Child Projects Imports

Data Import Field Requirements

BulkSource import templates require exact field matching, valid references, and controlled value inputs. All required fields must be populated, and referenced records must already exist inside BulkSource. Date, status, and Boolean fields must use the defined formats below.

This reference summarizes the required fields for each import type and the rules that govern their values.

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Projects (Child Projects) Import Requirements

Required Columns

Field	Rule	Character Limit
Customer Name	Must match an existing Customer
Customer ID	Must match an existing Customer
Child Project Name	User-defined project name	45
Master Project Name	Must match an existing Master Project	45
Address or Lat/Long	Must be valid
Status	"Active" or "Archived"
Project Tax Exempt	"Yes" / "No"
Tax Jurisdiction	Must match an existing jurisdiction
Start Date	Format: MM/DD/YYYY
End Date	Format: MM/DD/YYYY

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Operational Expectations

• All referenced objects must exist before import (products, projects, users, sites, scales, price lists, etc.)
• Status fields accept only the values listed
• Boolean-style fields accept only "Yes" or "No"
• Date formats must follow MM/DD/YYYY
• Numeric fields must contain valid numbers where required
• Spelling must match system records exactly
• Additional spaces in the data may cause errors. Use Excel’s TRIM function to remove leading and trailing spaces.