File format for contacts
The generic file format is described in Generic file format (Extended). This documents describes all available import fields.
Global fields
Field code | Field type | Mandatory | Description |
---|---|---|---|
INSTIT | 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. Can be used to link criterion to contact. UPDATEACT: update the contact and reactivate it if needed. DELETE: Delete the contact address, communication mean.
INVALIDATE: Applicable to contact which has no sales.
ANONYMIZE: Applicable to all contacts (even if it has sales).
DROP : Should only be used for mis-import
|
Contact
Field code | Field type | Mandatory | Description |
---|---|---|---|
CONTACT_NR | Text 20 | Yes if OPERATION is not INSERT | Contact number. If your contact numbers have leading zeros, they must also be given. Note: The field CONTACT_NR is mandatory for all OPERATION that is not INSERT. |
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. | |
Title | Text 20 | Data will be imported if value is defined. If value is empty, it will be taken from other field. | |
Letter Salutation | Text 20 | ||
Address Salutation | Text 20 | ||
Function | Text 20 | ||
Remark | Text 2000 |
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 | |
Preferred Language | Text 2 | Filled with country code | |
Photo path | Text |