Importing Customer Contacts
This data import will import customer contact records for the Customers main module (see Customer - Contacts Tab).
Imported Fields
|
AYS Field |
Field Name Matching |
Notes and Data Validation |
|
Customer No. |
CustomerNumber, CustomerNo, or CustNo |
A customer number from 1 to 9999999 or an alphanumeric customer quick code of up to 7 characters. The customer record must already exist. It is a required field and may not be empty. |
|
Contact Name |
ContactName, Contact, or Cont |
Name of customer contact. A text string of up to 32 characters. It is a required field and may not be empty. |
|
Title |
Title or Tit |
Title or position of customer contact. A text string of up to 32 characters. |
|
Business Phone |
BusinessPhone, Business, Bus, Work, or Phone |
Business phone number of customer contact. A text string of up to 23 characters. |
|
Mobile Phone |
MobilePhone, Mobile, or Cel |
Mobile phone number of customer contact. A text string of up to 23 characters. |
|
Fax |
Fax |
Fax number of customer contact. A text string of up to 23 characters. |
|
|
|
E-mail address of customer contact. A text string of up to 200 characters for licensed users of version 2.7 and higher, or up to 50 characters for all other versions. |
If an existing record with matching data from both the customer number field and the contact name field is found then that record will be updated. Customer contacts cannot be imported for the miscellaneous customer account (i.e. customer account 0000000).
Importing customer contacts is available only for licensed users of version 2.6 and higher, and is not available in the Repair Lite and Repair Micro editions.
(See also Importing Customers, Exporting Customers, Exporting Customer Contacts, and Exporting Customers with Contacts.)
Importing Customers