Importing Company Contact Data |  |
To import company phonebook data, first use the .CSV template and populate with the information required for import
Ensure each of the Parameters are within the type and character limit
| Parameter | Importance | Restriction |
|---|---|---|
| First Name | At lease one is required | The maximum character length is 127 (63 for first name and 63 for last name). |
| Last Name | ||
| Company Name | Optional | The maximum character length is 127. |
| Optional | Only numbers, letters, and characters @ _ - . The maximum character length is 255. | |
| Business Number | At lease one is required | Numbers, letters, and characters ( ) . - + * # are allowed. The maximum character length is 31. |
| Business Number 2 | Numbers, letters, and characters ( ) . - + * # are allowed. The maximum character length is 31. | |
| Business Fax | Numbers, letters, and characters ( ) . - + * # are allowed. The maximum character length is 31. | |
| Mobile | Numbers, letters, and characters ( ) . - + * # are allowed. The maximum character length is 31. | |
| Mobile 2 | Numbers, letters, and characters ( ) . - + * # are allowed. The maximum character length is 31. | |
| Home | Numbers, letters, and characters ( ) . - + * # are allowed. The maximum character length is 31. | |
| Home 2 | Numbers, letters, and characters ( ) . - + * # are allowed. The maximum character length is 31. | |
| Home Fax | Numbers, letters, and characters ( ) . - + * # are allowed. The maximum character length is 31. | |
| Other | Numbers, letters, and characters ( ) . - + * # are allowed. The maximum character length is 31. | |
| ZIP Code | Optional | The maximum character length is 255. |
| Street | Optional | The maximum character length is 255. |
| City | Optional | The maximum character length is 255. |
| State | Optional | The maximum character length is 255. |
| Country | Optional | The maximum character length is 255. |
| Remark | Optional | The maximum character length is 1024. |
| Phonebook | Optional | Permitted value: One or more phoneb |
Leading Zero's are usually removed in spreadsheets when adding data, to mitigate this set each number column to text, this will treat Zero's as characters.
When complete, ensure you resave in .CSV format.
Import the contact data, if this errors, make sure no existing contact information has been entered.