Contact Import
Information on the requirements for the Contact Import available in RMS.
Import Information
- The file to be imported must be in a comma delimited .csv format.
- Microsoft Excel is able to save using a .csv format that should match these requirements.
- The fields within this file must not contain commas.
- RMS is able to determine whether the first record is a header record.
Field Order
Order |
Field Name |
Field Type |
Required |
Unique |
Max Characters |
Notes |
|---|---|---|---|---|---|---|
1 |
ContactType ID |
Alpha Numeric |
Y |
N |
TravelAgent = 5 Client = 7 Company = 8 |
|
2 |
Legacy ID | Alpha Numeric |
Y |
N |
company.spare1 |
|
3 |
Reference No | Alpha Numeric |
N |
N |
||
4 |
Surname | Alpha Numeric |
N |
N |
||
5 |
Given |
Alpha Numeric |
N |
N |
||
6 |
Title | Alpha Numeric |
N |
N |
||
7 |
Addr1 | Alpha Numeric |
N |
N |
||
8 |
Addr2 | Alpha Numeric |
N |
N |
||
9 |
Addr3 | Alpha Numeric |
N |
N |
||
10 |
Addr4 | Alpha Numeric |
N |
N |
||
11 |
State | Alpha Numeric |
N |
N |
||
12 |
PostCode | Alpha Numeric |
N |
N |
||
13 |
PhoneBH | Alpha Numeric |
N |
N |
||
14 |
PhoneAH | Yes/No |
N |
N |
||
| 15 | Fax | Alpha Numeric | N | N | ||
| 16 | Mobile | Alpha Numeric | N | N | ||
| 17 | Pager |
Alpha Numeric | N | N | ||
| 18 | Alpha Numeric | N | N | |||
| 19 | Position | Alpha Numeric | N | N | ||
| 20 | Department | Alpha Numeric | N | N | ||
| 21 | Relationship | Alpha Numeric | N | N | ||
| 22 | Occupation | Alpha Numeric | N | N | ||
| 23 | Country | Alpha | N | N | ||
| 24 | Grouping | Alpha Numeric | N | N |