Compulsory fields for Import
When importing data, most records types will have some required fields that must be mapped when importing data
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 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)
Contract Start Date Contract End Date Customer 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 import 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 |
| Pricing Schemes | Name
Product |
Cannot be extended to include other record types |
| Supply Schemes | Product
Name |
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 |
NOTE: 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.