Contact Import Template Field Reference

This field reference lists the fields in all worksheets of the Contact Import Template.

You can see whether or not each field is required and a description of valid values or other pertinent information.

Tip: You may find it helpful to review information about the Contact screen.

Contact worksheet

Field

Required?

Description

External ID

No

Enter the unique identifier for the record from your original system.

Note: If you don't provide an external ID, the application assigns an identifier. However, Viewpoint recommends that you provide an external ID value for each external data record. The application uses the external ID to map links between imported records.

For example, a project is associated with a customer. When you import your external project data, each project may contain a link to a customer using the customer number from your original system. If you used that original customer number as the external ID in the customer external data, the link between the customer and the project will be maintained once you import both sets of data into Viewpoint Estimating.

Title

No

Enter the contact's title (for example, Mr., Ms., or Dr.).

First Name

No

Enter the first name of the contact.

Initial

No

Enter the middle initial of the contact.

Last Name

Yes

Enter the last name of the contact.

Suffix

No

Enter the contact's name suffix (for example, Jr. or III).

Sort Name

Yes

Enter the text to use for sorting contact names in lookup lists and reports.

Company Type

No

Enter the company type for the contact. .

  • Company - Contact is associated with your company.

  • Division - Contact is associated with a division of your company.

  • Customer/Prospect - Contact is associated with a customer or prospect.

  • Vendor - Contact is associated with a vendor.

Company

No

Enter the name of the contact's business entity (that is, a vendor, a customer, a prospect, a company, or a division).

The entity you enter must already be set up in the system. Therefore, if you are using this field, you might want to import your customers and vendors before importing contacts.

Note: If you specify a company or division, note that you can import data only for companies and divisions to which you have full access.

Job Title

No

Enter the contact's job title.

Department

No

Enter the contact's department.

Web Page

No

Enter the address for the contact's main Web page.

Home Phone

No

Enter the contact's home phone number.

Work Phone

No

Enter the contact's work phone number.

Extension

No

Enter the contact's work phone extension.

Cell Phone

No

Enter the contact's cell phone number.

Fax Number

No

Enter the contact's fax number.

Pager Number

No

Enter the contact's pager number.

Default Phone

No

Enter the default phone for the contact. .

  • <blank>

  • Work Phone

  • Cell Phone

  • Home Phone

  • Pager Number

Main Address Street 1

No

Enter the first line of the street portion of the contact's main address.

Main Address Street 2

No

Enter the second line of the street portion of the contact's main address.

Main Address City

No

Enter the city of the contact's main address.

Main Address State

No

Enter the state () or province () of the contact's main address.

Main Address Zip

No

Enter the ZIP code () or postal code () of the contact's main address.

Main Address Country

Yes

Enter the country for the contact's main address.

Status

Yes

Enter the status of the contact. .

  • Active - Contact is available for use and appears in lookup lists.

  • Inactive - Contact is not available for use and does not appear in lookup lists.

Memo

No

Enter any comments or notes about the contact.

E-mail Address

No

Enter the contact's e-mail address.

Chat ID

No

Enter the contact's instant messenger ID.

Contact Import Template Field Reference

Address worksheet

Use the Address worksheet to specify the business and/or home address for each contact.

Field

Required?

Description

Title

No

Enter the contact's title (for example, Mr., Ms., or Dr.).

First Name

No

Enter the first name of the contact.

Initial

No

Enter the middle initial of the contact.

Last Name

Yes

Enter the last name of the contact.

Suffix

No

Enter the contact's name suffix (for example, Jr. or III).

Address Type

Yes

Enter the type of address for the contact. .

  • Business

  • Home Address

Street 1

No

Enter the first line of the street address for the address type.

Street 2

No

Enter the second line of the street address for the address type.

City

No

Enter the city for the address type.

State

No

Enter the state or province for the address type.

Zip

No

Enter the ZIP code or postal code for the address type.

Country

Yes

Enter the name of the country for the address type.

Contact Import Template Field Reference

Contact Types worksheet

Use the Contact Types worksheet to associate contact types with each contact.

Field

Required?

Description

Title

No

Enter the contact's title (for example, Mr., Ms., or Dr.).

First Name

No

Enter the first name of the contact.

Initial

No

Enter the middle initial of the contact.

Last Name

Yes

Enter the last name of the contact.

Suffix

No

Enter the contact's name suffix (for example, Jr. or III).

Contact Type

Yes

Enter the code for the contact type for the contact.

Note: Contact types are defined on the Contact Type screen.

Contact Import Template Field Reference

Usage worksheet

Use the Usage worksheet to enter sources for each contact. Sources include prospects, customers, vendors, or projects.

Field

Required?

Description

Title

No

Enter the contact's title (for example, Mr., Ms., or Dr.).

First Name

No

Enter the first name of the contact.

Initial

No

Enter the middle initial of the contact.

Last Name

Yes

Enter the last name of the contact.

Suffix

No

Enter the contact's name suffix (for example, Jr. or III).

Source Type

Yes

Enter the source type for the contact. .

  • Customer/Prospect

  • Project

  • Vendor

Source

Yes

Enter the code that identifies the source for the contact. For example, if the source type is Project, enter the code for the project source.

Note: If you entered a project, note that you can import contacts only for projects on which you are a project manager.

Contact Type

Yes

Enter the code for the contact type for the source.

Company

Conditional

If the source type is Project, enter the company for the project.

Contact Import Template Field Reference

UDF worksheet

Use the UDF worksheet to specify import values for user-defined fields.

The UDF worksheet contains columns for up to 20 user-defined fields (named UDF_01 through UDF_20). You must include a column for each user-defined field that is set up for the corresponding function in Viewpoint Estimating. The fields must be listed in order, based on their corresponding sort value in the User-Defined Fields screen. Viewpoint Estimating matches the fields in the worksheet to the fields in the system based on this value. For example, the first UDF column matches to the user-defined field with the lowest sort value in the system; the second column in the worksheet matches to the user-defined field with the second lowest sort value in the system; and so on.

Field

Required?

Description

Title

No

Enter the contact's title (for example, Mr., Ms., or Dr.).

First Name

No

Enter the first name of the contact.

Initial

No

Enter the middle initial of the contact.

Last Name

Yes

Enter the last name of the contact.

Suffix

No

Enter the contact's name suffix (for example, Jr. or III).

Company

Yes

Enter the code of the company for the subcontract.

Project

No

Enter the code of the project for the subcontract.

Subcontract

Yes

Enter the code of the subcontract.

UDF_01 through UDF_20

Conditional

Enter a value for each user-defined field.

Note: Viewpoint Estimating determines how to validate the value in each column based on the corresponding field's definition.

Contact Import Template Field Reference