Section 10: Importing Data > Data Imports for Main Modules

Importing Customer Contacts

This data import will import customer contact records for the Customers main module (see Customer - Contacts Tab).

Imported Fields

AYS Field

Field Name Matching

Notes and Data Validation

Customer No.

CustomerNumber, CustomerNo, or CustNo

A customer number from 1 to 9999999 or an alphanumeric customer quick code of up to 7 characters. The customer record must already exist. It is a required field and may not be empty.

Contact Name

ContactName, Contact, or Cont

Name of customer contact. A text string of up to 32 characters. It is a required field and may not be empty.

Title

Title or Tit

Title or position of customer contact. A text string of up to 32 characters.

Business Phone

BusinessPhone, Business, Bus, Work, or Phone

Business phone number of customer contact. A text string of up to 23 characters.

Mobile Phone

MobilePhone, Mobile, or Cel

Mobile phone number of customer contact. A text string of up to 23 characters.

Fax

Fax

Fax number of customer contact. A text string of up to 23 characters.

E-mail

Email

E-mail address of customer contact. A text string of up to 200 characters for licensed users of version 2.7 and higher, or up to 50 characters for all other versions.

 

If an existing record with matching data from both the customer number field and the contact name field is found then that record will be updated. Customer contacts cannot be imported for the miscellaneous customer account (i.e. customer account 0000000).

Importing customer contacts is available only for licensed users of version 2.6 and higher, and is not available in the Repair Lite and Repair Micro editions.

(See also Importing Customers, Exporting Customers, Exporting Customer Contacts, and Exporting Customers with Contacts.)

More:

Importing Customers