Advanced Enterprise Technologies, Inc.
Table of Contents

Accounts Sample

Account import samples are available in the following file formats:

 

Download Sample

Microsoft Excel Worksheet

Account ID Parent Account ID Parent Account Number Parent Account Name Account Group Account Name Prefix First Name Middle Initial Last Name Suffix Account Number Account Type Street 1 Street 2 Street 3 City State Zip Email Phone Number Fax Number Social Security Number Website Tax Status EIN Bill To Account ID Bill To Account Number Bill To Account Name Account Status Status Effective Date
1         CORPORATION My Company           MY-CO UNKNOWN 636 W Mc Kinley Ave     Mishawaka IN 46545           FOR-PROFIT 99-9999999       ACTIVE 01/01/2022
2     MY-CO   CATEGORY Division A           DIV-A N/A                                 ACTIVE 01/01/2022
3     DIV-A   INDIVIDUAL   Mr. John   Doe     UNKNOWN 225 Street Road Suite 5   Media PA 19382 jdoe@yourcompany.com (800) 555-1212   999-99-9999         MY-CO   ACTIVE 01/01/2022
4                                                              
 
Download Sample

JSON File

{
  "accounts": [
    {
      "accountId": "",
      "parentAccountId": "",
      "parentAccountNumber": "",
      "parentAccountName": "",
      "accountGroup": "CORPORATION",
      "accountName": "My Company",
      "prefix": "",
      "firstName": "",
      "middleInitial": "",
      "lastName": "",
      "suffix": "",
      "accountNumber": "MY-CO",
      "accountType": "UNKNOWN",
      "street1": "636 W Mc Kinley Ave",
      "street2": "",
      "street3": "",
      "city": "Mishawaka",
      "state": "IN",
      "zip": "46545",
      "email": "",
      "phoneNumber": "",
      "faxNumber": "",
      "socialSecurityNumber": "",
      "website": "",
      "taxStatus": "FOR-PROFIT",
      "ein": "99-9999999",
      "billToAccountId": "",
      "billToAccountNumber": "",
      "billToAccountName": "",
      "accountStatus": "ACTIVE",
      "statusEffectiveDate": "01/01/2022",
      "userDefinedFields": []
    },
    {
      "accountId": "",
      "parentAccountId": "",
      "parentAccountNumber": "MY-CO",
      "parentAccountName": "",
      "accountGroup": "CATEGORY",
      "accountName": "Division A",
      "prefix": "",
      "firstName": "",
      "middleInitial": "",
      "lastName": "",
      "suffix": "",
      "accountNumber": "DIV-A",
      "accountType": "N/A",
      "street1": "",
      "street2": "",
      "street3": "",
      "city": "",
      "state": "",
      "zip": "",
      "email": "",
      "phoneNumber": "",
      "faxNumber": "",
      "socialSecurityNumber": "",
      "website": "",
      "taxStatus": "",
      "ein": "",
      "billToAccountId": "",
      "billToAccountNumber": "",
      "billToAccountName": "",
      "accountStatus": "ACTIVE",
      "statusEffectiveDate": "01/01/2022",
      "userDefinedFields": []
    },
    {
      "accountId": "",
      "parentAccountId": "",
      "parentAccountNumber": "DIV-A",
      "parentAccountName": "",
      "accountGroup": "INDIVIDUAL",
      "accountName": "",
      "prefix": "Mr.",
      "firstName": "John",
      "middleInitial": "",
      "lastName": "Doe",
      "suffix": "",
      "accountNumber": "",
      "accountType": "UNKNOWN",
      "street1": "225 Street Road",
      "street2": "Suite 5",
      "street3": "",
      "city": "Media",
      "state": "PA",
      "zip": "19382",
      "email": "jdoe@yourcompany.com",
      "phoneNumber": "(800) 555-1212",
      "faxNumber": "",
      "socialSecurityNumber": "999-99-9999",
      "website": "",
      "taxStatus": "",
      "ein": "",
      "billToAccountId": "",
      "billToAccountNumber": "MY-CO",
      "billToAccountName": "",
      "accountStatus": "ACTIVE",
      "statusEffectiveDate": "01/01/2022",
      "userDefinedFields": []
    }
  ]
}
 
Download Sample

XML Document

<?xml version="1.0"?>
<import>
  <account>
    <accountId></accountId>
    <parentAccountId></parentAccountId>
    <parentAccountNumber></parentAccountNumber>
    <parentAccountName></parentAccountName>
    <accountGroup>CORPORATION</accountGroup>
    <accountName>My Company</accountName>
    <prefix></prefix>
    <firstName></firstName>
    <middleInitial></middleInitial>
    <lastName></lastName>
    <suffix></suffix>
    <accountNumber>MY-CO</accountNumber>
    <accountType>UNKNOWN</accountType>
    <street1>636 W Mc Kinley Ave</street1>
    <street2></street2>
    <street3></street3>
    <city>Mishawaka</city>
    <state>IN</state>
    <zip>46545</zip>
    <email></email>
    <phoneNumber></phoneNumber>
    <faxNumber></faxNumber>
    <socialSecurityNumber></socialSecurityNumber>
    <website></website>
    <taxStatus>FOR-PROFIT</taxStatus>
    <ein>99-9999999</ein>
    <billToAccountId></billToAccountId>
    <billToAccountNumber></billToAccountNumber>
    <billToAccountName></billToAccountName>
    <accountStatus>ACTIVE</accountStatus>
    <statusEffectiveDate>01/01/2022</statusEffectiveDate>
  </account>
  <account>
    <accountId></accountId>
    <parentAccountId></parentAccountId>
    <parentAccountNumber>MY-CO</parentAccountNumber>
    <parentAccountName></parentAccountName>
    <accountGroup>CATEGORY</accountGroup>
    <accountName>Division A</accountName>
    <prefix></prefix>
    <firstName></firstName>
    <middleInitial></middleInitial>
    <lastName></lastName>
    <suffix></suffix>
    <accountNumber>DIV-A</accountNumber>
    <accountType>N/A</accountType>
    <street1></street1>
    <street2></street2>
    <street3></street3>
    <city></city>
    <state></state>
    <zip></zip>
    <email></email>
    <phoneNumber></phoneNumber>
    <faxNumber></faxNumber>
    <socialSecurityNumber></socialSecurityNumber>
    <website></website>
    <taxStatus></taxStatus>
    <ein></ein>
    <billToAccountId></billToAccountId>
    <billToAccountNumber></billToAccountNumber>
    <billToAccountName></billToAccountName>
    <accountStatus>ACTIVE</accountStatus>
    <statusEffectiveDate>01/01/2022</statusEffectiveDate>
  </account>
  <account>
    <accountId></accountId>
    <parentAccountId></parentAccountId>
    <parentAccountNumber>DIV-A</parentAccountNumber>
    <parentAccountName></parentAccountName>
    <accountGroup>INDIVIDUAL</accountGroup>
    <accountName></accountName>
    <prefix>Mr.</prefix>
    <firstName>John</firstName>
    <middleInitial></middleInitial>
    <lastName>Doe</lastName>
    <suffix></suffix>
    <accountNumber></accountNumber>
    <accountType>UNKNOWN</accountType>
    <street1>225 Street Road</street1>
    <street2>Suite 5</street2>
    <street3></street3>
    <city>Media</city>
    <state>PA</state>
    <zip>19382</zip>
    <email>jdoe@yourcompany.com</email>
    <phoneNumber>(800) 555-1212</phoneNumber>
    <faxNumber></faxNumber>
    <socialSecurityNumber>999-99-9999</socialSecurityNumber>
    <website></website>
    <taxStatus></taxStatus>
    <ein></ein>
    <billToAccountId></billToAccountId>
    <billToAccountNumber>MY-CO</billToAccountNumber>
    <billToAccountName></billToAccountName>
    <accountStatus>ACTIVE</accountStatus>
    <statusEffectiveDate>01/01/2022</statusEffectiveDate>
  </account>
</import>