Need template for customer contact import

EDoe · October 21, 2020, 3:26pm

Hi, I am trying to use the feature Customer/Contact import and I need a template. Tried to build one but does not work. Anyone would have a template to share.

Thanks

rosshughes · October 21, 2020, 3:39pm

Did you build it manually or based on help?

If you search for ‘import a contact csv’ in Help it will have a link to a required schema.

Ross

EDoe · October 21, 2020, 3:46pm

Tried to build it manually based on help but I think I don’t understand it.

I do not see a link in the help to a template.

rosshughes · October 21, 2020, 3:54pm

Here is what I see when I click the link.

I have also attached a file with the requirements to build it manually. Not sure if it needs headers or not.

ImportCustomerContact.xlsx (11.1 KB)

Ross

EDoe · October 21, 2020, 3:57pm

Thanks Ross I will check this out.