CSV Connector
- 05 Aug 2024
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CSV Connector
- Updated on 05 Aug 2024
- 1 Minute to read
- Print
- PDF
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Admin Content
1. CSV Connector Configuration in 12d Synergy
Setting | Value/Value Source |
|---|---|
Contact File | Enter the path to the contact import file within 12d Synergy. |
Company File | Enter the path to the company import file within 12d Synergy. |
Job | Enter the past to the job import file within 12d Synergy. |
1.1. CSV Fields
When creating the CSV files, the required field heading names must match the examples given in this document (case sensitivity included).
Required Fields
If the email address matches an existing contact in 12d Synergy, it will update the details of the existing contact. Otherwise, a new contact will be created.
First_Name
Last_Name
E-mail_Address (Also accepts 'Email' or 'E-mail')
Optional Fields
Phone
Mobile
Address
City
Region
Country
PostCode
PostalAddress
PostalCity
PostalRegion
PostalCountry
PostalPostCode
Fax
SecondaryEmail
Position
Company (This will add the contact as a staff member of the company that matches this company name)
1.2. Job Fields
Required Fields
If the job name matches an existing job in 12d Synergy, it will update the details of the existing job. Otherwise, a new job will be created.
JOB_NAME (Also accepts '_PROJECT_NAME', 'PROJECT_NAME', '_PROJECT NAME' or 'NAME')
1.3. Company Fields
If the company name matches an existing company in 12d Synergy, it will update the details of the existing company. Otherwise, a new company will be created.
Required Fields
COMPANY_NAME (Also accepts 'NAME')
2. CSV Connector Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Phone | Text | Phone | Phone | Phone |
Mobile | Text | Mobile | Mobile | Mobile |
Fax | Text | Fax | Fax | Fax |
Address | Address | Address | Address | Address |
Postal Address | Address | PostalAddress | PostalAddress | Postal Address |
Position | Text | Position | Position | Position |
Secondary Email | Text | SecondaryEmail | SecondaryEmail | Secondary Email |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
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