Contact Change Import Format
NOTE For general information on using imports, see Imports FAQ.
The following table lists the format for changing a record in Contact Change Import.
|
Contact Type - This must be one of the following:
|
Customer/Supplier/Prospect Code |
Sequence Number (only for customer bill-to or ship-to address contact changes) |
Contact Name |
Document Name (only for changing contact document settings) - This must be one of the following:
|
Field to Change (specify either the name or the number) |
New Data |
Example
|
Contact Type |
Customer/Supplier/Prospect Code |
Sequence Number |
Contact Name |
Document Name |
Field to change |
New Data |
|
|
|
|
|
|
|
|
|
Customer |
10000 |
|
Tom Johnson |
|
Primary-contact |
Yes |
|
Customer |
10000 |
|
Tom Johnson |
PO |
13800 |
|
If the import file includes a sequence number for a non ship-to or bill-to field, the import process will error out.
The following table lists fields that can be updated. You can indicate a field by either its field name or its number.
|
Number |
Field |
Maximum Length |
Format |
Description |
Apprise Field |
|
10100 |
Contact-title |
20 |
Character |
Enter the title of the contact person. |
Title field in Contact Maintenance |
|
10200 |
Primary-contact |
3 |
Yes/No |
Enter Yes if the contact is the primary contact for the customer, prospect, or supplier. Enter No if the contact is not the primary contact. There can only be one primary contact for each customer, prospect, and supplier. |
Primary Contact check box in Contact Maintenance |
|
10300 |
Contact-group |
12 |
Character |
Enter a valid contact group for the contact. For more information on contact groups, see Contact Group Maintenance. |
Contact Group field in Contact Maintenance |
|
10400 |
Contact-type |
20 |
Character |
Enter a valid contact type for the contact. For information on setting up contact types, see Contact Type Maintenance. Note If you leave this field blank, the contact is assigned the DEFAULT contact type. |
Contact Type field in Contact Maintenance |
|
10500 |
Contact-salutation |
20 |
Character |
Enter how the contact should be greeted. |
Salutation field in Contact Maintenance |
|
10600 |
Contact-address-1 |
30 |
Character |
Enter the first line of the contact's street address. |
Address 1 field in Contact Maintenance |
|
10700 |
Contact-address-2 |
30 |
Character |
Enter the second line of the contact's street address. |
Address 2 field in Contact Maintenance |
|
10800 |
Contact-address-3 |
30 |
Character |
Enter the third line of the contact's street address. |
Address 3 field in Contact Maintenance |
|
10900 |
Contact-city |
40 |
Character |
Enter the city of the contact's address. |
City field in Contact Maintenance |
|
11000 |
Contact-state |
3 |
Character |
Enter an existing state or province code for the contact address. State and province codes are defined in State and Province Maintenance. |
State or Province field in Contact Maintenance |
|
11100 |
Contact-postal-code |
11 |
Character |
Enter the postal code of the contact's address. The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated. For more information on postal codes, see Postal Code Maintenance. |
Postal Code field in Contact Maintenance |
|
11200 |
Contact-country |
10 |
Character |
Enter a valid country code for the contact's address. Countries are defined in Country Maintenance. |
Country field in Contact Maintenance |
|
11300 |
Contact-county |
20 |
Character |
Enter the county of the contact's address. |
County field in Contact Maintenance |
|
11400 |
Contact-phone |
16 |
Character |
Enter the unformatted phone number of the contact. The format of the telephone number is set up in Country Maintenance. |
Phone #1 field in Contact Maintenance |
|
11500 |
Contact-phone-ext |
6 |
Character |
Enter the phone number extension for the contact (e.g., extension 6578). |
Ext field in Contact Maintenance |
|
11600 |
Contact-fax |
16 |
Character |
Enter the unformatted fax number of the contact. The format of the fax number is set up in Country Maintenance. |
Fax # field in Contact Maintenance |
|
11700 |
Contact-cell-phone |
16 |
Character |
Enter the unformatted cell phone number of the contact. The format of the telephone number is set up in Country Maintenance. |
Cell Phone # field in Contact Maintenance |
|
11800 |
Contact-home-phone |
16 |
Character |
Enter the unformatted home phone number of the contact. The format of the telephone number is set up in Country Maintenance. |
Home Phone # field in Contact Maintenance |
|
11900 |
Contact-other-data |
20 |
Character |
Enter other data about the contact. |
Other Data field in Contact Maintenance |
|
12000 |
Contact-email |
254 |
Character |
Enter the primary email address for the contact. |
Email Address field in Contact Maintenance |
|
12100 |
Contact-short-desc |
350 |
Character |
Enter a short description for the contact. |
Short Descr field in Contact Maintenance |
|
12200 |
Contact-user-def-1 |
400 |
Character, Date, Decimal, Integer, or Logical |
Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance. |
First user-defined field in Contact Maintenance |
|
12300 |
Contact-user-def-2 |
400 |
Character, Date, Decimal, Integer, or Logical |
Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance. |
Second user-defined field in Contact Maintenance |
|
12400 |
Contact-user-def-3 |
400 |
Character, Date, Decimal, Integer, or Logical |
Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance. |
Third user-defined field in Contact Maintenance |
|
12500 |
Contact-user-def-4 |
400 |
Character, Date, Decimal, Integer, or Logical |
Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance. |
Fourth user-defined field in Contact Maintenance |
|
12600 |
Contact-user-def-5 |
400 |
Character, Date, Decimal, Integer, or Logical |
Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance. |
Fifth user-defined field in Contact Maintenance |
|
12700 |
Contact-user-def-6 |
400 |
Character, Date, Decimal, Integer, or Logical |
Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance. |
Sixth user-defined field in Contact Maintenance |
|
12800 |
Contact-user-def-7 |
400 |
Character, Date, Decimal, Integer, or Logical |
Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance. |
Seventh user-defined field in Contact Maintenance |
|
12900 |
Contact-user-def-8 |
400 |
Character, Date, Decimal, Integer, or Logical |
Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance. |
Eighth user-defined field in Contact Maintenance |
|
13000 |
Contact-user-def-9 |
400 |
Character, Date, Decimal, Integer, or Logical |
Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance. |
Ninth user-defined field in Contact Maintenance |
|
13100 |
Contact-user-def-10 |
400 |
Character, Date, Decimal, Integer, or Logical |
Enter data for this user-defined field if necessary. For information on user-defined fields, see User Defined Fields Maintenance. |
Tenth user-defined field in Contact Maintenance |
|
13200 |
CRM-allowed-to-call |
3 |
Yes/No |
Enter Yes if the contact allows your company to communicate with them by phone. Enter No if the contact does not allow your company to communicate with them by phone. |
Allowed to Call check box on the CRM Options tab in Contact Maintenance |
|
13300 |
CRM-allowed-to-fax |
3 |
Yes/No |
Enter Yes if the contact allows your company to communicate with them by fax. Enter No if the contact does not allow your company to communicate with them by fax. |
Allowed to Fax check box on the CRM Options tab in Contact Maintenance |
|
13400 |
CRM-allowed-to-mail |
3 |
Yes/No |
Enter Yes if the contact allows your company to communicate with them by mail. Enter No if the contact does not allow your company to communicate with them by mail. |
Allowed to Mail check box on the CRM Options tab in Contact Maintenance |
|
13500 |
CRM-allowed-to-email |
3 |
Yes/No |
Enter Yes if the contact allows your company to communicate with them by email. Enter No if the contact does not allow your company to communicate with them by email. |
Allowed to Email check box on the CRM Options tab in Contact Maintenance |
|
13600 |
CRM-allowed-to-visit |
3 |
Yes/No |
Enter Yes if the contact allows your company to visit them. Enter No if the contact does not allow your company to visit them. |
Allowed to Visit check box on the CRM Options tab in Contact Maintenance |
|
13700 |
CRM-notes |
1000 |
Character |
Enter information about the customer and contact. This information is displayed for CRM tasks. |
CRM Notes field on the CRM Options tab in Contact Maintenance |
|
13800 |
Delivery-option |
7 |
Character |
Enter Fax, Email, or Printer if you want the contact to receive the specified document by fax, email, or printed copy. If you enter Email or Fax, the contact's email address or fax number must be set up. NOTE If you use this field, you must specify the document in the Document Name field. |
Delivery Option radio set in Contact Document Selection |
|
13900 |
All-documents |
3 |
Yes/No |
Enter Yes if the contact will receive all of the specified document (not just if it is associated with the contact). NOTE If you use this field, you must specify the document in the Document Name field. |
All Documents radio button in Contact Document Selection |
|
14000 |
Email-subject |
255 |
Character |
Enter a subject for the email to which the specified document is attached if you are delivering it via email to the contact. If you leave this field blank, the subject is the report title. NOTE If you use this field, you must specify the document in the Document Name field. |
Subject field in Contact Document Selection |
|
14100 |
Email-body |
1000 |
Character |
Enter a body for the email to which the specified document is attached if you are delivering it via email. NOTE If you use this field, you must specify the document in the Document Name field. |
Body field in Contact Document Selection |
|
14200 |
Report-prefix |
255 |
Character |
Enter a prefix for the attached file name of the specified document if you are delivering it via email. NOTE If you use this field, you must specify the document in the Document Name field. |
Report File Prefix field in Contact Document Selection |
|
14300 |
Fax-subject |
255 |
Character |
Enter a subject for the email to which the specified document is attached if you are delivering it via fax to the contact via a third-party email fax service. If you leave this field blank, the subject is the report title. NOTE If you use this field, you must specify the document in the Document Name field. Note You can only enter a subject for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance. |
Subject field in Contact Document Selection |
|
14400 |
Fax-body |
1000 |
Character |
Enter a body for the email to which the specified document is attached if you are delivering it via fax to the contact via a third-party email fax service. NOTE If you use this field, you must specify the document in the Document Name field. Note You can only enter a body for faxes if the Use External Fax through Email Service check box is selected for your system ID in System ID Maintenance. |
Body field in Contact Document Selection |
|
14500 |
Consent-provided |
3 |
Yes/No |
Enter Yes if the data subjects have provided consents to use their personal data. |
Consent Provided check box on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Main tab in Contact Maintenance. |
|
14600 |
Consent-attached |
3 |
Yes/No |
Enter Yes if the data subjects' consents to use their personal data are attached using the standard attachment function in Contact Maintenance. |
Consent Attached check box on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Main tab in Contact Maintenance. |
|
14700 |
Consent-date |
10 |
99/99/9999 |
Enter the date on which the data subjects provided the consents to use their personal data. |
Consent Date field on the GDPR Maintenance window, which opens when the GDPR button is clicked on the Main tab in Contact Maintenance. |
Prerequisites
Before using this import, the following must be set up:
-
customers, suppliers, or prospects
-
contacts