Import Requirements

- Import Requirements

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

Related People

Activities

Related Document

Related Organisation

Opportunity Line Items

Notes

Quotations

Customer

Customer Quotation Date

Customer Quotation Name

Document Currency

Own Organisation

Status

Notes

Related People

Activities

Related Documents

Related Organisation

Quotation Line Items

Customer Orders

Accounting Period

Customer

Customer Order Date

Customer Order Name

Document Currency

Own Organisation

Status

Related People

Activities

Related Documents

Related Organisations

Notes

Customer Order Line Items

Invoices

Accounting Period

Customer

Document Currency

Invoice Date

Invoice Name

Own Organisation

Status

Tax point date

Related People

Activities

Related Documents

Related Organisations

Notes

Invoice Line Items

Credit Notes

Accounting Period

Customer

Customer Credit Note Date

Customer Credit Note Name

Document Currency

Own Organisation

Status

Tax point date

Notes

Related People

Activities

Related Documents

Related Organisations

Credit Note Line Items

Supplier Orders

Accounting Period

Document Currency

Own Organisation

Status

Supplier

Supplier Order Date

Supplier Order Name

Notes

Related People

Activities

Related Documents

Related Organisations

Supplier Order Line Items

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

Marketing Campaigns Campaign name

Campaign Status

Notes

People Campaign Membership

Campaign

Campaign Status

Person

Cannot be extended to include other record types
Sales Leads Campaign Membership

Campaign

Campaign Status

Sales Lead

Cannot be extended to include other record types
Organisation Campaign Membership

Campaign

Campaign Status

Organisation

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 d

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