Bulk Insert Client Companies

Discovery's Bulk Insert option facilitates the quick creation of multiple Client Companies, provided all necessary vendor data is organized into an Insert template file*. All Insert template files are included in a single downloadable file available for download on the Bulk Imports page under Settings.

Import Template Fields


The provided Insert template file (client_companies.csv) needs to retain all fields (columns), in no particular order, even if the fields are not required.

The following fields are required to have data for each Client Company record:

  • name | New Client Company name
  • payment_terms | In days**.
  • days_to_cure | In days***.
  • status | Must be an approved client company status (case sensitive):  
    • Prospect
    • Active
    • Terminated

The following fields are optional and do not require data for each Client Company record:

  • external_reference_id

Most Insert template files can leverage an external reference ID. This allows you to utilize existing reference labels from your current database or system for all entities in Discovery (vendors, locations, clients, etc.). Moreover, external reference ID's can be substituted for required "_id" fields in Discovery's Insert templates allowing for faster importation of data. To learn more about how external reference ID's are used, please see the External Reference ID's article.

Once all Client Compay records have been added, upload the Insert template file using the New button on the Bulk Imports page under Settings. For more on how to do this, please visit the Bulk Imports Overview help document.

*Import file name and its column headers cannot be edited.

**Payment Terms - The Due Date that appears on the client invoice is calculated by adding the number of Days Before Collection Due to either the Invoice Date or the sent date, whichever is later. The Status of a client invoice will change from Sent to Delinquent on the day after the due date if the invoice is unpaid.


***Days To Cure - Determines how many days the Client has after the invoice is sent to cure the payment. Often this amount is higher than the Days Before Collection Due and illustrates the date you may elect to shutoff service for the client.