Import Supplier Contacts field definitions
FollowUse the Import Supplier Contacts template to add new or edit existing contact details for your supplier records. Upon import, the detail is displayed in a Supplier's Contacts tab, see Add Supplier: Contacts tab
Points to note
- The Import Supplier Contact template cannot be used to obsolete or delete existing contacts from a supplier's record. To remove a contact from a supplier record you must go to the supplier's Contacts tab, in Unleashed and select Delete in the contact's Action Cog.
- Ensure that you enter a unique combination for the First Name + Last Name for the supplier contact. If the First Name + Last Name combination already exists for the supplier, the existing contact details will be updated.
- Suppliers cannot be created using the Import Supplier Contact template, they must exist in Unleashed prior to importing the template.
- The Supplier Name cannot be edited by the Import Supplier Contact template.
Import Supplier Contacts field name * denotes mandatory fields |
Description |
---|---|
*Supplier Code | The unique Supplier Code for the supplier's contact. |
Supplier Name | The Supplier's name. |
*First Name | Supplier contact's first name. |
*Last Name | Supplier contact's last name. |
*Email Address |
Supplier contact's email address, must be a valid email format. If integrated with Xero primary contacts require an email address. |
Website |
The Supplier contact's website, the address must be a valid URL. |
Primary |
TRUE or FALSE value to determine if the contact is the supplier's primary contact. Only one primary contact can be selected per supplier. If left blank, defaults to FALSE, unless it is the only contact for the supplier. |
Purchasing | TRUE or FALSE value to determine if the contact should populate for Purchase Order emails. If left blank, defaults to FALSE. |
Toll Free No. | Supplier contact's toll free phone number. |
Phone | Supplier contact's phone number. |
OfficePhone | Supplier contact's office phone number. |
Fax | Supplier contact's fax number. |
Mobile | Supplier contact's mobile number. |
DDI | Supplier contact's direct dial telephone number. |
Notes | Any additional notes relating to the supplier contact. |