Organizations Contact Details Import

Organizations Contact Details can be imported into 4me using UTF-8 or UTF-16LE encoded comma-separated values (CSV) or tab-separated values (TSV) files.

Contact details for Organizations can include telephone numbers, email addresses and postal addresses.

To link contact details to a specific Organization, the name should be provided in the Organization column.

Detailed information about the data that can be specified in the columns of an Organizations Contact Details import file can be found in Contacts API - Fields and Addresses API - Fields.

CSV Example

ID,Organization,Contact Protocol,Contact Label,Contact URI,Address Label,Address Address,Address City,Address State,Address Zip,Address Country,Integration
,"Widget North America, Inc.",email,general,,,,,,,,true
,"Widget North America, Inc.",telephone,general,+1 (212) 369 2600,,,,,,,true
,"Widget North America, Inc.",website,general,,,,,,,,true
,"Widget North America, Inc.",telephone,fax,+1 (212) 369 2601,,,,,,,true
,"Widget North America, Inc.",,,,street,1172 Park Avenue,New York,NY,10128,US,true
,"Widget North America, Information Technology",telephone,general,+1 (212) 369 2630,,,,,,,true
,"Widget North America, Information Technology",telephone,fax,+1 (212) 369 2631,,,,,,,true
,"Widget North America, Information Technology",website,service_desk,,,,,,,,true
,"Widget North America, Information Technology",website,general,,,,,,,,true
,"Widget North America, Information Technology",,,,street,5225 South Harper Avenue,Chicago,IL,60615,US,true

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Updating Existing Contact Details

If one or more rows of contact details are defined for an Organization in the import file and the Integration value is set to true (or 1), then all existing contact details of that Organization, which Integration value is also true, will be removed during the import. Any contact details that were manually added for this Organization (i.e. contact details which Integration value is false) will not be removed during imports.

Note that contact details which Integration value is true cannot be modified manually. It is possible, however, to use the Import API to change the Integration value of contact details from true to false or vice versa.

Important: Make sure all contact details for one Organization are grouped together in the file. Otherwise the last contact details in the import file will overwrite the previous ones.

If needed, it is also possible to specify the ID column to update existing contacts. Using an Integration column with value false the integration flag can be removed and the contact becomes editable in the GUI.