It is possible to import contact to the contact field (found in the navigation bar at the top). Below you can find a list with details that can be imported via an Excel file.
Pay attention! Make sure to exclude old contacts to ensure good overview. Besides that, according to the GDPR, it is not allowed to store personal details for too long.
To import contacts into the relation file, just go to contacts and click on import.
Which data can you import?
Customer (e.g. a company name)
Customer: Customer number
Customer: E-mail address
Customer: Telephone number
Customer: Address line 1
Customer: Address line 2
Customer: Postal code
Customer: VAT number
Customer: KVK Number
Customer: Invoice address: for the attention of
Customer: Invoice address: e-mail address
Customer: Invoice address: street name + house number
Customer: Invoice address: postal code
Customer: Invoice address: Location
Customer: Invoice address: country
Contact person (e.g. the client)
Contact person: First name
Contact person: Last name
Contact Person: E-mail address
Contact person: Telephone number
Contact person: Address line 1
Contact person: Address line 2
Contact person: Postal code
Contact person: Place
Contact person: Country
Contact person: Notes