Format
The input file must be a tab-separated ("\t") Textfile in UTF8 format. The rows are separated by new line and the columns are separated by tab. You can generate the input file with e.g. Microsoft Excel => Export => Change file type (*.csv). The first row must have the name of the columns to be able to map the columns to the appropriate account properties.
The import allows one column to have a multiline value. The multiline value should be separated by usual CR, LF (\n\r) characters and must be enclosed in quotation marks ("). Microsoft Excel generates this format automatically when exporting to an Tab-separated value (TSV) file.
Not supported characters
The quotation mark (") is not allowed in a value, because it encloses column values with multiline values.
Required fields
The import file must contain the column CompanyName. If a location should be imported the columns LocationStreet, LocationZipCode and are necessary LocationCity. If a contact should be imported the columns ContactFirstName and ContactFirstName must be provided.
Possible columns
| Internal name | Name | Description / Possible values |
|---|---|---|
| Company data | ||
| CompanyName | Name | must never be empty. If empty company is ignored. |
| CustomField | Custom Field | Only custom fields with target "Account" are possible to import. |
| Company location data | ||
| LocationStreet | Straße | Street and street number / If not provided the location is ignored. Used as identity column. |
| LocationZipCode | PLZ | If not provided the location is ignored. Used as identity column. |
| LocationCity | Stadt | If not provided the location is ignored. Used as identity column. |
| Contact data | ||
| ContactGender | Geschlecht | male: "H", "M", "Herr", "Mr.", "1", "Mann" / female: anything else |
| ContactFirstName | Vorname | If not provided the contact is ignored. |
| ContactLastName | Nachname | If not provided the contact is ignored. |
| ContactTitle | Titel | |
| ContactPosition | Position | |
| ContactEmail | E-Mail-Adresse | Used as identity column |
| ContactPhone | Telefon | Used as identity column |
| ContactUsername | Benutzername | The username of the contact for the account portal. |
| ContactPassword | Passwort | The password of the contact for the account portal. |
Allg. Infos zum Import:
- Bei einem Kunden können mehrere Standorte importiert werden.
- Für einen Standort können kein, ein oder mehrere Ansprechpartner importiert werden.
- Jeder Ansprechpartner muss aber einem bestimmten Standort zugeordnet werden.