Before starting an upload, make sure you have read the information available in the Introduction to TDI and Importing data with TDI articles and followed the guidance provided.
Mandatory file:
Optional file:
Prerequisites:
None required. However, we recommend uploading the Parent, Group, and User entities before Other accounts. Some columns within the Other account entity’s fields reference IDs found in these entities. If they are not uploaded first, these fields will be left blank and you will need to link Other accounts to their respective groups, and to their parent and user accounts from within the Turvo UI at a later time. An entity cannot reference information from another entity if that entity has not already been uploaded.
Note: Uploading the Contact entity prior to uploading this entity is not required, but if you have a single contact that is assigned to multiple Other accounts, it will provide the contact IDs necessary for the primaryContact column in otherAccount.csv. If this is not the case, uploading the Contact entity later and assigning contacts to Other accounts at that time is recommended.
Important note: Fields bolded and marked with an asterisk (*) are mandatory.
otherAccount.csv
|
Field |
Description |
Values/codes |
Format/restrictions |
|
id* |
Unique system ID for the entity. This ID is used anytime you would like to make updates or changes to the Other account in TDI or when using TDI to associate additional details to the account. If you do not have an existing ID to use in this field, you will need to create one. |
- |
Important note: ID cannot contain any spaces or special characters. |
|
name* |
Other account’s name. |
- |
No character restrictions. |
|
subType* |
The type of Other account. |
BUYER SELLER SUPPLIER VENDOR BILL_TO CONSIGNEE CUSTOMER_BROKER AGENT MANUFACTURER NOTIFY_PARTY FACTOR FREIGHT_FORWARD |
Enter the appropriate type from the list provided. Type is case sensitive, enter them exactly as shown. The type is for display and information purposes only and does not affect sharing or collaboration. Customer, Carrier, and Broker accounts cannot be entered here. |
|
parentAccount |
Enter the Parent account ID if you would like to associate the Other account with a Parent account. |
- |
ID should not contain any spaces or special characters. Find the reference ID for the respective parent in the Parent.csv upload sheet. |
|
taxId |
The Other account’s tax ID. |
- |
No character restrictions. |
|
address.line1 |
First line of address. |
- |
No character restrictions. |
|
address.line2 |
Second line of address for additional information, such as a unit number (if applicable). |
- |
No character restrictions. |
|
address.city |
Name of city. |
- |
Address city is required if adding an address to a Parent account. |
|
address.state |
Name or abbreviation of state/province. |
- |
No character restrictions. |
|
address.zip |
Zip code or postal code. |
- |
No character restrictions. |
|
address.country |
Name of country. |
- |
No character restrictions. |
|
phone |
Enter a phone number for the Parent. This will appear under the location Details tab > General section. |
- |
Integers only - No dashes or parentheses. (Ex.: 3135551500) |
|
phone.extension |
The extension of the phone number, if required. |
- |
Integers only. A phone number is required to use this field. |
|
phone.country |
The phone number’s country code. |
Examples: US: United States CA: Canada |
Enter the two-letter country code found in the Country codes table. |
|
accountOwner |
The ID of the Turvo user responsible for managing the Other account. |
- |
No character restrictions. Find the reference ID for the respective user in the user.csv upload sheet. |
|
status |
The status of the account in Turvo. |
Created: 161075 Active: 161076 Inactive: 161077 Suspended: 161078 |
Enter the number code corresponding to the correct status. |
|
notes |
A free text field used to provide notes about the status of the account. |
- |
Conditional field - only available if the status of the Other account is provided. No character restrictions. |
|
|
Enter an email address for the Other account. This will appear under the Other account Details tab > General > Profile section. |
- |
Standard email address format. |
|
primaryContact |
Enter contact ID for the primary contact for this account. |
- |
No character restrictions. If the Contact entity was uploaded before the Other account entity, contact IDs can be found in the ID column within the contact.csv spreadsheet. If the Contact entity was not uploaded before the Other account entity, leave blank. |
|
specialInstructions |
Enter any special instructions for the Other account. |
- |
Free text note field - No character restrictions. |
|
groupId |
If the Other account should belong to a group, enter the ID created for the group to establish the mapping. Note: If an Other account belongs to multiple groups, additional groups will be configured in the optional group.csv file. |
- |
No character restrictions. Find the reference ID for the respective group in the Group.csv upload sheet. |
|
url |
The website URL for the account. |
- |
No character restrictions. |
communication_channel.csv
Note: If the Other accounts added via the otherAccount.csv file only include one set of contact information for each column, this file is not required. If an Other account has multiple addresses, phone numbers, email addresses, etc., that need to be associated with it, treat this file as required.
|
Field |
Description |
Values/codes |
Format/restrictions |
|
id* |
Unique system ID for the entity. If you do not have an existing ID to use in this field, you will need to create one. |
- |
Important note: ID cannot contain any spaces or special characters. |
|
contextId* |
This ID corresponds to the Other account that this contact information should be associated with. |
- |
Find the reference ID for the respective other Account in the otherAccount.csv upload sheet. No character restrictions. |
|
email.type |
Indicate the type of email address for the contact. |
Main email: 161080 Billing email: 161081 Claims email: 161082 Other email: 161083 |
Enter the number code corresponding to the type of email address. Email type is required if entering an email address. |
|
|
Enter an email address for the Other account. This will appear under the Other account Details tab > General > Profile section. |
- |
Standard email address format. |
|
phone.type |
Type of phone number (work, home, etc.) |
Main phone: 161070 After hours phone: 161071 Billing phone: 161072 Fax: 161073 Other phone: 161074 |
Enter the number code corresponding to the type of phone number. Phone type is required if entering a phone number. |
|
phone |
Enter a phone number for the Other account. This will appear under the location Details tab > General section. |
- |
Integers only - No dashes or parentheses. (Ex.: 3135551500) |
|
phone.extension |
The extension of the phone number, if required. |
- |
Integers only. A phone number is required to use this field. |
|
phone.country |
The phone number’s country code. |
Examples: US: United States CA: Canada |
Enter the two-letter country code found in the Country codes table. |
|
address.type |
Indicate the type of address for the contact. |
Main address: 161090 Billing address: 161091 Work address: 161092 Other address: 161093 |
Enter the number code corresponding to the type of address. |
|
address.line1* |
First line of address. |
- |
No character restrictions. |
|
address.line2 |
Second line of address for additional information, such as a unit number (if applicable). |
- |
No character restrictions. |
|
address.city* |
Name of city. |
- |
Address city is required if adding an address to an Other account. |
|
address.state* |
Name or abbreviation of state/province. |
- |
No character restrictions. |
|
address.zip* |
Zip code or postal code. |
- |
No character restrictions. Must be a valid zip code. (Ex.:, 72748, 72748-9067, M5V 3T4) |
|
address.country |
Name of country. |
- |
No character restrictions. |
|
isPrimaryAddress |
Indicate whether this is the primary address for the contact. |
True/False |
Enter True if the address entered above is the primary address or False if it is not. |
|
isPrimaryEmail |
Indicate whether this is the primary email address for the contact. |
True/False |
Enter True if the email address entered above is the primary email address or False if it is not. |
|
isPrimaryPhone |
Indicate whether this is the primary phone number for the contact. |
True/False |
Enter True if the phone number entered above is the primary phone number or False if it is not. |
Group.csv
|
Field |
Description |
Values/codes |
Format/restrictions |
|
id* |
Unique system ID used as the identifier for the group. This ID is used anytime you would like to make updates or changes to the group via TDI or when using TDI to associate additional details to the group. If you do not have an existing ID to use in this field, you will need to create one. |
- |
Important note: ID cannot contain any spaces or special characters. |
|
contextId* |
Unique ID of the related Other account. |
- |
The ID entered into the id field of the otherAccount.csv. ID should not contain any spaces or special characters. |
|
groupId* |
The Turvo reference ID for the group to establish the mapping. |
- |
No character restrictions. Find the reference ID for the respective group in the Group.csv upload sheet. |
externalIds.csv
|
Field |
Description |
Values/codes |
Format/restrictions |
|
id* |
Unique system ID used as the identifier for the external ID. If you do not have an existing ID to use in this field, you will need to create one. |
- |
Important note: ID cannot contain any spaces or special characters. |
|
contextId* |
Unique ID of the related Other account. |
- |
The ID entered into the id field of the otherAccount.csv. ID should not contain any spaces or special characters. |
|
type* |
The type of external ID. |
CRM: crm_id ERP: erp_id Project ID: project_id Contract ID: contract_id Other: other_id |
Enter the appropriate ID type from the list provided. |
|
value* |
The actual letters, numbers, and characters that make up the external ID (Ex: ABC123). |
- |
No character restrictions. |
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