---
title: "CSV Connector"
slug: "csvconnector"
updated: 2024-08-05T02:46:48Z
published: 2024-08-05T02:46:48Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CSV Connector

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

> [!NOTE]
> 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.**

[Back to Connectors](https://help.12dsynergy.com/docs/v5connectors)