Project Contact import format

 

The table below shows the import format required for importing project contacts.

 

An asterisk (*) indicates the field is mandatory.

 

Column

Column Title

Description/Action

Where is it used?

Notes

A

Project Code *

The reference code for the project.

 

Type a code for each of your projects.

  • The project code is used throughout the system to identify it.

  • Free text field. Project code must exist in Projects

B

Contact *

The contact you want to assign to the project.

 

C

Project Role

The project role of the contact.

D

Company

The company the contact is assigned to.

 

  • Free text field. Is only required if same contact name exists for more than one contact.

 

 

 

 

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