Imports Glossary

Updated on 03 May 2023
3 Minutes to read

Dark
Light

Article summary

Did you find this summary helpful?

Thank you for your feedback

All the columns for each of the imports files we make available on the Admin Panel are detailed below. We let you know the format we need for smooth and error-free imports, as well as whether or not the column is required or optional.

Asset

Column	Details	Format	Required/Optional
Location	Location where the asset is available.	Must be an exact match (spelling and case) with the relevant location in your Nexudus account.	Required
Name	Name of the asset.	Assets can share the same name as long as they all have a unique SKU.	Required
Description	Description of the asset.	—	Optional
SKU	Stock keeping unit of the asset.	Must be unique to each asset.	Required only if multiple assets share the same Name.
Value	Estimated value of the asset. This is just a guideline should you need to charge the customer for damage or loss.	—	Optional
CoworkerId	ID of the customer assigned the asset.	—	Optional
CoworkerEmail	Email of the customer assigmed the asset.	—	Required if you fill out CoworkerNotes, CoworkerAssignedFrom, or CoworkerAssignedTo.
CoworkerNotes	Notes you want to link to the asset assigned to a customer.	—	Optional, but you must fill out CoworkerEmail and CoworkerAssignedFrom to import this column.
CoworkerAssignedFrom	Date when the asset was assigned to the customer.	yyyy-mm-dd hh:mm	Required if you fill out CoworkerEmail or CoworkerNote.
CoworkerAssignedTo	Date when the asset was returned by the customer.	yyyy-mm-dd hh:mm	Optional

Products

This file lets you import products to your Nexudus Inventory.

Column	Details	Format	Required/Optional
Location	Location where the product is available.	Must be an exact match (spelling and case) with the relevant location in your Nexudus account.	Required
Name	Name of the product.	—	Required
DisplayOrder	Display order of the product on the Members Portal.	Use 10 or 100 increments to make it easier to order new products later. For example, product 1 - 100 , product 2 - 200, product 3 - 300, etc.	Optional
Description	Description fo the product displayed on the Admin Panel and the Members Portal.	—	Optional
Price	Price of the product per unit.	—	Required
Tags	Tags that can be used to filter products on the Admin Panel and the Members Portal.	Must be an exact match (spelling and case) for all products sharing the tag.	Optional
SKU	Stock keeping unit of the product.	Must be unique to each product	Optional
Visible	Make the product visible on the Members Portal for customers to purchase.	YES or NO	Required
Availability	Make the product only purchasable as a one-off or both as a one-off and on a recurring basis.	OnlyOneOff or RecurrentOrOneOff	Required

Product sales

This files lets you import product sales and add them to customer acconts in Nexudus.

You must import your products and customers or create them directly on the Admin Panel before importing product sales.

Column	Details	Format	Required/Optional
Location	Location where the product is sold to a customer.	Must be an exact match (spelling and case) with the relevant location in your Nexudus account.	Required
Email	Email of the customer that should be invoiced for the product purchase.	Must be an exact match with the email of an existing customer in your Nexudus account.	Required
ProductName	Name of the product.	Must be an exact match (spelling and case) with an exisiting product in your location's Inventory.	Required
RegularCharge	Charge the customer for the product every time their main contract is renewed. For contacts, the product is sold every time an invoice is raised.	YES or NO - if you say YES, the product sold must also be available as a recurrent product.	Required
Quantity	Niumber of units of the product sold to the customer.	—	Required
Price	Price of the product per unit. This price can be different from the product's price on the Admin Panel.	—	Required
ActivateNow	Release the benefits linked to the product as soon as the product is added to the customer's account, whether or not they've paid for it.	YES or NO	Required
DueDate	Date when the customer's first invoice for the product becomes due.	yyyy-mm-dd hh:mm	Required
InvoiceOn	Date when you first want to invoice the customer for the product.	yyyy-mm-dd hh:mm	Required
RepeatUntil	Date until when the product should be invoiced.	yyyy-mm-dd hh:mm	Required
InvoiceThisCustomer	Invoice the customer for the purchase instead of their team's paying customer.	YES or NO	Required

Subscribers

This import file lets you import newsletter subscribers.

Column	Details	Format	Required/Optional
FullName	First and last name of the subscriber.	—	Required
CompanyName	Name of the subscriber company.	—	Optional
Reason	Source that brought the subscriber.	—	Optional
Email	Email address of the subscriber.	—	Required
Group	Subscriber group the subscriber belongs to.	Must be an exact match (spelling and case) with an existing subscriber group in your Nexudus account.	Optional

Event attendees

Column	Details	Format	Required/Optional
CoworkerEmail	Email of the customer attending the event.	—	Required if no AttendeeEmail
CoworkerName	Name of the customer attending the event.	—	Required if no AttendeeName
AttendeeEmail	Name of the person attending the event.	—	Required if no CoworkerEmail
AttendeeName	Name of the person attending the event.	—	Required if no CoworkerName
EventName	Name of the event.	Must be an exact match (spelling and case) with an existing event in your Nexudus account.	Required
EventProductName	Name of the event tickets being purchased.	Must be an exact match (spelling and case) with an existing ticket type in your Nexudus account.	Required
PurchaseOrder	Purchase order number of the customer, if any.	—	Optional
DueDate	Date when the invoice for the event ticket should become due.	yyyy-mm-dd hh:mm	Optional

Was this article helpful?

What's Next

Importing Data

Table of contents

Asset
Products
Product sales
Subscribers
Event attendees