Import/export clients + contacts

Import client + contact

Client + Contacts can be imported via ARM > Import data.

To import multiple clients + contacts:

• Download the spreadsheet in CSV format, click ‘Download’
• Paste client + contact information into the appropriate columns of the spreadsheet, completing all relevant columns

NB: When editing a .CSV file, use of Open Office rather than Microsoft Office is highly recommended to prevent incorrect automated conversions e.g. 5-9 being converted to 5-Sept OR leading zeros being removed in phone numbers. After saving the file, open it in Notepad and check the dates have been formatted correctly.

Content:

• Do not amend column headings or column order in any way
• Fields that contain both a first name + last name (e.g. Account manager, Project manager) + include a comma will be recognised as last name, first name (e.g. Smith, John)
• Fields that contain both a first name + last name (e.g. Account manager, Project manager) + exclude a comma will be recognised as first name + last name (e.g. John Smith)
• Fields that contain a date need to be in the following format: DD MMM YYYY
• At least one of the following columns is mandatory:
  • Client name
  • Contact email address
  • Contact first name
  • Contact last name
• If ‘Contact visible in eMarketing only’ is set to ‘Y’ then only ‘Contact email address’ is mandatory (eMarketing subscribers only)

Overwriting:

• Clients already in MYP that have the same Client name will be overwritten by this upload
• Contacts within a client already in MYP that have the same ‘Contact email address’, ‘Contact first name’ + ‘Contact last name’ will be overwritten by this upload
• When overwriting, if a field is blank in your spreadsheet and it is not blank in MYP, then it will not be overwritten with a blank

NB: The spreadsheet can also be accessed via the ‘Export clients + contacts’ function and then edited and imported here. Please ensure staff members are uploaded in maximum blocks of 2,000 if using this method.

• Upload completed spreadsheet
• Select the completed spreadsheet file + click ‘Confirm’ to upload.

The import fields include:

• Contact GUID  
• Personal title    
• First name       
• Last name       
• Accepts email contact  
• Team   
• Position title     
• Primary role     
• Unique contact code   
• Gender
• Birthday           
• Partner first name        
• Partner last name        
• Hobbies/interests         
• Additional information 
• Contact NDIS number 
• Email address 1
• Email address 2
• Phone 1 (+ area code) 
• Phone 2 (+ area code) 
• Fax (+ area code)        
• Home phone (+ area code)     
• Home country 
• Home address 
• Home suburb  
• Home address 2
• Home town/city           
• Home state/region      
• Home post/zip code    
• Does this contact have a different postal address?       
• Home postal address   
• Home postal suburb    
• Home postal address 2
• Home postal town/city 
• Home postal state/region        
• Home postal post/zip code      
• Other social media URL           
• PocketWatch Attributes
• Standard rate  
• Required Hours
• TFA Enabled
• Initials  
• Location
• Permission template

Export client + contact

Staff can be export via ARM > Export data.

To export all clients + contacts:

• Select the relevant filters
  • Client, staff or program? – Client
  • Export type – Spreadsheet
  • Form type – Client + Contact
• Select ‘Download’

The export fields include:

• Contact GUID
• Contact first name
• Contact last name
• Contact personal title
• Contact team
• Contact personal account manager
• Primary role
• Contact visible in eMarketing only (eMarketing subscribers only)
• Position title
• Accepts email contact
• Unique contact code
• Contact gender
• Contact send birthday reminder
• Contact birthday
• Contact partner first name
• Contact partner last name
• Contact send partner birthday reminder
• Contact partner birthday
• Contact number of children
• Contact hobbies/interests
• Contact additional information
• Contact email address 1
• Contact email address 2
• Contact phone 1
• Contact phone 2
• Contact fax
• Contact home phone
• Contact home country
• Contact home address
• Contact home suburb
• Contact home address 2
• Contact home town/city
• Contact home state/region
• Contact home post/zip code
• Does this contact have a different postal address?
• Contact home postal address
• Contact home postal suburb
• Contact home postal address 2
• Contact home postal town/city
• Contact home postal state/region
• Contact home postal post/zip code
• Contact Facebook URL
• Contact Twitter URL
• Contact YouTube URL
• Contact LinkedIn URL
• Contact other social media URL
• Contact NDIS number
• Client name
• Unique code
• Trading name
• Business number
• Account manager
• Web address
• Relationship
• Activities
• Client phone 1
• Client phone 2
• Client fax
• Country
• Street address
• Suburb
• Street address 2
• Town/City
• State/Region
• Post/Zip code
• Does this client have a different postal address?
• Postal address
• Postal suburb
• Postal address 2
• Postal town/city
• Postal state/region
• Postal post/zip code
• Introduction source
• Client Facebook URL
• Client Twitter URL
• Client YouTube URL
• Client LinkedIn URL
• Client other social media URL
• Is the client part of a group of similar organisations?
• Group
• Industry sector
• Employees
• Total number of clients
• Annual total revenue
• Client structure
• Financial year start month
• Venue capacity
• Venue type
• Venue key contact
• Client NDIS number
• Client email
• Client BSB
• Client Account Name
• Client Account Number
• Key contact
• Sync contact
• GOMS client (GOMS subscribers only)
• GOMS primary disability (GOMS subscribers only)
• GOMS secondary disability (GOMS subscribers only)
• GOMS formal diagnosis (GOMS subscribers only)