When first setting up your WorkBook system, your contact list can also be imported. To import data successfully it is important to understand the data structures and the format required in the import data sheet.
Things to note:
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.
IMPORT CONTACTS
Download contacts import file here. File updated
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.
COLUMN HEADER | FIELD DESCRIPTION | FORMAT | REQUIRED |
|---|---|---|---|
ResTypeId | Resource type ID: Categorise the type of contact the person is. | Number 1 = Internal company | Yes |
RefNum | Reference number: Link the contact to an existing client or supplier. Check your client and debtors import sheet for the CustNum &/or suppliers and creditors import sheet for the CreditorNum. | Number E.g. 201, 234, 312 etc | Yes |
ContactName | Contact name: The contact’s first and last name. | Text e.g. Chris Smith | Yes |
EmployPosition | Contact position: The contact’s position/job title. | Text e.g. Marketing Manager | No |
Contact email address | Text E.g. name@agency.com | No | |
Mobile | Mobile number | Number and/or text | No |
Tel | Telephone number | Number and/or text | No |
Fax | Fax number | Number and/or text | No |
AdrLine1 | Address Line 1: Used when importing full contact details. This information is not required at import and can be added to the system later if required. | Text | No |
AdrLine2 | Address Line 2 | Text | No |
Postcode | Postcode | Number and/or text | No |
City | City | Text | No |
CountryCode | Country Code: WorkBook assigns a two-letter code to each country. Check with your WorkBook consultant if your country code is not referenced here. | Text E.g. AU, DE, DK, HK, NZ, SG, UK, US etc. | No |
RessParentId | Please leave this field blank, it is completed automatically on import. | N/A | No |
Comment | Comment: Add notes or a description if required. | Text | No |
ResId | Please leave this field blank, it is completed automatically on import. | N/A | No |
RecId | Please leave this field blank, it is completed automatically on import. | N/A | No |
CountryStateCd | Contact’s State | Text E.g. CA, FL, NY, NJ etc | No |
CountryCountyCd | Contacts’s County | Text E.g. Benton, Carlton, Dorchester etc | No |
Tel2 | Telephone number: Can be used to store an additional contact number. | Number and/or text | No |
Business | Industry: The industry the contact belongs to, for internal reference. | Text | No |
LinkedIn Profile: A link to the contact’s LinkedIn profile. | Text | No |