CRM Data import

\# importing customers, contacts and addresses written by viktor linde | last published at october 10, 2025 \# as a part of the erp, an import is set up for importing company information for general information about data import, please refer to the following article \# this import includes the creation of 1 companies 2 contacts 3 addresses in addition, it can be used to create new industries, sources and company categories, if they do not already exist within the erp you may click on the following button to obtain an example file of how the crm data import should be structured https //enapps my sharepoint com/\ x /g/personal/viktorl enapps co uk/ez1aks60fbtloial8cuoynib1flkr1jlxik5ui3qnwstaq?e=5ajsqo this example contains the creation of one company, one address and two contacts \# company fields in case an import contains multiple contacts and addresses for a single company, all fields within a file related to a company should be repeated the following are company related fields company reference – not required, used as matching key alongside company name company name this column needs to be unique and is required type type of company this should contain one of the following “customer”, “supplier”, “prospect” industry industry of the company if the industry does not already exist, a new one will be added with the name assigned in this column category category of the company if the industry does not already exist, a new one will be added with the name assigned in this column source source of the company if the industry does not already exist, a new one will be added with the name assigned in this column payment term the payment term should match the payment terms set up on the erp backorder acceptance policy accept, not accept, contact, cancel \# contact fields contact fields should not be repeated, as each row in the csv file would create a new contact in case there are contacts with a matching first name and email address, those contacts will be overwritten if before setting up the import file there are repeated contacts with multiple phone numbers and/or email addresses, it would be beneficial to merge these contacts into a single contact populating secondary email addresses and phone numbers title may be left blank, but it supports the following options mr, ms, miss, ms, dr, mx, prof, rev, sir first name used as a matching key last name not required email used as a matching key email 2 not required phone not required phone 2 not required mobile not required linkedin not required job title not required contact type each company should contain a single primary contact the file needs to be structured in such a way that there is a single primary contact for each company the import will fail if there is more than one primary contact and default address the following options are supported in the contact type field “primary contact”, “invoice”, “office”, “delivery”, “other” \# address fields address fields should be repeated, in case the same address is used across multiple contacts street matching key, required street2 not required post code matching key, required city not required county please avoid typos and double check that the spelling of the county is correct country please avoid typos and double check that the spelling of the country is correct address type each company should contain a single default address the file needs to be structured in such a way that there is a single default address for each company the following options are supported in the address type field “default”, “invoice”, “office”, “delivery”, “other”