This document contains a template for importing contact information. It includes fields for contact name, whether the contact is a company or individual, company name, country, state, zip, city, street, phone, mobile, email, VAT number, bank name, and bank account number. Comments provide additional context on how to populate some fields and standards for country codes and VAT numbers.
This document contains a template for importing contact information. It includes fields for contact name, whether the contact is a company or individual, company name, country, state, zip, city, street, phone, mobile, email, VAT number, bank name, and bank account number. Comments provide additional context on how to populate some fields and standards for country codes and VAT numbers.
This document contains a template for importing contact information. It includes fields for contact name, whether the contact is a company or individual, company name, country, state, zip, city, street, phone, mobile, email, VAT number, bank name, and bank account number. Comments provide additional context on how to populate some fields and standards for country codes and VAT numbers.
name is_company company_name country_id state_id zip
Deco Addict 1 US California 94523
Azure Interior 1 US California 94538 Brandon Freeman 0 Azure Interior US California 94538 You can link individuals to companies by inputting here the name of company for that person. If is_company is 1, this field should be empty (and will be gray out) ISO 3166-1 Alpha-2 standard (e.g. : US, M
"0 - The contact is a person
1 - The contact is a company" city street street2 phone mobile Pleasant Hill 77 Santa Barbara Rd +3210588558 Fremont 4557 De Silva St +582126810538 Fremont 4557 De Silva St 355-687-3262
VAT numbers should be unique in your database and can be used to
match existing Partners and update them /acc_number
ur database and can be used to
hem Import your contacts * is mandatory
Column name name*
is_company* company_name country_id state_id zip city street street2 phone mobile email vat bank_ids/name bank_ids/acc_numbe rt your contacts
Comments / Notes
0 - The contact is a person
1 - The contact is a company You can link individuals to companies by putting the name of the company for that person. If is_company is 1, this field sh ISO 3166-1 Alpha-2 standard (e.g. : US, MX, FR, DE, ....), or full name (e.g.: Belgium)
For European countries, VAT numbers should be unique
Bank name or BIC code Bank account number and will be grayed out)