The generic file format is described in <<...>>. This documents describes all available import fields.
Global fields
Field code | Field type | Mandatory | Description |
---|---|---|---|
INST | Text 15 | Yes | Institution code owning the data to be imported. |
ORGANIZATION | Text 15 | Yes | Organization owning the data to be imported. A "*" indicates that all organizations of the given institution are concerned. |
OPERATION | Enum | Yes | Operation to be executed INSERT : insert the row as a new contact UPDATE : update the contact. The field CONTACT_NR is mandatory. DROP : drop the contact and all its information. The contact is not dropped if it is used in existing sales. The field CONTACT_NR is mandatory. |
CONTACT_NR | Text 20 | Yes if OPERATION is INSERT or DROP | Contact number. If your contact numbers have leading zeros, they must also be given. |
ROLE | Enum | Role of the contact when it is created. If the field is left empty, RELAY will be used when Individual and structure data are given. PUBLIC when only individual or structure data is given. |
Individual
Field code | Field type | Mandatory | Description |
---|---|---|---|
FIRSTNAME | Text | First name of the individual | |
LASTNAME | Text | Last name of the individual | |
BIRTHDATE | Date | Birth date |