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Flozen File Import Specifications

The import function of the Flozen On boarding process takes some important and required information. The import process will accept an excel file containing multiple subjects of the data or a single comma (,) separated value (CSV) only. The file does require a header record and these should be included. Located below are the table listing the fields that are available for import in various modules.
Note: Location /Order of the fields in the file is changeable.
Attached is the Import File Template for quick filling of the information.

Field Name Length Allowed Values Required? Default Description
VendorName 100 Alpha Numeric Yes Vendor Number
Vendor Identification Number 10 Alpha Numeric Yes Vendor Tax Id (xx-xxxxxxx)
EMail 100 Alpha Numeric Yes Vendor communication Email Address
Phone1 20 Numeric Yes Vendor Business Phone
Website 100 Alpha Numeric Vendor company website
Invoicing Terms 20 Weekly / BiWeekly / Semi-Monthly / Monthly / MonthlyNBIW Monthly Vendor Invoicing Terms
Vendor Status 10 Active / InActive Active Vendor Active Status
DUNS 9 Alpha Numeric Vendor DUNS Number
Address1 100 Alpha Numeric Yes Vendor Communication Address 1
Address2 100 Alpha Numeric Vendor Communication Address
City 50 Alpha Numeric Yes Vendor Communication City
State 50 Alpha Numeric Yes Vendor Communication State
ZIP 10 Alpha Numeric Yes Vendor Communication Postal Code
Country 5 Alpha Numeric Default country is the country the company is registered in An ISO two-character Code of the country
BAddress1 100 Alpha Numeric Same as Communication Address 1 Vendor Billing Address 1
BAddress2 100 Alpha Numeric Same as Communication Address 2 Vendor Billing Address 2
BCity 50 Alpha Numerice Same as Communication City Vendor Billing City
BState 50 Alpha Numeric Same as Communication State Vendor Billing State
BZip 10 Alpha Numeric Same as Communication Postal Code Vendor Billing Postal Code
BCountry 5 Alpha Numeric Same as Communication Country An ISO two-character Code of the country
PaymentTerms 20 Net 7 / Net10 / Net 15 / Net 30 / Net 45 / Net 60 / Net 75 / Net 90 Net 30 Vendor Payment Terms
Phone2 20 Numeric Vendor Personal/Mobile Phone
Phone3 20 Numeric Vendor Another Phone
Fax 20 Numeric Vendor Fax Number
Notes 300 Alpha Numeric Other Information
Field Name Length Allowed Values Required? Default Description
FirstName 50 Alpha Numeric Yes Employee First Name
MiddleName 50 Alpha Numeric Employee Middle Name
LastName 50 Alpha Numeric Yes Employee Last Name
Employee Number 20 Alpha Numeric Yes Provide Any Employee Number
Social Security Number 10 Numeric Yes Social Security Number
Date Of Birth Date Yes Employee Date of Birth
Gender 10 Male / Female Yes Gender
Hire Date Date Yes Employee Hire Date into the company
Mobile Phone 20 Numeric
Home Phone 20 Numeric Yes Phone number of the employee
Home Fax 20 Numeric
Home EMail 100 Alpha Numeric Yes Email Address of employee
Address1 100 Alpha Numeric Yes Physical Address of the employee
Address2 100 Alpha Numeric Continuation of physical address of employee
City 50 Alpha Numeric Yes City Employee living in
State 50 Alpha Numeric Yes State Employee living in
Zip 10 Alpha Numeric Yes Zip/Postal Code Employee living in
Country 5 Alpha Numeric Country the company registered. Country Employee Living in An ISO two-character Code of the country
Employee Type Contractor / Employee / Referral / Trainee Employee Employee Type
Supplier 100 Alpha Numeric Name of Supplier, if Employee is a sub-Contractor / Contingent Employee
Employment Type 10 FullTime / PartTime Full Time Employment Type of Employee
Employee Status 20 Active /Terminated / OnLeave Active Employment Status
Employment Status 20 Active / HireInProgress / OnBench Active Employment Status of the employee
Employee Title 50 Alpha Numeric Software Engineer Job Title of Employee
Pay Type 10 Daily / Hourly / Monthly Yes Monthly Pay Type of Employee
Pay Rate Numeric Yes Pay Rate of Employee
Pay Frequency 10 Weekly / BiWeekly / Monthly Company's Payroll frequency Salary Frequency of Employee
Pay Period Standard Hours Numeric
Pay Description 200 Alpha Numeric
Pay Effective Date Date
Pay Review Date Date
Overtime Factor Numeric 1.5 Overtime factor applied to employee payroll
ReHire Date Date Re-Hire Date of Employee, in case of Employee is Re-Hired into company
Work Phone 30 Numeric
Work Fax 30 Numeric
Termination Date Date Date Employee is terminated
Termination Reason Alpha Numeric Terminate Reason of Employee, if incase Employee is terminated
Statutory Employee 1 Yes/No No. However, Yes, if Employee Type is Contractor Statutory Employee
Eligibility Retirement Plan 1 Yes/No Yes Is Employee Eligible for Retirement Plan, if offered
Retirement Eligibility Date Date Employee Hire/Re-Hire Date Retirement plan eligibility date, if retirement plan is offered by company
Field Name Length Allowed Values Required? Default Description
Client Name 100 Alpha Numeric Yes Client Name
Employer Identification Number 10 Alpha Numeric Client Tax Id(xx-xxxxxxx)
DUNS 9 Alpha Numeric Client DUNS number
Website 100 Alpha Numeric client company website
EMail 100 Alpha Numeric Yes Client Email address
Mobile Phone 20 Alpha Numeric Yes Phone number for Client
Delivery Method 10 Email Email Client Invoice Delivery Method
Invoice Delivery EMail 100 Alpha Numeric Yes Client Invoice Delivery Email Address
Payment Terms 20 Net 7 / Net10 / Net 15 / Net 30 / Net 45 / Net 60 / Net 75 / Net 90 Net 30 Client Payment Terms
Invoicing Terms 20 Weekly / BiWeekly / Semi-Monthly / Monthly / MonthlyNBIW Monthly Client Invoice Terms
Invoice Item Grouping Periods 10 WeekStart / WeekEnd / Monthly / Day / NoGrouping WeekEnd Any Grouping of Time Effort on the Invoice
CAddress1 100 Alpha Numeric Yes Client communication Address
CAddress2 100 Alpha Numeric continuion of client communication Address
CCity 50 Alpha Numeric Yes Client communication Address City
CState 50 Alpha Numeric Yes Client communication Address State
CZip 10 Alpha Numeric Yes Client communication Address Zip/Postal Code
CCountry 5 Alpha Numeric Yes Client communication Address Country
BAddress1 100 Alpha Numeric Client Business Address
BAddress2 100 Alpha Numeric continuion of client business Address
BCity 50 Alpha Numeric Client business Address City
BState 50 Alpha Numeric Client business Address State
BZip 10 Alpha Numeric Client business Address Zip/Postal Code
BCountry 5 Alpha Numeric Client business Address Country
Phone2 20 Alpha Numeric Phone number for Client
Phone3 20 Alpha Numeric Phone number for Client
Fax 20 Alpha Numeric Fax number for Client
Client Status 10 Active/Inactive Active Client company status
Payment Method 20 ACH Transfer / Cash / Cheque Cheque Client Default Payment Method
Discount Type 20 Percent/Fixed Discount Type if a discount is offered to client
Discount Numeric Discount value if a discount is offered
Commission Type 20 Percent/Fixed Any commissions types payable to any third party
Commission Numeric Commission value payable for any third parth
Notes 300 Alpha Numeric Additional Info
Enable Auto Invoice 3 Yes/No Yes Is Automatic invoicing enabled, once is the timesheet is approved.
Time Sheet Required 3 Yes/No Yes Is the Invoice is accompanied by approved timesheets uploaded by employee
Weekend Day Numeric Saturday Weekend day of the client commonly used. 0=Sunday, 1=Monday, 2=Tuesday, 3=Wednesday, 4=Thursday, 5=Friday, 6=Saturday
Enable Auto Approve TS 3 Yes/No Yes Allow the timesheet to be processed for automatic approval of the timesheet
Notification Enabled 3 Yes/No Yes Does the client is required to be notified of invoice payment when it is due
First Notification 10 Alpha Numeric Before When the first notification to be sent to client, when the invoice is due.
No of Days Numeric 3 #of days before or after the notification to be sent to client for the invoice payment reminder.
Notification Interval Days Numeric 1 is the notification to be sent frequently, until the invoice is paid.
Until Paid 3 Yes/No Yes When the notifications to be stopped to be sent to client, if not paid
Max Num Of Notifications Numeric #of notifications to be sent to client, when the invoice is not paid.
Ignore Invoice Send Notification 3 Yes/No No Does the company to be reminded, incase if the invoice is created in the system but it was not sent to client.
Field Name Length Allowed Values Required? Default Description
Project Name 50 Alpha Numeric Yes Project Name
Project Short Name 20 Alpha Numeric Yes Project Short Name
Project Description 100 Alpha Numeric Project Description
Project Start Date Date Yes Start Date of the Project
Duration Type 10 Date / Hours / Weeks / Months Yes Months Project Duration Type
Duration 20 Alpha Numeric Yes Project Duration Value
Billable 3 Yes/No Yes Is the Project Billable
Rate Type 10 Hourly / Daily / Weekly / Monthly Hourly Project Rate Type
Rate Numeric Yes Project Rate
Invoicing Terms 20 Weekly / BiWeekly / Semi-Monthly / Monthly / MonthlyNBIW Monthly Project Invoicing Terms
No Of Resources Numeric 1 # of Resources required for the project
Client Name 100 Alpha Numeric Yes Client Name of the Project
Address1 100 Alpha Numeric Yes Project Location Address
Address2 100 Alpha Numeric Continution of Project Location Address
City 50 Alpha Numeric Yes Project Location City
State 50 Alpha Numeric Yes Project Location State
Alpha Numeric
Country 10 Alpha Numeric Country in which the company is registered Project Location Country. An ISO two character code of the country.
Zip 5 Alpha Numeric Yes Project Location Zip/Postal Code
Default Pay Percent Numeric 80 Default % paid to the project resources
End Client Name 100 Alpha Numeric End Beneficiary of the Project
First Name 50 Alpha Numeric End Beneficiary Contact First Name
Last Name 50 Alpha Numeric End Beneficiary Contact Last Name
Home EMail 100 Alpha Numeric End Beneficiary Contact Email Address
Mobile Phone 20 Alpha Numeric End Beneficiary Contact Phone Number
Employee Number 20 Alpha Numeric Employee Assigned to the Project
Assign Date Date Project Start Date Employee Assigned date to the Project
Unassign Date Date Project End Date Employee UnAssigned date to the Project
Assignment Billable 3 Yes/No Yes Is the resource assigned to the project is Billable
Primary Project 3 Yes/No Yes
Remarks 300 Alpha Numeric Additional Info of Client Assignments
Timesheet Effective Date Date Project Assign Date Date from which, Timesheet tracking to be enabled
Notified Rate Numeric Default is Project Rate Project Rate Notified to the Resource
Rate Effective Date Date Default is Project Assign Date Effective date of the current project, default is assign date
Compensation Type 20 Percent/Fixed Percent How the project resource is compensated
Compensation Value Numeric 80 compensation value
Compensation Effective Date Date Project Assign Date If there is a revision in the Project rate, what is the effective date of current rate revision
Description 100 Alpha Numeric Compensation rate revision Description
Project Timesheet Required 3 Yes/No Yes Are the end client approved timesheets required to be submitted for this project
Project Enable Auto Approve TS 3 Yes/No Yes Is this project timesheets are enabled for auto approval by the system?
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