Difference between revisions of "Import Contacts"
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| + | === '''In This Section''' === | ||
| + | This is where you can import all new contacts. | ||
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=== '''Import contacts''' === | === '''Import contacts''' === | ||
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The Customer Contacts CSV must be in the following format.<br /> | The Customer Contacts CSV must be in the following format.<br /> | ||
| − | <u>Please Note</u> that this function will create new contacts and not update existing ones. | + | <u>'''Please Note'''</u> that this function will create new contacts and not update existing ones. |
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Revision as of 11:58, 7 October 2021
In This Section
This is where you can import all new contacts.
Import contacts
The Customer Contacts CSV must be in the following format.
Please Note that this function will create new contacts and not update existing ones.
Customer ID ( or company name )
Here will show the customer ID if known or company name exactly how it appears on the customer account.
Prefix (optional)
Here will show the prefix.
Forename (Required)
Here will show the surname.
Middle name (optional)
Here will show any middle name/s.
Surname (Required)
Here will show the surname.
Phone number (optional)
Here will show a phone number.
Fax number (optional)
Here will show fax number (If any).
Email address (required)
Here will show an email.
Receives invoices (optional)
Here will show if the customer receives an invoice or not - Yes or 1 and no or 0 ( Default will be no ).
Default sales contact (optional)
Here will show the default sales contact - Yes or 1 and no or 0 ( Default will be no ).
Receives statements
Here will show if the customer receives statements - Yes or 1 and no or 0 ( Default will be no ).
Receives order confirmations
Here will show if the customer receives order confirmation - Yes or 1 and no or 0 ( Default will be no ).
Active
Here will show if the customer is active - Yes or 1 and no or 0 ( Default is yes ).
Position
Here will show the position the customer has in the business.
Notes ( optional )
Here you can enter any notes for the customer.
Default delivery contact
Here will show if the customer receives delivery emails - Yes or 1 and no or 0 ( Default is no ).
Access to order history
Here will show if the customer can access order history - Yes or 1 and no or 0 ( Default will be no ).
Access to stock listing
Here will show if the customer has access to stock listing - Yes or 1 and no or 0 ( Default will be no ).
Access to invoices/credits
Here will show if the customer has access to invoices/credits - Yes or 1 and no or 0 ( Default is no ).
Access to cases
Here will show if the customer has access to cases - Yes or 1 and no or 0 ( Default is no ).
Can place orders online
Here will show if the customer is able to place orders online - Yes or 1 and no or 0 ( Default will be no ).
Can create cases online
Here will show if the customer is able to create a case - Yes or 1 and no or 0 ( Default is no ).
Declines mailshots
Here will show if the customer wishes to receive marketing emails - Yes or 1 and no or 0 ( Default is no ).
Select file to upload
Here you can choose to upload a file.
Once all fields have been finished click import CSV.
to import CSV file.
