Import Template Instructions – Contacts

Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template.

Field Name Required Field? Field Data Instructions Sample Data
CONTACT CODE Required 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) C342
TITLE Use only Dr., Mr., Mrs., Ms., None. Mr.
FIRST Required Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). John
MIDDLE Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). Quincy
LAST Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). Adams
SUFFIX Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). Jr.
NICKNAME Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). POTUS
GENDER Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). M
PRONUNCIATION Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). AD’ems
SPOUSE Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). Abigail
BIRTHDAY Date in US format. 9/13/18
ANNIVERSARY Date in US format. 6/15/18
DEFAULT CONTACT TYPE Type should be either C-Customer; P-Prospect; S-Salesperson; V-Vendor or W-Warehouse. C
DEFAULT COMPANY NAME Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.). ABC
DEFAULT COMPANY CODE Enter existing company code.
PRIMARY CONTACT Required Enter Y or N. Y
ACTIVE Required Enter Y or N. Y
JOB TITLE Max 25 characters.Use only standard ASCII characters (no *,/, etc.). President
WEBSITE Enter website address in url format. www.ads.com
IM ADDRESS Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.).
TWITTER Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.).
FACEBOOK Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.).
FTP SITE Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.).
SMS ADDRESS Max of 20 characters. No spaces. Use only standard ASCII characters (no *,/, etc.).
BUSINESS ADDRESS LINE 1 Enter business address line 1. 10 Commercial Blvd
BUSINESS ADDRESS LINE 2 Enter business address line 2. Suite 208
BUSINESS ADDRESS LINE 3 Enter business address line 3.
BUSINESS ADDRESS LINE 4 Enter business address line 4.
BUSINESS CITY Enter business city Novato
BUSINESS COUNTRY Enter business country USA
BUSINESS STATE Enter business State CA
BUSINESS ZIP CODE Enter ZIP Code or ZIP + 4 94949
HOME ADDRESS LINE 1 Enter home address line 1 301 Tamalpais Blvd.,
HOME ADDRESS LINE 2 Enter home address line 2
HOME ADDRESS LINE 3 Enter home address line 3
HOME ADDRESS LINE 4 Enter home address line 4
HOME CITY Enter home city Mill Valley
HOME COUNTRY Enter home country USA
HOME STATE Enter home state CA
HOME ZIP CODE Enter ZIP Code or ZIP + 4 94960
OTHER ADDRESS LINE 1 Enter other address line 1 10 Commercial Blvd
OTHER ADDRESS LINE 2 Enter other address line 2 Suite 208
OTHER ADDRESS LINE 3 Enter other address line 3
OTHER ADDRESS LINE 4 Enter other address line 4
OTHER ADDRESS CITY Other address city Novato
OTHER ADDRESS COUNTRY Other address country USA
OTHER ADDRESS STATE Other address state CA
OTHER ADDRESS ZIP CODE Enter ZIP Code or ZIP + 4 94949
MAILING ADDRESS LINE 1 Enter mailing address line 1 10 Commercial Blvd
MAILING ADDRESS LINE 2 Enter mailing address line 2 Suite 208
MAILING ADDRESS LINE 3 Enter mailing address line 3
MAILING ADDRESS LINE 4 Enter mailing address line 4
MAILING ADDRESS CITY Enter mailing address city Novato
MAILING ADDRESS COUNTRY Enter mailing address country USA
MAILING ADDRESS STATE Enter mailing address state CA
MAILING ADDRESS ZIP CODE Enter ZIP Code or ZIP + 4 94949
USER CHOICE 1 Max 25 characters. Use only standard ASCII characters (no *, /, etc.).
USER CHOICE 2 Max 25 characters. Use only standard ASCII characters (no *, /, etc.).
USER CHOICE 3 Max 25 characters. Use only standard ASCII characters (no *, /, etc.).
USER CHOICE 4 Max 25 characters. Use only standard ASCII characters (no *, /, etc.).
USER CHOICE 5 Max 25 characters. Use only standard ASCII characters (no *, /, etc.).
USER CHOICE 6 Max 25 characters. Use only standard ASCII characters (no *, /, etc.).
USER CHOICE 7 Max 25 characters. Use only standard ASCII characters (no *, /, etc.).
BUSINESS DISPLAY NAME Display name for business email. Tom Reader
BUSINESS EMAIL Enter business email address. tom@ads.com
USE BUSINESS EMAIL FOR CRM Enter Y or N Y
OTHER DISPLAY NAME Display name for other email. Tom Reader
OTHER EMAIL Enter other email address. tom@consultant.com
USE OTHER EMAIL FOR CRM Enter Y or N. N
PERSONAL DISPLAY NAME Display name for personal email. Tom Reader
PERSONAL EMAIL Enter business email address. tom@gmail.com
USE PERSONAL EMAIL FOR CRM Enter Y or N. N
BUSINESS PHONE Business phone no (e.g., 1-123-456-7890 or 123-456-7890) 123-456-7890
BUSINESS FAX Business fax no (e.g., 1-123-456-7890 or 123-456-7890) 123-456-7890
BUSINESS MOBILE Business mobile no (e.g., 1-123-456-7890 or 123-456-7890) 123-456-7890
HOME PHONE Home phone no (e.g., 1-123-456-7890 or 123-456-7890) 123-456-7890
PERSONAL FAX Personal fax no (e.g., 1-123-456-7890 or 123-456-7890) 415-660-2312
PERSONAL MOBILE Enter Valid Personal Mobile No (e.g., 1-123-456-7890 or 123-456-7890) 415-660-2312
OTHER PHONE Other phone no (e.g., 1-123-456-7890 or 123-456-7890) 415-660-2312
OTHER FAX Other fax no (e.g., 1-123-456-7890 or 123-456-7890) 415-660-2312
OTHER MOBILE Other mobile no (e.g., 1-123-456-7890 or 123-456-7890) 415-660-2312
ASSISTANT’S PHONE Enter assistant’s phone no (e.g., 1-123-456-7890 or 123-456-7890) 415-660-2312
CAR Car phone number 415-660-2312
MOBILE Mobile phone no 415-660-2312
SKYPE NAME Skype name Joe_C

 

 

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