The table below shows the import format required for importing contacts.
Column |
Column Title |
Description |
Data Entry Field |
Data Type |
Format |
Mandatory |
Validation |
Examples |
A |
First Name |
The first name of the external contact |
Contacts -> Contacts -> ‘New contact’ -> First Name |
Text |
Any combination of numbers, characters and punctuation |
Yes |
Max length: 50 |
|
B |
Last Name |
The last name of the external contact |
Contacts -> Contacts -> ‘New contact’ -> Last Name |
Text |
Any combination of numbers, characters and punctuation |
Yes |
Max length: 50 |
|
C |
Title |
The title of the external contact |
Contacts -> Contacts -> ‘New contact’ -> Title |
Text |
Any combination of numbers, characters and punctuation |
No |
|
|
D |
Job Title |
The external contact’s job title |
Contacts -> Contacts -> ‘New contact’ -> Job Title |
Text |
Any combination of numbers, characters and punctuation |
No |
|
|
E |
Company |
The company that this external contact is employed by |
Contacts -> Contacts -> ‘New contact’ -> Company |
Text |
Any combination of numbers, characters and punctuation |
No |
If not blank; The company must exist in your system. Cannot have been used more than once (even if deleted)
|
|
F |
The external contact’s e-mail address |
Contacts -> Contacts -> ‘New contact’ -> E-mail |
Text |
<text>@<text>.<text> |
No |
Must be in e-mail format |
joe.bloggs@iris.co.uk |
|
G |
Phone |
The external contact’s phone number |
Contacts -> Contacts -> ‘New contact’ -> Phone |
Text |
|
No |
Must only contain numbers, brackets, or plus (+) symbol |
(01273) 748200 OR +44 1273 748200 |
H |
Fax |
The external contact’s fax number |
Contacts -> Contacts -> ‘New contact’ -> Fax |
Text |
|
No |
Must only contain numbers, brackets, or plus (+) symbol |
(01273) 748200 OR +44 1273 748200 |
I |
Mobile |
The external contact’s mobile number |
Contacts -> Contacts -> ‘New contact’ -> Mobile |
Text |
|
No |
Must only contain numbers, brackets, or plus (+) symbol |
07979 523829 OR +44 (0)7979 523829 |
J |
Address 1 |
The first line of the external contact’s address |
Contacts -> Contacts -> ‘New contact’ -> Address 1 |
Text |
Any combination of numbers, characters and punctuation |
No |
|
|
K |
Address 2 |
The second line of the external contact’s address |
Contacts -> Contacts -> ‘New contact’ -> Address 2 |
Text |
Any combination of numbers, characters and punctuation |
No |
|
|
L |
Town |
The town of the external contact’s address |
Contacts -> Contacts -> ‘New contact’ -> Town |
Text |
Any combination of numbers, characters and punctuation |
No |
|
|
M |
County |
The county of the external contact’s address |
Contacts -> Contacts -> ‘New contact’ -> County |
Text |
Any combination of numbers, characters and punctuation |
No |
|
|
N |
Postcode |
The Postcode of the external contact’s address |
Contacts -> Contacts -> ‘New contact’ -> Postcode |
Text |
Any combination of numbers, characters and punctuation |
No |
|
|
O |
Country |
The country of the external contact’s address |
Contacts -> Contacts -> ‘New contact’ -> Country |
Text |
Any combination of numbers, characters and punctuation |
No |
|
|
P |
Notes |
Any additional information about the external contact |
Contacts -> Contacts -> ‘New contact’ -> Notes |
Text |
Any combination of numbers, characters and punctuation |
No |
|
Likes golf |
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