Contact account import
Columns
See examples linked at the end for full list of fields.
| Column | Max size | |
|---|---|---|
| Special columns | Determine what kind of contact account to create | |
is_customer |
1 | y/n |
is_supplier |
1 | y/n |
is_resource |
1 | y/n |
is_staff |
1 | y/n |
is_lead |
1 | y/n |
| Contact account | ||
code |
50 | Contact account code. Leave blank for automatic sequence. |
account_description |
250 | Contact account description. Defaults to company name. |
contact_type |
1 | C = company (default) / P person |
company_name |
150 | |
first_name |
150 | only applicable for contact_type = P |
last_name |
150 | only applicable for contact_type = P |
contact_description |
100 | defaults to combination of company_name |
contact_classification |
50 | Contact classification reference code. See environment for possible values. |
job_title |
50 | |
legacy_ref |
50 | |
company_no |
50 | |
customer.ext.AcPackSent |
50 | |
customer.ext.AcPackDate |
50 | Any date format |
customer.ext.BestTeam |
50 | |
customer.ext.CostCentre |
50 | |
customer.ext.Custom1 |
50 | |
tax_authority |
50 | |
tax_no |
50 | |
country_code |
2 | |
contact_group |
50 | Customer group / Supplier group reference. See environment for possible values. |
resource_group |
50 | Resource group reference. See environment for possible values. |
customer.project |
50 | Default customer project |
customer.cost_centre |
50 | Default customer cost centre |
customer.department |
50 | Default customer department |
resource.project |
50 | Default resource project |
resource.cost_centre |
50 | Default resource cost centre |
resource.department |
50 | Default resource department |
pay_term |
50 | See environment for possible values. |
pay_method |
50 | See environment for possible values. |
currency |
3 | |
credit_limit |
||
| Contact fields | ||
account_name |
When creating related contacts only | |
address.country_code |
2 | Country code (ISO 3166 Alpha-2) |
address.accept_delivery_flag |
y/n |
|
address.address |
250 | Address lines |
address.city |
100 | City |
address.postcode |
50 | Post code |
address.county |
50 | County / Region |
address.order_index |
||
phone.(type) |
250 | E.g.: phone.o for office |
mail.(type) |
250 | Email address by type.E.g.: mail.r for registered. See email types in your environment for complete list. |
url.(type) |
250 | E.g.: url.w for web page. See URL types in your environment for complete list. |
extra.(type) |
Any extra contact information. E.g. 'extra.SIC' for Company SIC code. See extra types in your environment for complete list. | |
| Bank fields | ||
account_no |
20 | |
sort_code |
20 | |
bic |
20 | |
iban |
34 | |
routing_code |
50 | |
bank_account_name |
50 | |
| Resource Fields | ||
allow_timesheet |
True/false | Tick to identify resource that will be record timesheets. This is required to compliment user role access to enable the recording of timesheets for resource that are not a user. |
allow_task |
True/false | Tick to identify resource that will be allocated tasks. This is required to compliment user role access to enable the recording of tasks for resource that are not a user. |
allow_expense |
True/false | Tick to identify resource that will be record expenses. This is required to compliment user role access to enable the recording of expenses for resource that are not a user. |
has_employment |
True/false | If this checkbox is ticked, the employment tab will be shown. |
has_umbrella |
True/false | This checkbox should only be ticked if the Resource is related to an Umbrella Supplier record for the purposes of self-billing timesheet invoices. |
is_buyer |
True/false | This checkbox must be ticked for the Resource to be selectable as responsible on Purchase Orders. |
is_requestor |
True/false | This checkbox must be ticked for the Resource to be selectable as responsible on Requisitions. |
is_salesperson |
True/false | This checkbox must be ticked for the Resource to be selectable as responsible on Sale documents. |
send_remittance |
True/false | Tick this checkbox to send remittance advice to the Resource upon payment of expenses. |
national_insurance_no |
50 | |
unique_taxpayer_reference |
50 | |
location |
50 | Location code. |
manager_resource |
50 | Contact account code. Resource must already exist in the system. |
absence_group |
100 | Absence group description. |
Note
If any Resource field is blank, then the default value is pulled through from the Resource Group
Examples
| is_customer | code | company_name | description | legacy_ref | contact_classification | contact_group | first_name | last_name | address.address.ap | address.city.ap | address.county.ap | address.postcode.ap | address.country_code.ap | phone.ap | phone.o | phone.f | address.address.d | address.city.d | address.county.d | address.postcode.d | address.country_code.d | mail.ap | mail.cc | url.w | pay_term | extra.alt | customer.cost_centre | customer.department | customer.project |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| y | BW1256 | Major Inc. | Test CO Inc. | TCI | CU | Brian | Weaving | W1 | 0207 123544 | test@example | 0 | ||||||||||||||||||
| y | BW1267 | Big Publisher | Yet another customer | YAC | CU | Ian | Andrews | W2 | 0 |
Download examples
Updated December 2024