Documentation

Contacts Import/Export

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Navigating to the Contacts Import/Export Page

Click on the "Contacts" option in the left-hand menu, and then select the highlighted "Imports/Exports" button to access this page.

Importing

The CSV file import feature for contacts enhances customer and supplier management capabilities. This powerful tool allows you to establish a comprehensive database of customer and supplier information, simplifying the process of order dispatch. Instead of manually inputting customer details each time, you can effortlessly search for existing contacts and select them, boosting efficiency and accuracy during order fulfillment. The import feature further empowers you to bulk import customer details efficiently, saving valuable time and ensuring data consistency.

In the mapping tool, you can match the headers in your CSV file with the corresponding fields on our platform. It's crucial to ensure accurate mapping to guarantee the correctness of the imported data. If your file's headers align with our platform's expected headers, they will be automatically matched.

Here is an empty file containing all the necessary headers to facilitate your customisation. Fill in the required details according to your specific needs.

When importing contacts, you can map the following fields with their corresponding explanations:

Compulsory Header	Header	Header Description	Example Input
NO	Contact Type ("Supplier", or "Customer")	This field specifies whether the entry pertains to a customer or a supplier, allowing for clear categorization and differentiation between the two.	Supplier
NO	Shipping Name Company	The company name associated with the contact's shipping details. Useful for business-related shipping contexts.	Example Company Name
NO	Shipping Name	The individual's or entity's name for shipping purposes helps accurately address shipments.	Shipping Entry Name
NO	Shipping Address Line One, Shipping Address Line Two	These fields capture the street address, including any additional details, for precise shipping location information.	Unit 76, Kelleythorpe Industrial Estate, Warfield Rd, Kelleythorpe, Driffield YO25 9DJ, UK
NO	Shipping Address City, Shipping Address County, Shipping Address Country, Shipping Address Postcode, Shipping Address ISO	These fields collectively record the city, county, country, postcode, and ISO code of the shipping address, ensuring accurate and complete location data.	Driffield, Kelleythorpe, UK, YO25 9DJ, GB
NO	Invoice Name Company	Similar to shipping, this field captures the company name for invoicing, if applicable.	Example Company Name for Invoice
NO	Invoice Name	The individual's or entity's name for invoicing helps accurately generate invoices.	Invoice Entry Name
NO	Invoice Address Line One, Invoice Address Line Two	These fields capture the street address for invoicing purposes, including any additional details.	Unit 76, Kelleythorpe Industrial Estate, Warfield Rd, Kelleythorpe, Driffield YO25 9DJ, UK
NO	Invoice Address City, Invoice Address County, Invoice Address Country, Invoice Address Postcode, Invoice Address ISO	These fields collectively record the city, county, country, postcode, and ISO code of the invoicing address.	Driffield, Kelleythorpe, UK, YO25 9DJ, GB
NO	Email, Phone One, Phone Two	These fields store communication details, including email addresses and primary and secondary phone numbers for efficient contact.	[email protected], 123456789
YES	Email Cc 1, Email Cc 2	Additional email addresses to be CC'd in communications, ensuring relevant parties are kept informed.	[email protected]
NO	Payment Currency	Specifies the currency in which payment transactions will be conducted, ensuring accurate financial records.	GBP
NO	Notes	Provides a space for any additional remarks, instructions, or relevant information about the contact.	You can add additional notes about the customer or the supplier in this section.
NO	Account Number	Captures the account number associated with the contact, which is useful for financial tracking or reference.	123456

After mapping the fields from the CSV file to the platform, click the "Submit Mapped Data" button at the bottom of the page.

Exporting

By harnessing the exporting feature, you can effortlessly retrieve a comprehensive CSV file containing all your contacts, ensuring a secure backup of your vital information. This functionality proves invaluable across various scenarios, offering a robust solution to safeguard your data. A highlighted text link at the bottom of the page holds the key to safeguarding your information.

A mere click on the highlighted text seamlessly triggers the export process, effectively fortifying your existing data and affording you a safety net should unforeseen modifications arise. The presence of a recent data export augments your operational assurance and readiness, endowing your endeavors with an additional stratum of confidence.