CUSTOMERS – Contact bulk upload includes address
The customer contact bulk upload csv also has the option of uploading the address at the same time.
To export the template csv file, go to – Admin - Import and Contact Bulk Upload.
Select ‘Contact Bulk Upload’ and export the template:
The template csv is split into two sections:
Contact Details – Columns A to N:
Address Details – Columns P to AA:
In this example I want to add a contact and address to the customer ‘Aus University’:
Enter the existing customer code and name into columns A & B:
Enter the contact details in columns E to N:
Enter address details in columns P to AA:
In the ‘Customer Upload’ screen select ‘Contact Bulk Upload and select file and click ‘Create Contacts:
Confirmation will show on successful upload:
Back in the customer record, the new contact and address are entered:
Notes on template