers, map this field to the account name in your accounting package, such as Cost of Goods

Sold. varchar (50)

Tigerpaw field: Dept/Class/Segment varchar (50)

If you use numeric account numbers, map this field to the account name, such as

Sales Income.

Skip this field if you do not use numeric account numbers.

Export G/L Accounts from QuickBooks

To ensure no critical general ledger (G/L) accounts are missed, you will export and import all G/L accounts. However, the Tigerpaw Business Suite does not use every account.

Prepare QuickBooks Data for Export

If your G/L accounts are numeric, make sure every account and subaccount has a unique numeric value in the QuickBooks

Number

field. If your G/L accounts are not numeric, make sure every account and subaccount has a unique

Account name

. For example having an Automobile Expenses account and an

Automobile Expenses subaccount for the Insurance Expenses account will result in ambiguous account information in Tigerpaw.

Before importing accounts into Tigerpaw Business Suite, you will modify the spreadsheet data to ensure subaccounts and class codes import correctly.

Export G/L Accounts

Follow these steps to export your G/L accounts from QuickBooks to Excel:

1. QuickBooks toolbar > Reports > List > Account Listing. The default Account Listing report displays.

2. Click

Report window displays.

OR , based on your version of QuickBooks. The Modify

A checkmark indicates the column is included in the report.

3. In the

Columns

field, uncheck "(Left margin)".

4. Check or uncheck column names until only the following columns are checked.

Account

Type

Accnt # (if you use account numbers in QuickBooks)

5. Select the Filters tab.

Filters ensure the report excludes records that should not be exported.

6. In the Current filter choices field, verify the Filter column displays Active Status and the Set to column displays Active. This setting ensures the report includes only current G/L accounts.

7. Click to accept your changes.

QuickBooks closes the Modify Report window and immediately updates the report format.

8. Click > Create New Worksheet > version of QuickBooks.

OR click > Advanced tab, based on your

9. If you clicked advice

and click .

, uncheck

Include QuickBooks Export Guide worksheet with helpful

10. If you accessed the Advanced tab, follow these steps:

Uncheck Space between columns .

On the Basic tab, uncheck

Include a new worksheet in the workbook that explains Excel worksheet linking

11. Click to initiate the export and display the report in Excel.

12. Save the exported report as Tigerpaw GL Account Listing in an Excel format (.XLS or .XLSX, based on the version installed on your system).

13. In QuickBooks, click displays.

above the Account Listing report. The Memorize Report window

Do not retain the default name, which would overwrite the existing report.

14. Change the

Name

to "Tigerpaw GL Account Listing".

15. Skip the

Save in Memorized Report Group

field, which does not apply in this situation.

16. Click to accept your changes and save the new report.

17. To view the report or run it later from the QuickBooks menu, select Reports > Memorized Reports >

Tigerpaw GL Account Listing.

Import QuickBooks Accounts to Tigerpaw G/L Accounts

The file setup and import process is slightly different for numeric and alphanumeric G/L accounts.

Prepare Data for Import if Your G/L Accounts are Numeric

Complete these steps to import numeric G/L accounts from the file created per instructions in the

Export

G/L Accounts from QuickBooks topic:

1. Relabel the

Account

column as

Account Description

2. Delete the account number and any separator text from the Account Description column, leaving just the account name, such as Inventory Asset.

3. If you use subaccounts, apply this format to subaccounts in the

Account Description

column:

Account:Subaccount, with no space before or after the colon.

Example: Sales:Non-Warranty Labor

4. If you use subaccounts, apply this format to subaccounts in the

Accnt #

column:

Account:Subaccount, with no space before or after the colon.

Example: 47900:47903

5. If you use class codes, complete steps in the QuickBooks Class Codes subtopic.

6. Verify the column order matches the order in the Verify the Import Columns section of this topic.

7. Print and complete the Import Checklist .

IMPORTANT: Select the "QB GL Accounts Numeric" import template in the wizard, which is mapped to the spreadsheet.

Prepare Data for Import if Your G/L Accounts are Alphanumeric

Complete these steps to import alphanumeric G/L accounts from the file created per instructions in the

Export G/L Accounts from QuickBooks topic:

1. Relabel the

Account

column as

Account Number

2. If you use subaccounts, apply this format to subaccounts in the

Account Number

column:

Account:Subaccount, with no space before or after the colon.

Example: Sales:Non-Warranty Labor

3. If you use class codes, complete steps in the QuickBooks Class Codes subtopic.

4. Check the spreadsheet layout against the order listed in the Verify the Import Columns subtopic.

5. Print and complete the Import Checklist .

IMPORTANT: Select the "QB GL Accounts Alphanumeric" import template in the wizard, which is mapped to the spreadsheet.

QuickBooks Class Codes

In QuickBooks, you can assign user-defined class codes to transactions. This feature enables you to track general ledger account balances for specific elements of your business, such as location, vendor, product line, business line (e.g. networking vs. hardware installation) or line item type (materials vs. labor). You can track only one type of classification. For example, if you define classes by vendor, you cannot also define classes by business line. QuickBooks provides several reports to track classes.

In Tigerpaw Business Suite, classes are tied to customer accounts and/or G/L accounts via the

Dept/Class/Segment

field on accounts and G/L accounts. When passing transaction information to

QuickBooks, Tigerpaw pulls the

Dept/Class/Segment

value from the customer account or if blank, from the G/L account. If you want to carry class information to QuickBooks, you must assign classes on G/L accounts in Tigerpaw. This field is optional on customer accounts.

Complete these steps to manually enter class codes into the spreadsheet before importing the G/L accounts into Tigerpaw. Entering this information in the spreadsheet is faster than keying it into Tigerpaw after the import. Assign class codes to G/L accounts based on the information you want to track in

QuickBooks. Typically, this includes certain Income or Revenue and Cost of Goods Sold accounts.

1. In the spreadsheet, add a

Dept code

column.

2. For each G/L account you want to track by class codes, create duplicate rows to accommodate each combination of account and class code. For example, you want to tie account 4000 (Sales Income) to

3 class codes: HW (hardware), SW (software) and LAB (labor). Create 2 additional rows for this account to achieve a total of 3 rows.

Follow these steps to create an additional row for an account:

Place cursor in the "row number" column and click once to select the row.

Right-click the row and select Copy.

Move the cursor down a row.

Right-click and select Insert Copied Cells.

3. In QuickBooks, access your class list. Use this list to assign a class code in the Dept Code column for each instance of the desired accounts.

In this example, the Sales Income row was copied to two additional lines and each row was assigned a different department code.

Verify the Spreadsheet Columns

Before you import the file, verify the column order matches the order in the grid below.

QuickBooks

Field

Import Wizard Field Tigerpaw Field

Account

Type

Acct #

Based on the QuickBooks

Account format:

Numeric only – Account description

Alphanumeric – G/L account number

Based on import selection:

Account description

Account number

Type of account

Based on the QuickBooks Account format:

Numeric only – G/L account number

Alphanumeric – <Skip field>

Account number

QuickBooks

Field

Dept code

Import Wizard Field

Department code

Tigerpaw Field

Dept/Class/Segment

If you use class codes, this column is manually added and populated.

This field is equivalent to the

QuickBooks "Class Code".

Manufacturers Import

Print and complete the Import Checklist to add product manufacturers. This import does not update

existing manufacturers.

IMPORTANT: If your import file exactly matches the Manufacturers Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the

"Manufacturers" import template when running the wizard. The import template is mapped to the worksheet.

The Manufacturers import has no import settings or default field values.

Map the Imported Fields

The following fields are available for import.

If using an Excel spreadsheet in the specified format importing manufacturers, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Manufacturer name

Contact name

Phone number

Fax number

Internet ID

Email address

Manufacturer code varchar (150)

Tigerpaw field: Full name varchar (77) varchar (30) varchar (30) varchar (150)

Tigerpaw field: Internet ID on the Vendor

Information window varchar (50) varchar (10)

Tigerpaw field: Code (warranty reimbursement)

Imported Field Import Wizard Field

Comments

Data Type/Valid Values varchar (150)

Price Book Items Import

Follow these steps to add or update price book items or import price lists from a vendor. In update mode, the

Item ID

value must match an existing

Item ID

. The vendor must already exist in Tigerpaw Business

Suite. You can import labor, material and special items.

1. Review the Price Book Import Notes section in this topic.

2. If exporting data from QuickBooks, complete steps in the Export Product and Service Items from

QuickBooks and Import QuickBooks Items topics.

3. If not exporting from QuickBooks, print and complete the

Import Checklist .

IMPORTANT: If your import file exactly matches the Price Book Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the "Price

Book Items" import template when running the wizard. The import template is mapped to the worksheet.

Training Video: Price Book Import

For an accurate and efficient Price Book import, export the taxable and non-taxable items separately by item type to separate files or sheets in the same file. Leave the

Type

and

Make item taxable columns

blank. When you run the Import Wizard, select the item type and taxable status the wizard will auto assign to all records in the import.

For example, create separate exports for taxable material items, nontaxable material items, taxable labor items, nontaxable labor items, and so on.

Price Book Import Notes

Import price book categories before importing price book items.

To uniquely identify each price book item being imported, you must apply one of these field mapping methods on the Select Incoming Data Fields page of the wizard.

Map the imported item ID column to the Tigerpaw Item ID field. If an imported item ID does not match any price book items, the wizard creates a new item.

Map imported manufacturer and part number columns the

Manufacturer

AND

Manufacturer part number

fields in Tigerpaw Business Suite.

If mapping to the manufacturer fields and not the

Item ID

, the Import Price Book Without an Item ID window displays the values used to create an item ID for items not found in Tigerpaw. These values are set on the Quotes and Opportunities Options window.

Fields on this window are for information purposes only.

If you track serial numbers or inventory quantities, include these columns in the import spreadsheet or delimited text file.

These fields are currently unavailable in the Price Book import. However, you can reuse the file to import these fields for each inventory location via the Physical Inventory (PI) import within Tigerpaw.

The PI import requires a separate line item (quantity of 1) for each imported serial number.

For new items with no price in a column mapped to a price level, Tigerpaw auto calculates the price level price using the mapped price level basis. The wizard gives you 2 options to process non-zero prices mapped to a price level:

Override the price level calculation – In the Import Wizard, click and double-click a price level to enter an override on that level. Tigerpaw selects the

Price level override

field on the price level for the new item.

Import a flat price – Select

Use only non-zero dollar imported flat prices

to import the value as a flat price. Tigerpaw sets the item's price level

Selling price basis

to Flat Price and selects the

Price level override

field on the price level for the item.

If you import new price book items into your production database and then for whatever reason you don't want the items in your price book, you can run a Tigerpaw utility to delete them, so long as the items are unused.

Open General Utilities: Tools > Utilities > General Utilities > Delete all unused price book items

Field Values You are Prompted to Enter on the Wizard

When you run this import type, the wizard prompts you to enter the following information. Review this list to ensure the values you plan to enter already exist in Tigerpaw.

Field Label Required Auto Applied to

Type

UOM

Status

Primary vendor

Yes

Items created by the import, if blank in the import file.

Field Label

Other vendor

Manufacturer

Receiving location

Receipts G/L code

Make item serialized

Make item taxable

Flag item as being GS tax exempt

Flag item as adding to customer inventory

Update vendor cost on receipt

Required

Yes

Auto Applied to

Items created by the import, if blank in the import file.

All items created by the import.

NOTE: This value is different than the inventory location.

All items created by the import.

Item is serialized

field on items created by the import, if blank in the import file.

Item is taxable field on items created by the import, if blank in the import file.

GS tax exempt

field on items created by the import, if blank in the import file.

Add to customer inventory when posting an invoice

field on all items created by the import.

Update vendor cost on receipt

field on all items created by the import.

Map the Imported Fields

The following fields are available for import. Review this list for related records you should define in

Tigerpaw before performing this import, such as units of measure.

If using an Excel spreadsheet in the specified format for generic or QuickBooks imports, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Item ID

Primary description

Description 2

Description 3

Part number

Unit of measure varchar (75) varchar (150)

Tigerpaw field: Key description varchar (150)

Tigerpaw field: Description 1 varchar (150)

Tigerpaw field: Description 2 varchar (75) varchar (3)

Imported Field Import Wizard Field

UPC Number

Item type

Serialized item

Vendor Price Lists

Importing vendor product and price list is easy with the Price Book import, which allows you to create items, update certain fields on existing items or both. Simply save a Price Book import template for each vendor and reuse the templates when you receive price and product updates from your vendors.

The import wizard ships with predefined import templates for certain quote import vendors, such as

Iwatsu and Stardraw, so you can quickly import the vendor product/price lists.

Export Product and Service Items from QuickBooks

You can import labor, material and special items. QuickBooks items include products, services, labor, tax and other items. You will filter out fixed asset items before exporting the report. The Excel file may require additional clean up before you run the Import Wizard.

The

MPN

field, which you will map to the Tigerpaw

Item ID

, must be unique for each item. Before exporting QuickBooks items, verify all labor, material and special items are assigned a unique

MPN

IMPORTANT: If you plan to set up Tigerpaw G/L codes using values exported from QuickBooks, it is critical that your accounting professional reviews the Account and COGS account values in the QuickBooks Item Listing before you run the item export.

Export Product and Services Data

Follow these steps to export your product and services data from QuickBooks to Excel:

1. QuickBooks toolbar > Reports > List > Item Listing. The default Item Listing report displays.

2. Click

Report window displays.

OR , based on your version of QuickBooks. The Modify

A checkmark indicates the column is included in the report.

3. In the

Columns

field, uncheck "(Left margin)".

4. Check or uncheck column names until only the following columns are checked. Read this list in columns rather than rows to match the order displayed in the

Columns

field.

Active Status Quantity on Hand Sales Tax Code

Item

Description

MPN (Mfg. Part Number)

Type

Account

Price

Purchase Description

COGS Account

Cost

Reorder Point

Preferred Vendor

Location

Serial Number (if you track serial numbers in QuickBooks)

The COGS account is optional and applies only to material items. Set up cost G/L codes in Tigerpaw if you track inventory values in your general ledger.

The Quantity on Hand, Location and Serial Number fields are currently unavailable to the Price Book import. However, if you purchased the Parts module you can reuse this spreadsheet to import these values via the Physical Inventory (PI) import in Tigerpaw, eliminating the need to manually enter initial counts.

5. Select the Filters tab.

Filters ensure the report excludes records that should not be exported.

6. In the Current filter choices field, verify the Filter column displays "Item" and the Set to column displays "All except fixed asset items".

7. Click to accept your changes. QuickBooks closes the Modify Report window and immediately updates the report format.

You will remove lines from the Excel spreadsheet that are not labor, material or special items.

8. Click > Create New Worksheet > version of QuickBooks.

OR click > Advanced tab, based on your

9. If you clicked advice and click .

, uncheck

Include QuickBooks Export Guide worksheet with helpful

10. If you accessed the Advanced tab, follow these steps:

Uncheck

Space between columns

On the Basic tab, uncheck

Include a new worksheet in the workbook that explains Excel worksheet linking

11. Click to initiate the export and display the report in Excel.

12. Save the exported report as Tigerpaw Item Listing in an Excel format (.XLS or .XLSX, based on the version installed on your system).

13. In QuickBooks, click above the Item Listing report. The Memorize Report window displays.

Do not retain the default name, which would overwrite the existing report.

14. Change the

Name

to "Tigerpaw Item Listing".

15. Skip the Save in Memorized Report Group field, which does not apply in this situation.

16. Click to accept your changes and save the new report.

17. To view the report or run it later from the QuickBooks menu, select Reports > Memorized Reports >

Tigerpaw Item Listing.

Import QuickBooks Items

Complete these steps to import items from the file created per instructions in the Export Product and

Service Items from QuickBooks topic:

1. Sort the items by

Type

2. Only these item types can be imported. Delete items that are NOT assigned one of these types.

Service

Inventory Part

Non-inventory Part

Other Charge

3. Copy the

MPN

column and paste it beside the current

MPN

column. In the Import Wizard, this data is mapped to 2 fields:

Item ID

and

Primary vendor item number

4. Relabel the first

MPN

column as

Item ID

5. Verify the column order matches the order in the grid below.

6. Print and complete the Import Checklist .

IMPORTANT: Select the "QB Price Book Items" import template in the wizard, which is mapped to the spreadsheet.

The import template maps the QuickBooks

Item

field to the Tigerpaw

Part number

On the Inventory Options window, set the

Print on orders and invoices field to Part Number

(rather than Item ID). Printing an internal part number (and not the manufacturer item ID) prevents customers from directly price matching the item with your competitors.

Verify the Spreadsheet Columns

Before you import the file, verify the column order matches the order in the grid below.

QuickBooks Field Import Wizard Field Tigerpaw Field

Active status

Item

Description

Item ID

MPN (manufacturer part number)

Type

Item status

Part number

Primary description

Item ID

Primary vendor item number

Item type

Purchase description Select an option:

<Skip field> if the Purchase description

matches the

QuickBooks

Description

Description 2 if

Purchase description and

Description are different and you want to view the Purchase description in Tigerpaw.

COGS account Description 3

Cost

Price

Sales tax code

Standard cost

Manufacturer list price

Taxable item

Status

Part number

on the Price Book Item view

Key description

Item ID

Vendor part number

for the imported vendor on the Purchasing tab

Item type

Based on selected option:

n/a

Description 1

Export the COGS account to this field to simplify G/L Cost code setup.

On the Price Book Items Matrix, sort items by this value, select records with the same value, and then mass assign

G/L Cost codes from the Matrix ribbon.

Description 3

is generally unused except for custom reports.

Standard cost

Mfg list

Item is taxable (checkbox)

QuickBooks Field

Account

Import Wizard Field

Description 2

Quantity on hand

Reorder point

Preferred vendor

Location

Serial number

Reorder quantity

Primary vendor

Tigerpaw Field

Export the Revenue account to this field to simplify G/L Income code setup.

On the Price Book Items Matrix, sort items by this value, select records with the same value, and then mass assign

G/L codes from the Matrix ribbon.

Description 2

is generally unused except for custom reports.

On hand

Export this value if you plan to reuse the spreadsheet for the physical inventory import.

Reorder qty

Vendor

, flagged as primary

Location

on the Inventory Adjustment window

Export this value if you plan to reuse the spreadsheet for the physical inventory import.

Price Book Categories Import

Print and complete the Import Checklist to add inventory categories. This import does not update existing

inventory categories. Import price book categories before importing price book items.

The Price Book Categories import does not prompt for import settings or default field values.

Map the Imported Field

The following field is available for import.

Imported Field Import Wizard Field

Sales Tax Districts Import

Follow these steps to add tax districts, also known as tax jurisdictions. This import does not update existing tax districts.

1. Review the Tax Districts Import Notes section in this topic.

2. If exporting data from QuickBooks, complete steps in the Export Tax Items from QuickBooks and

Import QuickBooks Tax Items to Tigerpaw Tax Districts topics.

3. If not exporting from QuickBooks, print and complete the

Import Checklist .

IMPORTANT: If your import file exactly matches the Sales Tax Districts Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the

"Sales Tax Districts" import template when running the wizard. The import template is mapped to the worksheet.

Tax Districts Import Notes

Tax codes consist of one or more tax districts. For example the "Omaha, Nebraska" tax code consists of

2 tax districts, Omaha and Nebraska. Tax codes are utilized on transactions such as service orders and quotes.

WARNING: If you use a tax code with no tax districts, no sales tax is charged.

G/L accounts must exist in Tigerpaw before you import sales tax districts. If setting up a new database, define G/L distribution codes on the G/L Codes master table after importing G/L accounts and before importing tax items.

Open General Ledger Distribution Codes: Menu bar > Edit > Master Tables > Accounting > G/L

Codes

Online Help Topics:

Tax Codes

Tax Districts

Setup Information for the Accounting Interface – Instructions to create G/L distribution codes

Field Values You are Prompted to Enter on the Wizard

When you run this import type, the wizard prompts you to enter the following information. Review this list to ensure the values you plan to enter already exist in Tigerpaw.

Field Label Required Auto Applied to

G/L code

Tax basis

Include items subject to single tax item

Yes

All tax districts created by the import. If you use multiple G/L codes, set this to "(none)" or the most commonly used code.

All tax districts created by the import.

All tax districts created by the import. This selection sets/clears the

Include items subject to single item tax

field.

Map the Imported Fields

The following fields are available for import.

If using an Excel spreadsheet in the specified format for generic or QuickBooks imports, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field

Sales tax district

Description

District rate

Vendor ID

Minimum rate

Maximum rate

Data Type/Valid Values varchar (50)

Tigerpaw field: Tax district, such as

Nebraska. varchar (50) template decimal (7, 4)

Tigerpaw field: Rate varchar (50)

Taxing authority, e.g. Nebraska Department of Revenue.

Money

Tigerpaw field: Min

Money

Tigerpaw field: Max

Export Tax Items (Tax Districts) from QuickBooks

The sales tax fields exported from QuickBooks are imported into Tigerpaw Business Suite as tax districts.

The export file excludes the QuickBooks

Description

field, since it is typically identical to the

Item

field in

QuickBooks.

Follow these steps to export sales tax items from QuickBooks to Excel:

1. QuickBooks toolbar > Reports > List > Item Listing. The default Item Listing report displays.

2. Click

Report window displays.

OR , based on your version of QuickBooks. The Modify

A checkmark indicates the column is included in the report.

3. In the

Columns

field, uncheck "(Left margin)".

4. Check or uncheck column names until only the following columns are checked.

Active Status

Item

Type

Price (i.e. tax rate)

Tax Agency

5. Select the Filters tab.

Filters ensure the report excludes records that should not be exported.

6. In the Current filter choices field, verify the Filter column displays Active Status and the Set to column displays Active. This setting ensures the report excludes inactive tax items.

7. In the

Choose filter

field, select Item.

8. In the

Item

field, click and select "All sales tax".

9. Click to accept your changes. QuickBooks closes the Modify Report window and immediately updates the report format.

The Type column displays "Sales Tax Item" for tax districts.

10. Click > Create New Worksheet > version of QuickBooks.

OR click

11. If you clicked advice and click .

> Advanced tab, based on your

, uncheck

Include QuickBooks Export Guide worksheet with helpful

12. If you accessed the Advanced tab, follow these steps:

13. Click

Uncheck

Space between columns

On the Basic tab, uncheck

Include a new worksheet in the workbook that explains Excel worksheet linking

to initiate the export and display the report in Excel.

14. Delete the lines with Sales Tax Group in the Item column, as these are not tax districts.

15. Assign a number format to cells in the

Price

column: Place the cursor in the row header and click to select the column. Right-click and select Format Cells. In the Category column, select Number and click .

WARNING: If you import these values without assigning a number format, Tigerpaw formats the values as a percentage of a percentage and your tax rates will be incorrect.

16. Save the exported report as Tigerpaw Tax Items in an Excel format (.XLS or .XLSX, based on the version installed on your system).

17. In QuickBooks, click above the Item Listing report. The Memorize Report window displays.

Do not retain the default name, which would overwrite the existing report.

18. Change the

Name

to "Tigerpaw Tax Items".

19. Skip the Save in Memorized Report Group field, which does not apply in this situation.

20. Click to accept your changes and save the new report.

21. To view the report or run it later from the QuickBooks menu, select Reports > Memorized Reports >

Tigerpaw Tax Items.

Import QuickBooks Tax Items to Tigerpaw Tax Districts

Complete these steps to import tax items from the file created per instructions in the Export Tax Items

(Tax Districts) from QuickBooks topic:

1. Verify the column order matches the order in the grid below.

2. Print and complete the Import Checklist .

IMPORTANT: Select the "QB Tax Items" import template in the wizard, which is mapped to the spreadsheet.

Verify the Spreadsheet Columns

Before you import the file, verify the column order matches the order in the grid below.

QuickBooks Field

Active status

Import Wizard

Field

Item

Type

Price

Tax agency

Sales tax district

District rate

Vendor ID

Tigerpaw Field

This value is not imported. The wizard checks this field to ensure only active records are imported.

Tax district

This value is not imported. The wizard checks this field to ensure only sales tax records are imported.

Rate

Vendor ID

Service Orders Import

Follow these steps to add historical service order data to existing accounts, including up to 5 notes for each service order. This import does not update existing service orders. Historical data is useful for researching and troubleshooting current issues, including work requested, work performed, system serviced, tech assigned, and service open/close dates.

If importing records to implement the Tigerpaw Business Suite, run the Service Orders import after the

Accounts import.

1. Review the Service Order Import Notes section in this topic.

2. Print and complete the Import Checklist .

IMPORTANT: If your import file exactly matches the Service Order Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the

"Service Orders" import template when running the wizard. The import template is mapped to the worksheet.

Service Order Import Notes

The account and account link value must exist in Tigerpaw. For example, if you select "Account ID", all accounts for the imported records must already have an

Account ID.

Records with an invalid account link value are rejected.

The wizard auto assigns a value when one of these rep fields is blank in the import source:

Taken by – Import default rep

Rep to credit – Account rep

Primary technician – "unassigned"

Field Values You are Prompted to Enter on the Wizard

When you run this import type, the wizard prompts you to enter the following information. Review this list to ensure the values you plan to enter already exist in Tigerpaw.

Field Label

Security role for imported reps

Account link

Taken by rep

Service order type

Service order priority

New service order status

Open service order status

Closed service order status

Service order payment method

Required

Yes

Auto Applied to

All rep records created by the import. This setting has no impact on existing Tigerpaw reps.

Every record in the import file. This setting indicates the imported value used to tie each service order to a Tigerpaw account: Account number, Account ID, or A/R customer number.

The account and account link value must exist in Tigerpaw.

For example, if you select "Account ID", all accounts for the imported records must already have an

Account ID.

Service orders created by the import, if blank in the import file.

All service orders created by the import.

Tigerpaw

Status

if the incoming status is "New".

Tigerpaw

Status

if the incoming status is "Open".

Yes

Tigerpaw Status if the incoming status is "Closed".

Service orders created by the import, if blank in the import file.

Map the Imported Fields

The following fields are available for import. Review this list for related records you should define in

Tigerpaw before performing this import, such as service order statuses.

If using an Excel spreadsheet in the specified format for importing service orders, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Account link field Import one of these values.

Account Number – integer

Account ID – varchar (50)

A/R customer number – varchar (50)

The imported value must match the account link type you select in the wizard.

Imported Field Import Wizard Field

Service order number

Brief description

Date received

Time received

Date requested

Time requested

Date opened

Time opened

Date closed

Data Type/Valid Values

Integer

If this service order number already exists in

Tigerpaw, the service order is created with a new number. varchar (150)

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Datetime

Use one of these formats:

Military time, e.g. 1630

hh:mm AM or PM, e.g. 4:30 PM

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Datetime

Use one of these formats:

Military time, e.g. 1630

hh:mm AM or PM, e.g. 4:30 PM

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Datetime

Use one of these formats:

Military time, e.g. 1630

hh:mm AM or PM, e.g. 4:30 PM

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Imported Field Import Wizard Field Data Type/Valid Values

Time closed

Description of problem

Work performed

Status

Payment method

System serviced

Order type

Reference

Estimated time

Tech assigned name

Datetime

Use one of these formats:

Military time, e.g. 1630

hh:mm AM or PM, e.g. 4:30 PM varchar (MAX)

Tigerpaw field: Work requested varchar (MAX) varchar (50) varchar (50) varchar (50) varchar (50) varchar (50)

Datetime

Use one of these formats:

Military time, e.g. 1630

hh:mm AM or PM, e.g. 4:30 PM varchar (77)

Tigerpaw field: Primary (tech) varchar (77) varchar (77)

Taken by rep name

Contact name

Contact phone

Rep to credit name varchar (30) varchar (77)

Tag number varchar (10)

Loaner agreement number varchar (10)

Customer PO number

Bid price

Service zone

Verified by

Date verified

Customer reference number varchar (50) money varchar (50) varchar (20)

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK) varchar (20)

Imported Field Import Wizard Field

Directions to location

Note 1

Note 2

Note 3

Note 4

Note 5

Invoice terms

Data Type/Valid Values varchar (1000) varchar (MAX) varchar (MAX) varchar (MAX) varchar (MAX) varchar (MAX)

Varchar (50)

SIC or NAICS Codes Import

Print and complete the Import Checklist to add industry codes to the master tables, such as Standard

Industrial Classification (SIC) codes, North American Industry Classification System (NAICS) codes, or user-defined values. This import does not update existing SIC codes.

The SIC Codes import has no import settings or default field values.

Map the Imported Fields

The following fields are available for import.

Imported Field Import Wizard Field

SIC code

Description

Data Type/Valid Values varchar (20) varchar (100)

Subcontractors Import

Follow these steps to add or update subcontractor settings on accounts. If an account does not exist, the

Import Wizard creates the account. If importing records to implement the Tigerpaw Business Suite, run the Subcontractors import after the Accounts import.

1. Review the Subcontractor Import Notes section in this topic.

2. Print and complete the Import Checklist .

IMPORTANT: If your import file exactly matches the Subcontractor Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the

"Subcontractors" import template when running the wizard. The import template is mapped to the worksheet.

Subcontractor Import Notes

The Subcontractors import requires a unique

Account group

value for the imported accounts. We recommend you keep the default value derived from the import "mm.dd.yyyy at hh:mm AM/PM", such as

"Import 10.27.2015 at 08:17 AM". This unique account group allows you to quickly identify the imported subcontractors in the Group Explorer when verifying the imported data.

When you import a subcontractor, Tigerpaw sets the

Is a subcontractor

field on the account and saves the imported data to the Subcontractor Information window.

Field Values You are Prompted to Enter

When you run this import type, the wizard prompts you to enter the following information. Review this list to ensure the values you plan to enter already exist in Tigerpaw.

Field Label Required Auto Applied to

Account group Yes All subcontractor accounts created by the import.

Assigned rep

Tax code

Account type

Account status

Account profile

Account SIC code

Source

Account notes

Contact group

Price level

Country

Yes

Keep the default value, which ensures a unique group name.

All subcontractor accounts created by the import.

Journal note for each imported subcontractor for example to identify the import source.

All subcontractor accounts created by the import.

All imported subcontractors. If this field is blank, new subcontractors are assigned the first price level.

Setting this value on subcontractor accounts created by the import, if blank in the import file.

Map the Imported Fields

The following fields are available for import. Review this list for related records you should define in

Tigerpaw before performing this import, such as accounts.

If using an Excel spreadsheet in the specified format for importing subcontractors, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Account number

Account name

Account ID

Address 1

Address 2 integer varchar (150) varchar (50) varchar (50) varchar (50)

Imported Field Import Wizard Field Data Type/Valid Values

City

State

ZIP/Postal code

Country

City/State

City/State/ZIP

Primary phone

Primary fax

Other phone

Web home page

Primary contact full name varchar (50) varchar (50) varchar (20) varchar (50) varchar (50), varchar (50)

Each element is truncated at 50 characters and separated by a comma and space. varchar (50), varchar (50), varchar (20)

Each element is truncated at its maximum value and separated by a comma and space. varchar (30) varchar (30) varchar (30) varchar (150)

Tigerpaw field: Primary URL varchar (77)

Contact phone

Trip charge varchar (30) money

Master agreement indicator Bit

Valid values:

False, No, F, N, or 0

True, Yes, T, Y, or 1

Comments

Materials markup percent

Labor rate

Number of techs varchar (1000) decimal (5) money integer

License number

License state

Insurance certificate expiration date varchar (50) varchar (50)

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Imported Field Import Wizard Field

Insurance certificate number

Data Type/Valid Values varchar (50)

Label the spreadsheet columns to match existing custom fields in Tigerpaw.

Custom fields defined in Tigerpaw automatically display at the end of the

Available fields list.

Tasks Import

Print and complete the Import Checklist to add tasks to existing accounts. This import does not update

existing tasks. If importing records to implement the Tigerpaw Business Suite, run the Tasks import after the Accounts import.

The rep running the import is auto assigned as the

Scheduled by rep on imported tasks.

IMPORTANT: If your import file exactly matches the Tasks Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the "Tasks" import template when running the wizard. The import template is mapped to the worksheet.

Field Values You are Prompted to Enter on the Wizard

When you run this import type, the wizard prompts you to enter the following information. Review this list to ensure the values you plan to enter already exist in Tigerpaw.

Field Label Required Auto Applied to

Security role for imported reps Yes

Account link

Priority to assign

Task rep

Task type

Task action

Yes

All rep records created by the import. This setting has no impact on existing Tigerpaw reps.

Every record in the import file. This setting indicates the imported value used to tie each circuit to a Tigerpaw account: Account number, Account ID, or A/R customer number.

The account and account link value must exist in

Tigerpaw. For example, if you select "Account ID", all accounts for the imported records must already have an

Account ID.

Tasks created by the import, if blank in the import file.

All tasks created by the import.

NOTE: The account and account link value must exist in Tigerpaw. For example, if you select "Account

ID", all accounts for the imported records must already have an Account ID.

Records with an invalid account link value are rejected.

Best practice: Set the Account link

Map the Imported Fields

The following fields are available for import. Review this list for related records you should define in

Tigerpaw before performing this import, such as reps.

If using an Excel spreadsheet in the specified format for importing tasks, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Data Type/Valid Values

Account link field

Start date

Start time

End date

End time

Import one of these values.

Account Number – integer

Account ID – varchar (50)

A/R customer number – varchar (50)

The imported value must match the account link type you select in the wizard.

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Datetime

Use one of these formats:

Military time, e.g. 1630

hh:mm AM or PM, e.g. 4:30 PM

Datetime

Use your regional format:

mm/dd/yyyy (US)

dd/mm/yyyy (UK)

Datetime

Use one of these formats:

Military time, e.g. 1630

hh:mm AM or PM, e.g. 4:30 PM

Imported Field Import Wizard Field

Comment

Priority

Rep number

Rep name

Data Type/Valid Values varchar (2000) varchar (6)

Valid values:

High

Medium

Low integer varchar (77)

You can import a rep number OR a rep name but not both.

Vendors Import

Follow these steps to add or update vendor settings on accounts. If an account does not exist, the Import

Wizard creates the account. When you import a vendor, Tigerpaw auto sets the

Is a vendor

field on the account and saves the imported data to the Vendor Information window.

If you want to keep your original vendor IDs, you must import the accounts using the Vendors import. When vendors are entered manually or imported as accounts, the vendor (account) IDs are system-defined and uneditable.

1. Review the Vendor Import Notes section in this topic.

2. If exporting data from QuickBooks, complete steps in the Export Vendors from QuickBooks and

Import QuickBooks Vendors topics.

3. If not exporting from QuickBooks, print and complete the

Import Checklist .

IMPORTANT: If your import file exactly matches the Vendor Import Worksheet for mapping the imported fields (including blank columns for values not being imported), select the "Vendors" import template when running the wizard. The import template is mapped to the worksheet.

Vendor Import Notes

If importing records to implement the Tigerpaw Business Suite, run the Vendors import after the Accounts import.

The Vendors import requires a unique

Account group

value for the imported accounts. We recommend you keep the default value derived from the import "mm.dd.yyyy at hh:mm AM/PM", such as "Import

10.27.2015 at 08:17 AM". This unique account group allows you to quickly identify the imported vendors in the Group Explorer when verifying the imported data.

Field Values You are Prompted to Enter on the Wizard

When you run this import type, the wizard prompts you to enter the following information. Review this list to ensure the values you plan to enter already exist in Tigerpaw.

Field Label

Account group

Assigned rep

Tax code

Account type

Account status

Account profile

Account SIC code

Source

Account notes

Contact group

Price level

Country

Freight terms

Ship method

Discount %

Discount days

Discount net days

(i.e. invoice terms)

Yes

Required

Yes

Auto Applied to

All vendor accounts created by the import.

Keep the default value to ensure a unique group name.

All vendor accounts created by the import.

Journal note for each imported vendor, for example to identify the import source.

All vendor accounts created by the import.

All imported vendor accounts. If this field is blank, new vendor accounts are assigned the first price level.

Vendors created by the import, if blank in the import file.

Map the Imported Fields

The following fields are available for import. Review this list for related records you should define in

Tigerpaw before performing this import, such as accounts.

If using an Excel spreadsheet in the specified format for generic or QuickBooks imports, these fields are already mapped to an import template.

Related Topic: Import Templates and Worksheets

If not using a specified format, use this grid as a worksheet to match the imported values to Tigerpaw fields.

Imported Field Import Wizard Field Notes/Tigerpaw Field

Account name varchar (150)

Account

Name

Imported Field Import Wizard Field Notes/Tigerpaw Field

A/P vendor ID varchar (50)

A/P vendor ID on the Vendor Information window and A/R customer ID on the

Accounting Information window

The A/P vendor ID is required to link the

Tigerpaw account to the QuickBooks account.

Address 1

Address 2

City

State

ZIP/Postal code

Country

City/State

City/State/ZIP varchar (50) varchar (50) varchar (50) varchar (50) varchar (20) varchar (50) varchar (50), varchar (50)

Each element is truncated at 50 characters and separated by a comma and space. varchar (50), varchar (50), varchar (20)

Each element is truncated at its maximum value and separated by a comma and space.

Vendor account number

NOTE: This field is numeric only.

Integer

Once imported, this field is uneditable in

Tigerpaw. At the top of the Account view, the account number displays in parentheses after the account name.

Primary phone varchar (30)

Account

Phone

number, flagged as primary

, with Ext . set to Main

Alternate phone

Primary contact full name

Contact phone varchar (30)

Account

Phone

number varchar (77)

Contact

on the Vendor Information window and account

Contact name

, flagged as primary varchar (30)

Contact phone number on the Vendor

Information window and Account view

Imported Field Import Wizard Field Notes/Tigerpaw Field

Primary fax

Web home page

Account ID varchar (30)

Account Phone number, flagged as primary

, with

Ext

. set to Fax varchar (150)

Account

Primary URL varchar (50)

Account ID

on the Account view

Our credit limit

Discount days

Money

Credit limit

on the Vendor Information window

Integer

Discount

Days

on the Vendor Information window

Discount percent Real number

Discount

Percent

on the Vendor Information window

Net days (invoice terms)

NOTE: This field is numeric only.

Integer

Net days

on the Vendor Information window and

Invoice terms

on the Accounting

Information window

Our customer number varchar (50)

Our customer number

on the Vendor

Information window

Internet ID varchar (50)

Internet ID

on the Vendor Information window, e.g. your login ID for the vendor's website or the vendor's URL for returns.

Minimum order quantity Float

Minimum order

Quantity

on the Vendor

Information window

Minimum order amount Money

Minimum order

Amount

on the Vendor

Information window

Freight terms

PO lead time varchar (50) varchar (30)

Shipping method varchar (50)

Standing RMA number varchar (50)

Imported Field Import Wizard Field

Notes/Tigerpaw Field

Label the spreadsheet columns to match existing custom fields in Tigerpaw.

Custom fields defined in Tigerpaw automatically display at the end of the

Available fields

list.

Export Vendors from QuickBooks

Follow these steps to export vendor data from QuickBooks to Excel:

1. QuickBooks toolbar > Reports > List > Vendor Contact List. The default Vendor Contact List report displays.

2. Click

Report window displays.

OR , based on your version of QuickBooks. The Modify

A checkmark indicates the column is included in the report.

3. In the Columns field, uncheck "(Left margin)".

4. Check or uncheck column names until only the following columns are checked. Read this list in columns rather than rows to match the order displayed in the

Columns

field.

Active Status

Vendor

Phone

Alt. Phone

Fax

Contact

Bill from 1

Bill from 2

Bill from City

Bill from State

Bill from ZIP

Bill from Country

Account No.

Terms

Credit Limit

5. Select the Filters tab.

Filters ensure the report excludes records that should not be exported.

6. In the Current filter choices field, verify the Filter column displays Active Status and the Set to column displays Active. This setting ensures the report includes only current vendors.

7. Click to accept your changes. QuickBooks closes the Modify Report window and immediately updates the report format.

The first column should display "Active" for all vendors.

8. Click > Create New Worksheet > version of QuickBooks.

OR click

9. If you clicked advice

and click .

> Advanced tab, based on your

, uncheck

Include QuickBooks Export Guide worksheet with helpful

10. If you accessed the Advanced tab, follow these steps:

Uncheck

Space between columns

On the Basic tab, uncheck

Include a new worksheet in the workbook that explains Excel worksheet linking

11. Click to initiate the export and display the report in Excel.

12. Save the exported report as Tigerpaw Vendor Contact List in an Excel format (.XLS or .XLSX, based on the version installed on your system).

13. In QuickBooks, click displays.

above the Vendor Contact List report. The Memorize Report window

Do not retain the default name, which would overwrite the existing report.

14. Change the

Name

to "Tigerpaw Vendor List".

15. Skip the

Save in Memorized Report Group

field, which does not apply in this situation.

16. Click to accept your changes and save the new report.

17. To view the report or run it later from the QuickBooks menu, select Reports > Memorized Reports >

Tigerpaw Vendor List.

Import QuickBooks Vendors

Complete these steps to import vendors from the file created per instructions in the

Export Vendors from

QuickBooks topic:

1. Copy the Vendor column and paste it beside the current Vendor column. In the Import Wizard, this data is mapped to two fields: Account name and A/P vendor ID .

2. Relabel the second

Vendor

column as

Vendor ID

3. Verify the column order matches the order in the grid below.

4. Print and complete the Import Checklist .

IMPORTANT: Select the "QB Vendors" import template in the wizard, which is mapped to the spreadsheet.

Verify the Spreadsheet Columns

Before you import the file, verify the column order matches the order in the grid below.

QuickBooks Field Import Wizard Field Notes/Tigerpaw Field

Active status <Skip field>

Vendor Account name

This value is not imported. The wizard checks this field to ensure only active records are imported.

You will select a Tigerpaw Status for imported vendors within the wizard.

Account Name

QuickBooks Field

Vendor ID

Bill from city

Bill from state

Bill from ZIP

Bill from country

Account No.

Bill from 1

Bill from 2

Contact

Phone

Alt phone

Fax

Terms

Credit limit

Import Wizard Field Notes/Tigerpaw Field

A/P Vendor ID A/P Vendor ID on the Vendor Information window and A/R customer ID on the Accounting

Information window.

The A/P vendor ID is required to link the Tigerpaw account to the QuickBooks account.

City

State

ZIP/Postal code

Country

City

State

ZIP

Country

Account ID

Address 1

Account ID

Address 1

Address 2

Primary contact full name

Contact

on the Vendor Information window and account

Contact name

, flagged as primary

Primary phone

Other phone

Primary fax

Account

Phone

number, flagged as primary , with

Ext

. set to Main

Account

Phone

number

Net days

Our credit limit

Account

Phone

number flagged as primary , with

Ext

. set to Fax

Net days

on the Vendor Information window and

Invoice terms

on the Accounting Information window

Credit limit

on the Vendor Information window

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