When using the import process 'Vendors - Import Vendor Contacts', you need to upload a file containing values for custom fields that exist with your vendors in the Vendors module. To do this, use the template that you can download in step 2 of the import process.
The values will be added to vendor custom fields in the Vendors module. You can see the values in the details of the relevant vendors.
All columns from the import template are explained below. If the import file does not meet these requirements, the import will fail.
Column | Explanation | Requirements | Mandatory |
VendorRef | This is the supplier's reference number. | An existing supplier reference number in the Vendors module. You can find this number at the supplier in the 'Ref.' field. | Yes |
SupplierContactOrder | This determines the order in which the contact person is displayed in the contact person list of this supplier. | A numeric digit. (1, 2, 3 etc.) | No |
SupplierContactTitle | The title that will be posted to the contact. | An existing contact title in Admin > Vendors settings > Tables > Contact titles. For example: Sir or Madam. | No |
SupplierContactInitials | The contact's initials. | Maximum 50 numeric/alphabetic characters. | No |
SupplierContactMiddleInitials | The prefix of the person's last name. | Maximum 50 numeric/alphabetic characters. | No |
SupplierContactFirstName | The contact's first name. | Maximum 50 numeric/alphabetic characters. | No |
SupplierContactSurName | The last name of the contact. | Maximum 50 numeric/alphabetic characters. | No |
SupplierContactDisplayName | The display name of the contact. The contact person will be written to with this name if he/she receives e-mails via VendorLink. | Maximum 50 numeric/alphabetic characters. | Yes |
SupplierContactEmail | The contact's email address. | Maximum 50 numeric/alphabetic characters. | Yes |
SupplierContactMobile | The mobile phone number of the contact. | Maximum 50 numeric/alphabetic characters. | No |
SupplierContactPhone | The fixed telephone number of the contact person. | Maximum 50 numeric/alphabetic characters. | No |
SupplierContactRemarks | Any comments to this contact person. | No maximum number of characters. | No |
SupplierContactFunction | The position of this contact person. | Maximum 50 numeric/alphabetic characters. | No |
SupplierContactDepartment | The department where this contact person works. | Maximum 50 numeric/alphabetic characters. | No |
SupplierContactLanguage | The language of communication for this contact person. | Choose from: Dutch, English, German. | No |
SupplierContactType | The contact type. You can define these contact types yourself. | This must be an existing contact type in Admin > Vendors settings > Tables > Contact types. | No |
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