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Notes:

  • Column names must follow the exact same naming scheme as provided or the import upload will fail. 

  • Overwrites are not performed on data that has changed between exporting and importing and instead a duplicate contact will be created.

    • Currently, no way to export suppliers contacts information directly.

  • Duplicate contact information is allowed.

  • Blank rows are considered empty and skipped by the importer. 

  • It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.



FieldIs Field Required?Additional DetailsMax Characters/Values
NameYes
  • Refers to contact name
120
TitleNo

Customer NameNo
  • Refers to the DM Supplier Name (NEEDS TO BE AN EXACT MATCH)
120
Phone NumberNo
  • If null, set to String.Empty
50
Fax NumberNo
  • If null, set to String.Empty
50
Email AddressNo
  • If null, set to String.Empty
100
Billing NameNo
  • If not provided, copy supplier name into this column
255
Billing AddressNo
  • If provided
500
Billing CityNo
  • If there is an address 1 and address 2, merge the 2 columns with a comma[Space] in order to combine the address into one field
50
Billing RegionNo
  • Abbreviated Prov/State
  • If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing
255
Billing CountryNo
  • Country must match Settings>Locations
  • If Country is not in the Settings > Customer > Locations, you will need to add the Country prior to importing
  • Must be a valid country name
255
Billing Zip/PostalNo
  • If provided
20
Shipping NameNo
  • If not provided, copy supplier name into this column
255
Shipping AddressNo
  • If provided
500
Shipping CityNo
  • If provided
50
Shipping RegionNo
  • Abbreviated Prov/State
  • If region is not in the Settings > Customers > Locations, you will need to add the Name and Abbreviation prior to importing
255
Shipping CountryNo
  • Country must match Settings>Locations
  • If Country is not in the Settings > Customer > Locations, you will need to add the Country prior to importing
  • Must be a valid country name
255
Shipping Zip/PostalNo
  • If provided
20