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Use the Contacts Template to upload contact records quickly and easily. The table below shows the correct data format for each field in the template.
Field Name |
Format |
Name |
Field is required. Field value must be unique. Field must be less than or equal to 80 characters. |
Status |
The field is required. The field must be one of 0 or 1 where 0 is Deactivated and 1 is Activated. |
Contact ID |
Field is required. Field value must be unique. Field must not contain any leading or trailing spaces. Field must be less than or equal to 25 characters. |
Contact Function/Title |
Field is optional. Field must be less than or equal to 80 characters. |
Related Contact ID |
Field is optional. Field must match an existing contact or one in the contact upload file. |
Company Name |
Field is optional. Field must be less than or equal to 80 characters. |
Primary E-mail |
Field is optional. Field must be a valid email address. Field must be less than or equal to 80 characters. |
Alternate E-mail |
Field is optional. Field must be a valid email address. Field must be less than or equal to 80 characters. |
Primary URL |
Field is optional. Field must be a legal URL. Field must be less than or equal to 80 characters. |
Alternate URL |
Field is optional. Field must be a legal URL. Field must be less than or equal to 80 characters. |
Phone Number |
Field is optional. Field must be a legal phone number. Field must be less than or equal to 50 characters. |
Alternate/Mobile |
Field is optional. Field must be a legal phone number. Field must be less than or equal to 50 characters. |
Fax |
Field is optional. Field must be a legal fax number. Field must be less than or equal to 50 characters. |
Address 1 |
Field is optional. Field must be less than or equal to 80 characters. |
Address 2 |
Field is optional. Field must be less than or equal to 80 characters. |
City |
Field is optional. Field must be less than or equal to 50 characters. |
State/Province |
Field is optional. Field must be less than or equal to 25 characters. |
ZIP/Postal |
Field is optional. Field must be a valid zip code. Field must be less than or equal to 25 characters. |
Country |
Field is optional. Field must be less than or equal to 50 characters. |
Notes |
Field is optional. Field must be less than or equal to 2500 characters. |