Using the Import Customer Contacts template, you can add new or edit existing contact details for your customer records in bulk.
🤓 Tips:
Do not remove any columns or cells that are not due to be changed for a customer. Blank cells along a customer's row in the template will remove any existing data in the customer record's matching field upon import.
Save numerical-based field columns, e.g., Phone Numbers in Text or Number formats in the CSV to ensure the full value is imported correctly.
To update a customer's contact, the First Name + Last Name combination must identically match the customer record's contact.
📌 Note: Customer contacts cannot be obsoleted or deleted via the Import Customer Contacts template.
The table below describes each field, displayed per column in the template, included in the fixed template, and how it should be used.
Import Customer Contacts field name* denotes mandatory fields | Description |
*Customer Code | The customer's unique Customer Code. |
Customer Name | The name of the customer. |
*First Name | The customer contact's first name. |
*Last Name | The customer contact's last name. |
Email Address | The customer contact's email address in a valid email format. When integrated with Xero, primary contacts require an email address. |
Address Name | The customer contact's default delivery address's name. |
Website | The customer contact's website, which must be a valid URL format. |
Primary | Enter TRUE to make the contact the customer's primary contact. Enter FALSE when the contact is not the customer's primary contact. If left blank, it defaults to FALSE, unless it is the only contact for the customer. |
Ordering | Enter TRUE for the contact to be a recipient for Sales Order emails. Enter FALSE for the contact not to be a recipient of Sales Order emails. If left blank, it defaults to FALSE. |
Invoicing | Enter TRUE for the contact to be a recipient for Invoice emails. Enter FALSE for the contact not to be a recipient of Invoice emails. If left blank, it defaults to FALSE. |
Shipping | Enter TRUE for the contact to be a recipient for Shipment emails. Enter FALSE for the contact not to be a recipient of Shipment emails. If left blank, it defaults to FALSE. |
Toll Free No. | The customer contact's toll free phone number. |
Phone | The customer contact's phone number. |
Fax | The customer contact's fax number. |
Mobile | The customer contact's mobile number. |
DDI | The customer contact's direct dial telephone number. |
Notes | Enter any additional notes relevant to the customer contact. |