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Import Customer Contacts Field Definitions


* denotes mandatory fields. Ensure that you enter correct values in the template before importing into Unleashed. 

Field Name Description
*Customer Code An existing customer code for which you want to import contacts.
Customer Name Customer name (max length = 500).
*First Name Customer contact's first name. Ensure that you enter a unique combination for the First Name + Last Name for the customer contact. If the First Name + Last Name combination already exists, then the existing customer contact details will be overwritten. 
*Last Name Customer contact's last name.
Email Address Customer contact's email address. If you have integrated with Xero, ensure that you enter an email address for the default customer contact.
Website Customer contact's website address.
Primary TRUE or FALSE. If left blank, defaults to FALSE. However, the first contact will be assigned as the primary contact.
Invoicing TRUE or FALSE. If left blank, defaults to FALSE.
Shipping TRUE or FALSE. If left blank, defaults to FALSE.
Toll Free No. Customer contact's toll free phone number.
Phone Customer contact's phone number.
Fax Customer contact's fax number.
Mobile Customer contact's mobile number.
DDI Customer contact's direct dial telephone number.
Notes Any additional notes.
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