This page is for MYOB Acumatica consultants
Check all changes in a test environment before taking them live. Make sure all related features still work as expected and that your data is unaffected.
Importing contacts that belong to suppliers, customers, prospects or simply stand alone contacts can be imported directly into screen ID CR3020PL or menu path [Organisation \ Customer Management \ Work Area \ Manage Customers] by using an import scenario.
It is easier to separate the import of contacts from the master data that they belong to, by importing contacts separately they can be married up to the account that they belong to by using either the Business Account ID or Name as the identifier to who they belong to.
Below is the basic mapping used by the import scenario that is required to allow you to import contacts.
|
Active |
Target object |
Field / Action name |
Commit |
Source field / Value |
|---|---|---|---|---|
|
Yes |
Contact Summary |
<Action: Insert> |
No |
|
|
Yes |
Details → Summary |
First Name |
Yes |
From Data Provider |
|
Yes |
Details → Summary |
Last Name |
Yes |
From Data Provider |
|
Yes |
Details → Summary |
Business Account → Business Account Name |
No |
From Data Provider |
|
Yes |
Contact Summary |
<Action: Save> |
Yes |
|