Skip to main content
Skip table of contents

Importing contacts mapping details

This page is for MYOB Advanced 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



JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.