Data Field Names
The following fields can be used in the data import module to match your data:
Company Account Fields
Account.Name Account.AddressLine (*) Account.AddressCity Account.AddressCounty/State Account.AddressPostcode/Zip Account.AddressCountry Account.Phone Account.Fax Account.Website Account.Type Account.Sector Account.Revenue Account.Employees Account.Source Account.OwnerInitials Account.Notes
Contact Fields
Contact.Salutation Contact.First Contact.Middle Contact.Last Contact.email Contact.JobTitle Contact.Department Contact.Manager Contact.Assistant Contact.Phone Contact.Home Contact.Mobile Contact.Other Contact.Fax Contact.Notes Contact.DecisionMaker Contact.Hold Contact.AddressLine (*) Contact.AddressCity Contact.AddressCounty/State Contact.AddressPostcode/Zip Contact.AddressCountry
(*) Addressline – can be in separate columns i.e. Addressline1, Addressline2, Addressline3
Custom Fields
Custom Fields can be imported using the name specified in the ‘short description’ on the Custom Fields page, see Settings then System Settings.
Advanced Import
You can also import fields from Tasks, Activities, Opportunities, Opportunity Lines, Cases and Campaigns. Check the Custom Field definitions for the field names.