The following table lists the fields available for import or export, with a brief description of the field and (when necessary) a character limit for the field. The Import? column identifies which fields are available for import (all are available for export).
Contact information is imported to or exported from the Contacts tab in Maintain Customers/Prospects
Note: Contact fields are exported using CONTACTS.CSV as the default file name.
Field Name |
Import? |
Description of Field |
Limit |
---|---|---|---|
Customer ID |
Y |
Alphanumeric - Customer ID number |
Up to 20 characters |
Contact Title |
Y |
Alphanumeric - title for the contact |
Up to 4 characters |
Contact First Name |
Y |
Alphanumeric - contact's first name |
Up to 15 characters |
Contact Middle Initial |
Y |
Alphanumeric - contact's middle initial |
1 character |
Contact Last Name |
Y |
Alphanumeric - contact's last name |
Up to 20 characters |
Contact Suffix | Y | Alphanumeric - Contact's suffix (i.e., Jr.) | Up to 4 characters |
Company Name |
Y |
Alphanumeric - contact's company name |
Up to 39 characters |
Job Title |
Y |
Alphanumeric - contact's job title |
Up to 30 characters |
Telephone 1 |
Y |
Alphanumeric - contact's first telephone number |
Up to 20 characters |
Telephone 2 |
Y |
Alphanumeric - contact's second phone number |
Up to 20 characters |
Fax |
Y |
Alphanumeric - contact's fax number |
Up to 20 characters |
|
Y |
Alphanumeric - contact's email address |
Up to 64 characters |
Gender |
Y |
0=not specified 1=male 2=female |
|
Bill-to Contact |
Y |
Boolean - TRUE is the contact is bill-to contact; FALSE if the contact is not the bill-to contact |
|
Address |
Y |
Specifies which address is selected for the contact: Bill-to, Ship to 1. . . Ship to 20 |
Values are 0 through 20. 0 is the bill-to address, 1-20 correspond to the numbers for the Contact Addresses. |
Note |
Y |
Alphanumeric - the content of the Notes field |
Up to 255 characters |
Default Ship-to Contact |
Y |
Boolean - TRUE if the Default Ship to field is checked for the contact; FALSE if it is not |
|
Display Name |
Y |
Valid values are "company name" or "contact name", depending on which is selected to be printed on forms |