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CRM Import Template

Last updated 18/02/2021

How to import contacts via spreadsheet and download the import template.

Download Template

The import template for contacts can be found here: CRM Import Template.

Importing Contacts

See the Importing Contacts Help article for additional information.

Template Key

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.
Email 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.