Import Matrix: Contacts
Technical Documentation
Please review Importing Companies/Contacts/Leads for more info.
Available Fields
Active
Anniversary
Assistant
Assistant Email
Assistant Phone
Billing Title ID
Birthday
Cell
Children
Comments
Company Name
Contact Owner
Date Converted
Date of Hire
Default GL Company
Department
Division
Do Not Call
Do Not Email
Do Not Fax
Do Not Mail
Email Address
Fax
First Name
Folder
Free Login
GL Companies
Hobbies
Home Address 1
Home Address 2
Home Address 3
Home City
Home Country
Home Postal Code
Home State
Invoice Email Address
Invoice Email Name
Last Name
Linked Company
LinkedIn URL
Marketing Groups
Middle Name
Other Address 1
Other Address 2
Other Address 3
Other City
Other Country
Other Postal Code
Other State
Password
Personal Work Address 1
Personal Work Address 2
Personal Work Address 3
Personal Work City
Personal Work Country
Personal Work Postal Code
Personal Work State
Phone 1
Phone 2
Phone Other
Preferred Contact Method
Primary Contact
Product
Reports To
Role
Salutation
Security Group
Services
Skills
Spouse/Partner
System ID
Timezone Index
Title
Twitter ID
User ID
Matrix
|
Field Name |
Key Field |
Required |
Valid Values |
Table Validation |
Table |
Field Validation |
Comments |
|
Anniversary |
|
|
Must be a valid date |
|
|
|
|
|
Assistant |
|
|
|
|
|
|
|
|
Assistant Email |
|
|
Must be a valid email format |
|
|
|
|
|
Assistant Phone |
|
|
|
|
|
|
|
|
Birthday |
|
|
Must be a valid date |
|
|
|
|
|
Cell |
|
|
|
|
|
|
|
|
Children |
|
|
|
|
|
|
|
|
Comments |
|
|
|
|
|
|
|
|
Company Name |
|
|
|
|
|
|
|
|
Contact Owner |
|
|
|
Yes |
Employee |
Full Name (First Name+” “+Last Name) |
|
|
Date Converted |
|
|
Must be a valid date |
|
|
|
|
|
Department |
|
|
|
|
|
|
|
|
Do Not Call |
|
|
Yes No |
|
|
|
|
|
Do Not Email |
|
|
Yes No |
|
|
|
|
|
Do Not Fax |
|
|
Yes No |
|
|
|
|
|
Do Not Mail |
|
|
Yes No |
|
|
|
|
|
Email Address |
Yes |
|
Must be a valid email format |
|
|
|
|
|
Fax |
|
|
|
|
|
|
|
|
First Name |
Yes |
|
|
|
|
|
First Name + Last Name = Full Name, Email address and Full Name make up the Key |
|
Folder |
|
|
See Comments |
Yes |
Transaction Preferences |
Use Contact Folders |
If “Use Contact Folders” is Yes, then Valid Values for Folder is Blank or an existing Contact Folder Name |
|
Hobbies |
|
|
|
|
|
|
|
|
Home Address 1 |
|
|
|
|
|
|
|
|
Home Address 2 |
|
|
|
|
|
|
|
|
Home Address 3 |
|
|
|
|
|
|
|
|
Home City |
|
|
|
|
|
|
|
|
Home Country |
|
|
|
|
|
|
|
|
Home Postal Code |
|
|
|
|
|
|
|
|
Home State |
|
|
|
|
|
|
|
|
Active |
|
|
Yes No |
|
|
|
|
|
Last Name |
Yes |
|
|
|
|
|
First Name + Last Name = Full Name, Email address and Full Name make up the Key |
|
Linked Company |
|
|
|
Yes |
Company |
Company Name |
|
|
Marketing Groups |
|
|
|
Yes |
Marketing Groups |
Group Name |
|
|
Middle Name |
|
|
|
|
|
|
|
|
Other Address 1 |
|
|
|
|
|
|
|
|
Other Address 2 |
|
|
|
|
|
|
|
|
Other Address 3 |
|
|
|
|
|
|
|
|
Other City |
|
|
|
|
|
|
|
|
Other Country |
|
|
|
|
|
|
|
|
Other Postal Code |
|
|
|
|
|
|
|
|
Other State |
|
|
|
|
|
|
|
|
Pager |
|
|
|
|
|
|
|
|
Personal Work Address 1 |
|
|
|
|
|
|
|
|
Personal Work Address 2 |
|
|
|
|
|
|
|
|
Personal Work Address 3 |
|
|
|
|
|
|
|
|
Personal Work City |
|
|
|
|
|
|
|
|
Personal Work Country |
|
|
|
|
|
|
|
|
Personal Work Postal Code |
|
|
|
|
|
|
|
|
Personal Work State |
|
|
|
|
|
|
|
|
Phone 1 |
|
|
|
|
|
|
|
|
Phone 2 |
|
|
|
|
|
|
|
|
Preferred Contact Method |
|
|
Phone Fax |
|
|
|
|
|
Primary Contact |
Yes "blank" |
Company record must exist prior to import of this field. There can only be one primary contact per company record | |||||
|
Role |
|
|
|
Yes |
Roles |
Role |
|
|
Salutation |
|
|
Mr. Mrs. Ms. Miss. Dr. Prof. |
|
|
|
|
|
Skills |
|
|
|
Yes |
Skills |
Skill Name |
|
|
Spouse/ Partner |
|
|
|
|
|
|
|
|
System ID |
|
|
|
|
|
|
This field is used to integrate to other systems |
|
Timezone Index |
|
|
See help for list of valid Timezone Index Codes |
|
|
|
|
|
Title |
|
|
|
|
|
|
|