Import Customer Contacts Field Definitions
Follow* 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. |