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Dependencies   

Import accounts

Note: Create a default account for unknown contact before starting contact import. Create a new account, name it "Import unknown". Save account and pick the account id up.

Go to Import > Contacts_Default and enter the id to the field of "Account (Default)".

CSV Template

Template import contacts.csv

Explanation of columns

 Name of column Unique
Default value Max. characters Explanation Dependencies
Person Id
X
    Unique ID. Not needed in template. Generated automatically.  
LastName
    80
Last name of the contact
Example: 'Halonen'
 
FirstName
    80
First name of the contact
Example: 'Marja
 
Passive
  Active   Default options:
Active
Inactive
 
Title
    80
   
Department
    80    
Phone1
 
80

Email
 
80    
Fax
    80 Example: ''
 
AccountId
  My company
150
Name of the associated account
Example: 'Acme Oy'
Import accounts or create my companies manually
Address1
 
80
Primary address
Example: 'Hämeentie 19'
 
Address2
    80 Secondary address
Example: 'Hämeentie 19'
 
City
    80
Example: 'Helsinki'  
PostalCode     20
Example: '00500'  
State
    80
Example: 'Alabama'
 
Country   Finland  
 
Description
      Example: 'Some description'
 
OperationalId
      Example: '123456'
 

Labels

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