StableN/ASyncedN/A

Supplier XLS template fields

Updated Jul 3, 20268 viewsView on usehalo.com

Supplier XLS template fields

Column Header
Halo Field nameLocation in Halo
Name

Supplier Name

Mandatory field. Set in the Details tab of a Supplier. This is the Company name of the Supplier.
AccountsID

Accounts ID

Settings tab of a Supplier. This is the ID used for to identify this Supplier in Accounting Integrations. 
Phone1

Phone Number

Details tab of a Supplier. This is the phone number of the Supplier.
Phone2

Phone Number 2

Details tab of a Supplier. This is the second phone number of the Supplier.
Phone3

Phone Number 3

Details tab of a Supplier. This is the phone number of the Supplier.
Notes
NotesDetails tab of a  Supplier. These are notes about the Supplier. 
EmailAddress

Billing Email Address

Details tab of a Supplier. This is the email address used to contact the Supplier. 
EmailDomain

Domain Name(s)

Settings tab of a Supplier. The Domain of emails from this  Supplier. This is used for Domain matching to assign Tickets to the correct Supplier even when no User is matched. 
Address
Address
Details tab of a Supplier. This is the address of the Supplier.   
Website

Web site

Details tab of a Supplier. This is the Supplier's website.   
ContactName

Contact Name

Details tab of a Supplier. The name of the main contract at this Supplier.  
ContactPosition

Contact Title

Details tab of a Supplier. The position of the main contact at this Supplier.   
Mobile

Mobile Number

Details tab of a Supplier.  This is the mobile phone number of a contact at this Supplier.