In order to import go to Manage -> Company Settings -> System -> Import Data. Select a type of import (Companies, Contacts in the form of private contacts or Contacts in the form of individuals) and click on download to retrieve the necessary import template.
Now you can start filling in the template. The second tab within this template has the specifications (field lengths) listed in most fields. It is very important to uphold these guidelines in order to achieve a successful import.
Procedure 4.5. Importing contacts in the form of private persons
When importing, the system allows for standardised contact codes. This functions properly as long as no contacts in the form of private persons are being imported. But if contacts (in the form of private persons) are indeed to be imported, you first have to import contacts in the form of companies.
Download the specific company import sheet and create a new column, this should be the first column. Name this column “Rcode” as a title. In this column you can now enter codes manually with the intent of importing companies. It is highly advisable to specify a numerical system bellow 100000, as this is the first digit which is entered into the system by default.
After completely filling in the Excel sheet, you should now import the companies. Do not forget to shut down the Excel sheet when importing. For a proper import go to Manage -> Company Settings -> System -> Import Data. Subsequently, select Companies in the drop down menu and click on Browse in order to select the Excel sheet. Now all that’s required from you is to click on Import to initiate the import of the sheet.
At this point you can fill in the sheet for contacts in the form of private persons. The previously provided “Rcode” can now be entered in the “Company code” field. By doing this the imported contacts (in the form of private persons) are being linked to previously imported companies.
After completely filling in the Excel sheet import the contacts in the form of individual persons. Do not forget to shut down the Excel sheet when importing.
In order to be able to import go to Adminstration ➤ Company settings➤ System ➤ Import data Subsequently, choose contact as individual person in the drop down menu and click on Browse to move towards the entered import template. Now all that rests is to click on Import to initiate the import of the sheet.
