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Data is imported once, so it is important to ensure accuracy and consistency prior to uploading.
Not all fields are required at import, optional fields can be added to the system manually at a later date when/as required.
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IMPORT CONTACTS
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Download contacts import file here. |
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Contacts
Contacts are linked to resources via the resource type ID field, e.g customer or supplier, and the unique reference number of the individual record you are linking it to.
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