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The following fields are imported into the system;
- Client
- Reference No
- Address
- Address line 2
- City
- State
- Postcode
- Phone
- Fax
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
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.
The following fields should be used;
- Contact - name
- This represents the contact's full name
- First name
- Optional - this can be used in place of a contact's full name, along with the last name below
- Last name
- Optional - this can be used in place of a contact's full name, along with the first name above
- Phone
- Mobile Phone