Importing New Records - Finance Address/Contact
Follow the steps for Importing New Records

Field Required Type Sample Value Notes
Household_Id No Key Id Field "123"  
Household_Alternate_Id No Identifier "456" Must be a set of alphanumeric characters.
Household_Name Yes Lookup "Smith Household" Must match a household name in the system
Household_Addressee1 No Text "Mr H. Jones and Mrs. Q Jones", "Mr. Squall Leonhart"  
Household_Addressee2 No Text "Mrs. Quistis Trepe"  
Household_Address1 Yes Text "23 Summer Parkway"  
Household_Address2 No Text "Apt 123" Used if you need more room for an address.
Household_Address3 No Text "Ontario" Additional room for an address.
Household_City Yes Text "Baltimore"  
Household_State Yes Datasource Data "TX" must match an existing household state in the system
Household_Zip Yes Text "43562", "34532-3323"  
Household_Country Yes Datasource Data "USA" must match an existing household country in the system
Household_County_District No Text "Dallas"  
Send_Mail_Yes_No Yes Datasource Data "Y" or "N" Used for "Send Mail" in Admin->Households->Details->Household Details.  Note:  While this field is not technically required, if there is any doubt about how this field should be specified for a household record set it to Y.
Household_Phone No Text "(635) 1234-007"  
Household_Fax No Text "555-987-6543"  
Household_Email No Text "bigemail38@hotmail.com"  
Contact1_Last_Name Yes Text "Smith"  
Contact1_First_Name Yes Text "John"  
Contact1_Title No Text "Mr."  
Contact1_Email No Text "john.smith@email.com"  
Contact1_Email1_Type No Datasource Data "Personal" Must match an existing email type in the system
Contact1_Email2 No Text "work.smith@email.com"  
Contact1_Email2_Type No Datasource Data "Work" Must match an existing email type in the system
Contact1_Phone1 Yes Text "555-111-2222"  
Contact1_Phone1_Type Yes Datasource Data "Mobile" Must match an existing phone type in the system
Contact1_Phone2 No Text "555-333-4444"  
Contact1_Phone2_Type No Datasource Data "Work" Must match an existing phone type in the system
Contact2_Last_Name No Text "Doe"  
Contact2_First_Name No Text "Jane"  
Contact2_Title No Text "Mrs."  
Contact2_Email No Text "jane.doe@email.com"  
Contact2_Email1_Type No Datasource Data "Personal" Must match an existing email type in the system
Contact2_Email2 No Text "work.doe@email.com"  
Contact2_Email2_Type No Datasource Data "Work" Must match an existing email type in the system
Contact2_Phone1 No Text "555-555-5555"  
Contact2_Phone1_Type No Datasource Data "Work" Must match an existing phone type in the system
Contact2_Phone2 No Text "555-666-7777"  
Contact2_Phone2_Type No Datasource Data "Mobile" Must match an existing phone type in the system

See also

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