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Import Customer Contacts field definitions

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Use the Import Customer Contacts template to add new or edit existing contact details for your customer records. Upon import, the detail is displayed in a customer's Contacts tab, see Add Customers: Contacts tab.

Points to note

  • The Import Customer Contact template cannot be used to obsolete or delete existing contacts from a customer's record. To remove a contact from a customer record you must go to the customer'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 customer contact. If the First Name + Last Name combination already exists for the customer, the existing contact details will be updated. 
  • Customers cannot be created using the Import Customer Contact template, they must exist in Unleashed prior to importing the template. 
  • The Customer Name cannot be edited by the Import Customer Contact template.

Import Customer Contacts field name

* denotes mandatory fields

 Description
*Customer Code The unique Customer Code for the customer's contact.
Customer Name The Customer's name.
*First Name Customer contact's first name. 
*Last Name Customer contact's last name.
Email Address

Customer contact's email address, must be a valid email format.

If integrated with Xero primary contacts require an email address.
Address Name

The Delivery Address Name of the default Delivery Address for the customer contact. 
Website

The Customer contact's website, the address must be a valid URL.
Primary

TRUE or FALSE value to determine if the contact is the customer's primary contact. Only one primary contact can be selected per customer.

If left blank, defaults to FALSE, unless it is the only contact for the customer.
Ordering TRUE or FALSE value to determine if the contact should populate for Sales Order emails. If left blank, defaults to FALSE.
Invoicing TRUE or FALSE value to determine if the contact should populate for Sales invoice emails. If left blank, defaults to FALSE.
Shipping TRUE or FALSE value to determine if the contact should populate for Sales Shipping emails. 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 relating to the customer contact.
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