Importing and exporting

Cards Fields - Personal


View a list of all types of fields: Field descriptions for importing and exporting

Field

Description and Character Limits

^Co./Last Name

If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

First Name

20 characters, alphanumeric.

^Card ID

15 characters, alphanumeric.

Card Status

If blank or the letter "N" appears in the field, the card won't be marked; it will have active status.

If the field contains a Y or any non-blank character (other than N), the card will be marked; it will have inactive status.

Currency Code

3 characters, alphabetic. Must match a preexisting currency code in the Currency List. If no code specified, local currency is substituted.

Addr through Salutation fields are provided for each of the five addresses allowed per card entry.

Addr 1 (2-3-4-5)
  - Line 1
  - Line 2
  - Line 3
  - Line 4

Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric

  - City
  - State

Cannot exceed 255 characters, alphanumeric (each field)

  - ZIP Code

10 characters, alphanumeric.

  - Country

255 characters, alphanumeric.

  - Phone #1
  - Phone #2
  - Phone #3

21 characters, alphanumeric (each field)

  - Fax #
  - Email
  - WWW

21 characters, alphanumeric (each field)

  - Salutation

15 characters, alphanumeric.

Picture

File name of the graphic. 255 characters, alphanumeric.

Notes

255 characters, alphanumeric.

Identifiers

10 characters, alpha only.

Custom List 1
Custom List 2
Custom List 3

30 characters, alphanumeric (each field)

Custom Field 1
Custom Field 2
Custom Field 3

30 characters, alphanumeric (each field)

^Conditional Fields:  When importing, one or both fields must contain valid entries for matching fields in the company file.