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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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