Submit your question using the contact form below to request a new article.

    Alternatively, Log a Service Request for assistance from our Customer Support Team.


    Contact Import

    Information on the requirements for the Contact Import available in RMS.

    Import Information

    • The file to be imported must be in a comma delimited .csv format.
    • Microsoft Excel is able to save using a .csv format that should match these requirements.
    • The fields within this file must not contain commas.
    • RMS is able to determine whether the first record is a header record.


    Field Order

    Order

    Field Name

    Field Type

    Required

    Unique

    Max Characters

    Notes

    1

    ContactType ID

    Alpha Numeric

    Y

    N

     

    TravelAgent = 5

    Client = 7

    Company = 8

    2

    Legacy ID

    Alpha Numeric

    Y

    N

     

    company.spare1
    travel_agent.spare1
    guest.spare2

    3

    Reference No

    Alpha Numeric

    N

    N

       

    4

    Surname

    Alpha Numeric

    N

    N

       

    5

    Given

    Alpha Numeric

    N

    N

       

    6

    Title

    Alpha Numeric

    N

    N

       

    7

    Addr1

    Alpha Numeric

    N

    N

       

    8

    Addr2

    Alpha Numeric

    N

    N

       

    9

    Addr3

    Alpha Numeric

    N

    N

       

    10

    Addr4

    Alpha Numeric

    N

    N

       

    11

    State

    Alpha Numeric

    N

    N

       

    12

    PostCode

    Alpha Numeric

    N

    N

       

    13

    PhoneBH

    Alpha Numeric

    N

    N

       

    14

    PhoneAH

    Yes/No

    N

    N

       
    15 Fax Alpha Numeric N N    
    16 Mobile Alpha Numeric N N    
    17

    Pager

    Alpha Numeric N N    
    18 Email Alpha Numeric N N    
    19 Position Alpha Numeric N N    
    20 Department Alpha Numeric N N    
    21 Relationship Alpha Numeric N N    
    22 Occupation Alpha Numeric N N    
    23 Country Alpha N N    
    24 Grouping Alpha Numeric N N    


    Sample File

    Contacts.csv

    Was this article helpful?

    Send Feedback

    Can’t find what you’re looking for?

    Our team of RMS experts are here for you!

    Submit a Question