- Import Requirements

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Forum Posts

When importing new records there are certain fields that are compulsory. If you don't populate these fields your import will fail. The fields required differ according to the type of records you're importing. The table below shows which fields are mandatory for which records. Take some time to check that the data you're importing contains the necessary fields. The table also shows which record types can be imported at the same time as the main record type.

Record Type	Compulsory Fields	Can also Import
People	Person Name	Contact Details Employer Activities Notes Campaign Membership
Organisations	Organisation Name	Contact Details Notes Campaign Membership
Activities - Tasks	Priority Status Type Subject and, if the Status is 'Complete' you must also include the Completed Date	Related Cases Related People Related Organisations Related Opportunities
Activities - Meetings	Priority Status Subject Start End	Related Cases Related People Related Organisations Related Opportunities
Cases	Priority Summary	Activities Notes
Sales Leads	Person or Organisation Name	Campaign Membership Notes Activities
Opportunities	Opportunity Name Close Date	Opportunity Line Items Notes
Contracts	Description (contract name) Accounting Period Contract Start Date Contract End Date Customer Own Organisation Tax Point Date (There isn't a visible Tax Point Date on a Contract record but it is used to identify the prevailing sales tax rates to be applied. We suggest you map this to the Customer Contract Date which may, or may not be the same date as the Contract Start Date.) Status* and, if you want to imort the document with a Status of Posted, Sales Tax Code	Contract Line Items Related Organisations Related People Notes
Notes	Subject Person or Organisation Name	Cannot be extended to include other record types
Products	Product Code Description	Pricing Schemes Supply Schemes
Pricing Schemes	Name Product	Cannot be extended to include other record types
Supply Schemes	Product Name Supplier	Cannot be extended to include other record types

* When importing Contracts the Status should be DRAFT, POSTED, SUSPENDED or CLOSED. (Note, these must be in capitals.) When the Contracts have been imported, Posted ones will show as ACTIVE or INACTIVE, which is derived from the start and end dates of the contract relative to the current date.

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- Import Requirements

Forum Posts

Record Type

Compulsory Fields

Can also Import

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