Contact creation

Basic Import

The basic import can be done by the user himself. It is using an interface in SAM.

Following fields can be imported :

• E-mail address
• First name, name
• One address
• Criteria
• Authorization
• TBD

If more data needs to be imported, an extended import is necessary.

The full documentation for basic imports is available here: How to do your import contact file in SAM?

Extended Import

The extended import gives the possibility to load many other fields and objects.

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• Contact number
  • The original contact number can be kept if wished. Therefore, it must not already be used by a previous import.
• Individual information
  • First name, last name, date of birth, preferred language, …
• Structure information
  • Structure name, structure type, community type, administrative numbers, …
• Postal address
  • Possibility to import Billing and shipping addresses separately.
• Communication means
  • E-Mail address, phone numbers
• Criteria
• Authorizations

The details and more fields are found in Contact import Format (Extended).