Importing Companies with a Single Employee into CRM with a CSV File

In order to import customer data into CRM using a CSV file ( Comma-Separated valus (CSV) the file must abide by the following requirements.

• The separator is "," (comma). No other separation symbols are allowed.
• No newlines are allowed inside the field's value
• If field value contains "," ( comma) symbol it must be enclosed with double-quotes "
• If field value is enclosed in double quotes and contains a double quote symbol, escape it with two double-qoutes symbols, i.e. "I saw a black ""BMW"" the other day"

Required Fields

First row of the file must enumerate column names. Columns can be in any order. The required fields are "IMPORT ID", "CONTACT TYPE" and "COMPANY NAME". All other fields are optional.

• IMPORT ID - This must be a unique ID for each contact, which will be used in the future for updates and synchronization in the future. This can be alphanumerical.
• CONTACT TYPE - This is necessary to assign your contacts under a particular group- assigns customer to the CRM contact group with given system alias. There are 3 default types of Contact types in the system which have the following aliases: CRM_CT_CUSTOMER, CRM_CT_WEBSALES, or CRM_CT_VENDOR. You may choose to use one of these or create your own in the CRM/Setup tab/Contact Types/System Tables. If you want to assign to many, separate aliases with "|" symbol, e.g. CRM_CT_CUSTOMER|CRM_CT_WHOLESALE

Mailing Groups

• "MAILING GROUP" - assigns customer to the CRM mailing group with given system alias. If you want to assign to many, separate aliases with "|" symbol, e.g. PRODUCT_UPDATES|WHOLESALERS

Contact/Company Source

• "Source"

Company

• "COMPANY NAME"

Address 1

• "MAILING ADDRESS" - address line for mailing/shipping
• "CITY" - city for mailing/shipping
• "STATE" - state for mailing/shipping
• "ZIP CODE" - zip or zip+4 for mailing/shipping (e.g. 02111 or 02111-4431)
• "COUNTRY" - country code for mailing/shipping (e.g. USA,CAN,BRA etc.)
• "MAILING CARRIER ROUTE"
• "MAILING DELIVERY POINT BAR CODE"

Address 2

• "STREET ADDRESS" - billing address line
• "STREET ADDRESS CITY" - billing city
• "STREET ADDRESS STATE" - billing state
• "STREET ADDRESS ZIP" - billing zip or zip+4 (ZIP or ZIP+4)
• "STREET ADDRESS DELIVERY POINT BAR CODE"
• "STREET ADDRESS CARRIER ROUTE"
• "STREET COUNTRY" - billing country code (e.g. USA,CAN,BRA etc.)

Contact Information

• "LAST NAME"
• "FIRST NAME"
• "EMAIL"
• "PHONE NUMBER"
• "FAX NUMBER"
• "WEB ADDRESS"
• "CONTACT TITLE"
• "CONTACT GENDER"

Company Data

• "ACTUAL EMPLOYEE SIZE"
• "EMPLOYEE SIZE RANGE"
• "ACTUAL SALES VOLUME"
• "SALES VOLUME RANGE"
• "PRIMARY SIC"
• "PRIMARY SIC DESCRIPTION"
• "SECONDARY SIC #1"
• "SECONDARY SIC DESCRIPTION #1"
• "SECONDARY SIC #2"
• "SECONDARY SIC DESCRIPTION #2"
• "CREDIT ALPHA SCORE"
• "CREDIT NUMERIC SCORE"
• "HEADQUARTERS/BRANCH"
• "YEAR 1ST APPEARED"
• "OFFICE SIZE"
• "SQUARE FOOTAGE"
• "FIRM/INDIVIDUAL"
• "PUBLIC/PRIVATE FLAG"
• "PC CODE"
• "FRANCHISE/SPECIALTY #1"
• "FRANCHISE/SPECIALTY #2"
• "INDUSTRY SPECIFIC CODES"
• "ADSIZE IN YELLOW PAGES"
• "YP SPEND"
• "METRO AREA"
• "Record Obsolescence Date"

List Data

• "Date List Produced"

Please see the example file for your reference.

From version 7.0+ (Corporate Import)

• IMPORT ID
• COMPANY NAME
• BILLING ADDRESS
• BILLING ADDRESS 2
• BILLING CITY
• BILLING STATE
• BILLING ZIP
• BILLING COUNTRY
• BILLING CARRIER ROUTE
• BILLING DELIVERY POINT BAR CODE
• BILLING PHONE
• BILLING FAX
• SHIPPING ADDRESS
• SHIPPING ADDRESS 2
• SHIPPING STATE
• SHIPPING ZIP
• SHIPPING COUNTRY
• SHIPPING CARRIER ROUTE
• SHIPPING DELIVERY POINT BAR CODE
• SHIPPING PHONE
• SHIPPING FAX
• FIRST NAME
• LAST NAME
• CONTACT TITLE
• CONTACT GENDER
• MAILING GROUP
• CONTACT TYPE
• INDUSTRY ID
• EMAIL
• USERNAME
• PASSWORD
• RMS_GROUPS (can be spire system group IDs or group names)
• PRICING GROUP ID - spire system ecommerce group ID
• CONTACT PHONE
• CONTACT MOBILE
• CONTACT FAX
• COMPANY PHONE
• COMPANY MOBILE
• COMPANY FAX
• COMPANY EMAIL
• "ACTUAL EMPLOYEE SIZE"
• "EMPLOYEE SIZE RANGE"
• "ACTUAL SALES VOLUME"
• "SALES VOLUME RANGE"
• "PRIMARY SIC"
• "PRIMARY SIC DESCRIPTION"
• "SECONDARY SIC #1"
• "SECONDARY SIC DESCRIPTION #1"
• "SECONDARY SIC #2"
• "SECONDARY SIC DESCRIPTION #2"
• "CREDIT ALPHA SCORE"
• "CREDIT NUMERIC SCORE"
• "HEADQUARTERS/BRANCH"
• "YEAR 1ST APPEARED"
• "OFFICE SIZE"
• "SQUARE FOOTAGE"
• "FIRM/INDIVIDUAL"
• "PUBLIC/PRIVATE FLAG"
• "PC CODE"
• "FRANCHISE/SPECIALTY #1"
• "FRANCHISE/SPECIALTY #2"
• "INDUSTRY SPECIFIC CODES"
• "ADSIZE IN YELLOW PAGES"
• "YP SPEND"
• "METRO AREA