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The following fields are imported into the system;
- Client
- Reference No
- Address
- Address line 2
- City
- State
A client's ID number can also be used to update existing clients, along with a clients name - the following fields can be used;
- ID (this referrs to the internal ID number within the VTEvents system)
- Client
- Reference No
- Address
- Address line 2
- City
- State
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Client Contacts
Client contacts can also be imported at the same time as clients, generally by specifying them as additional fields in the Excel / CSV document.
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