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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
  • Email
  • Phone
  • Mobile Phone