Contacts 'Person' Template

Excel template to import contact people (“Person” contacts) linked to customers and vendors in Bevica Select.

Use this template to import person contacts (linked to customer/company contacts).

Before you start

You need:

• ​Excel Template Data Migration​
• ​Configuration Worksheet

You must import customers before you import customer contacts.

When to use this template

Export it from Configuration Worksheet on the Customer Contact line.

You must export the contact template from the company you are importing the contacts into because you need to use the following fields to help you create the import file:

• Company Contact No.
• Company Contact Name
• Address fields (if you want the person contact to inherit the company address)

Before importing contacts, open Marketing Setup and turn off Autosearch for Duplicates.

Turn it back on after the import.

Step-by-step

1

Export the template

1. Open Configuration Worksheet.
2. Select the Customer Contact line.
3. Select Excel → Export to Template.

2

Populate rows

1. Populate Type as Person.
2. Populate Company No. with the correct company contact. Leave No. blank only if you want numbering to be assigned.

3

Import and apply

1. Select Excel → Import from Template.
2. Fix any errors in the preview.
3. Select Apply Data.

4

Verify Open Contacts.

1. Confirm the person contact is linked to the correct company.
2. Confirm email and address values.

Field reference (template columns)

Field list

The template has the following fields:

Field ID / Name	Related Table	FieldType	Note
1 No.		Code 20 (Mandatory)	See note at end.
2 Name		Text 100
5050 Type		Option (Mandatory)	Populate this with Person.
5051 Company No.	(5050) Contact	Code 20 (Mandatory)	See note at end.
5101 Salutation Code	(5068) Salutation	Code 10	Search for Salutations to view the options available. The main one used is UNISEX.
5054 First Name		Text 30
5055 Middle Name		Text 30
5056 Surname		Text 30
5059 Initials		Text 30
29 Salesperson Code	(13) Salesperson / Purchaser	Code 20
5 Address		Text 100	See note at end.
6 Address 2		Text 50
7 City		Text 30
92 County		Text 30
91 Post Code		Code 20
35 Country/Region Code	(9) Country/Region	Code 10	Any value entered here must already exist in its related table.
9 Phone No.		Text 30
15 Territory Code		Code 10
102 E-Mail		Text 80
103 Home Page		Text 80
5058 Job Title		Text 30
5060 Extension No.		Text 30
5061 Mobile Phone No.		Text 30
5063 Organisation Level Code	(5070) Organisation Level	Code 10	Search for Organisation Levels to view the options available.
5064 Exclude from Segment		Boolean	If you are using Segments, tick this to exclude the contact from segments.

No. You can leave this blank and the import routine will allocate the next number from the number series. Note: each time you import a contact record without a contact No. Bevica will think it is a new contact and will create a duplicate contact if you have already imported the record. If you need to amend any data already imported, export the template first which will export the records with the contact numbers, amend the file and reimport it.

Company No. This is the Contact No. of the 'company' contact associated to the customer account that the 'person' contact is being linked to. Note: It is important to populate this field correctly so the 'person' contact being imported is linked to the correct customer account.

Address fields Populate these fields with the relevant address details. They will not be populated from the company contact record.