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Upload Contact Person
Upload Contact Person
- Lubna Urooj (Unlicensed)
- Gracia Surialim
- Farah S Noshirwani (Unlicensed)
- Jessie Ju (Unlicensed)
Owned by Lubna Urooj (Unlicensed)
Menu Path: Customer > Maintenance > Upload Contact Person
Step 1: Click file link: 'Download Template File'
Notes:
- select source fields and add to target fields (The compulsory fields are pre-selected and can not be removed)
- default format is “comma” delimiter
Step 2: Fill in the data
| No | Field Name | Data Type | Remarks | Where to Find | Sample Data |
|---|---|---|---|---|---|
| 1 | ACC_CODE | String with Maximum (50) Characters | Compulsory, Must match customer account code | Refer to system customer account (Customer > Maintenance > Edit Account)
| AUTO-1338 |
| 2 | BRANCH_TAX_ID | String with Maximum (100) Characters | |||
| 3 | BRANCH_TAX_RUNNING_NO | String with Maximum (100) Characters | |||
| 4 | BRANCH_TYPE | String with Maximum (100) Characters | |||
| 5 | DOB | String in the following format (yyyy-mm-dd) | 1991-10-08 | ||
| 6 | EMAIL1 | String with Maximum (255) Characters | |||
| 7 | EMAIL2 | String with Maximum (255) Characters | |||
| 8 | EMAIL3 | String with Maximum (255) Characters | |||
| 9 | ETHNIC | String with Maximum (20) Characters | |||
| 10 | FAX_NO | String with Maximum (30) Characters | |||
| 11 | HOME_PHONE | String with Maximum (30) Characters | |||
| 12 | IC_TYPE | String with Maximum (30) Characters | |||
| 13 | MAIN_ADDRESS1 | String with Maximum (100) Characters | |||
| 14 | MAIN_ADDRESS2 | String with Maximum (100) Characters | |||
| 15 | MAIN_ADDRESS3 | String with Maximum (100) Characters | |||
| 16 | MAIN_CITY | String with Maximum (100) Characters | |||
| 17 | MAIN_COUNTRY | String with Maximum (40) Characters | |||
| 18 | MAIN_POSTCODE | String with Maximum (20) Characters | |||
| 19 | MAIN_STATE | String with Maximum (20) Characters | |||
| 20 | MOBILE_PHONE | String with Maximum (30) Characters | |||
| 21 | NAMEFIRST | String with Maximum (255) Characters | |||
| 22 | NAMELAST | String with Maximum (255) Characters | |||
| 23 | PREFERENCE | String with Maximum (1000) Characters | |||
| 24 | REFERENCE_NO | String with Maximum (30) Characters | |||
| 25 | SALESMAN | Integer | |||
| 26 | SEX | String with Maximum (10) Characters | |||
| 27 | TAX_CODE | String with Maximum (100) Characters | |||
| 28 | TAX_RATE | Floating Point Number | |||
| 29 | TAX_TYPE | String with Maximum (100) Characters | |||
| 30 | TELEPHONE1 | String with Maximum (30) Characters | |||
| 31 | TELEPHONE2 | String with Maximum (30) Characters | |||
| 32 | TITLE | String with Maximum (20) Characters |
Excel sample:
Step 3: Save file, save as comma separated values (.csv) format
Step 4: Upload file
Notes:
- If you want to update the exisiting contact person information under customer data, please make sure the Account Code information is remain the same at upload file
- Tick the "Option" to overwrite Contact Person If the Same Name Exist
- System will create duplicate Contact Persons if user does not tick to overwrite → even using the same excel file and just update 1 columns
Related Wiki Pages:
Found 5 search result(s) for upload.
Private & Confidential