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Last updated 18/02/2021
The import template for contacts can be found here: CRM Import Template.
See the Importing Contacts Help article for additional information.
Template Column Title | Explanation |
---|---|
Company | Company Name. Required field if First Name is empty. |
First Name | Contact first name. Required field if Company is empty. |
Last Name | Contact last name. |
Job Title | Contact job title. |
Contact Type | Required field; "Customer", "Supplier", or "Branch". |
Primary Company | See the Secondary Contacts and Central Billing Help article for additional information. |
Pricing Option | For example, "Wholesale", "Retail", or "VIP". |
Payment Terms | For example, "30th of Following Month". See the Payment Terms Help article for additional information. |
Alternative GL | Alternative General Ledger Account; for example, "Wholesale Revenue". See the Alternative General Ledger accounts. Help article for additional information. |
Tax Status | For example, "Exempt". Applicable if the contact uses an Alternative Tax Rate. See the Alternative Tax Rates Help article for additional information. |
Tax Number | The company/contact's tax number; reference only. |
Group | Primary level category for grouping customers for the purpose of reports. |
Sub Group | A secondary level category for grouping customers for the purpose of reports. |
Mobile | The contact's mobile or cell number. |
Phone | The contact's phone number. |
Fax | The contact's fax number. Yes, fax machines still exist! |
Website | The contact's website. |
The contact's email. | |
Password | Cin7 B2B site password. For the initial import, leave this blank; it can be updated later if necessary. |
Assigned Product Codes | Cin7 B2B site assigned product codes. For the initial import, leave it blank. |
Delivery Address 1 | For Customers, this is the address to which you deliver your goods. For Suppliers, this is their physical address. For Branches, the physical address of the branch. |
Delivery Address 2 | " |
Delivery Postal Code | Also known as zip code. |
Delivery City | " |
Delivery State | " |
Delivery Country | " |
Billing Address 1 | If the contact has a separate billing address or postal address. |
Billing Address 2 | " |
Billing Postal Code | Also known as zip code. |
Billing City | " |
Billing State | " |
Billing Country | " |
Billing Company | Central billing contact. See the Central Billing Contacts Help article for additional information. |
Stage | Assigned stage. See the Stages Help article for additional information. |
Quick Notes | A small notes field. |
Notes | A large notes field. |
Billing First Name | If the contact has an alternative accounts contact. |
Billing Last Name | " |
Billing Phone | " |
Billing Email | " |
Legal Name | If the contact has a separate legal name. |
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