You want to import your contacts and companies? Great, so let’s first have a look at the excel file in attachment.

Creating additional fields

All fields of your excel or csv file you want to import should be available in Teamleader Focus. If they are not one of the standard fields, you should create custom fields before you start the import. Check here for more information.

Allowed values for Custom fields

Type	Allowed value
Single line text	No restriction but all information needs to be in one column
Multiline text	No restriction but all information needs to be in one column
Single selection	No restriction but all information needs to be in one column Unknown options will be added to the list of options.
Multiple selection	Different options need to be in one column, separated by a comma. Unknown options will be added to the list of options.
Date	Needs to have the format YYYY-MM-DD
Money	Needs to be a number
Integer	Needs to be an integer number
Number	Needs to be a number
Automatically incrementing field	Needs to be a number
Yes/No	Needs to be the value 1 or 0 1 is “Yes” and 0 is “No”
Emailaddress	Check that all email addresses have the symbol @ Check that are not special characters not accepted on an email address Only one email address per column is accepted
Phone number	Only one number per column is accepted
URL	Check that all websites include www. and .com/.uk/.es/etc... Only one website per column is accepted
Company	Needs to be an existing company in the account otherwise a new company is created
Contact	Needs to be an existing contact in the account otherwise a new contact is created
Product	Needs to be an existing product in the account otherwise a new product is created
User	Needs to be the exact name of an active user in the account

Allowed values for some standard fields

Contacts/Companies

Field	Allowed value
Email address	Check that all email addresses have the symbol @ Check that are not special characters not accepted on an email address Only one email address per column is accepted
Website	Check that all websites include www. and .com/.uk/.es/etc... Only one website per column is accepted
Phone	Only one telephone number per column is accepted
Fax	Only one fax number per column is accepted
Tags	Different options need to be in one column, separated by a comma. Unknown options will be added to the list of options.
Country	Extended names are not accepted. Only ISO codes (2 letters accepted)
Language	Extended names are not accepted. Only ISO codes (2 letters accepted)
Payment terms	Cash: CONT/CONTANT/0D: payment term cash (0 days) Default payment terms: 7, 21, 30, 7D, 21D, 30D… : normal payment term Flexible payment terms: If you use custom payment terms, you can upload these as well. They will be kept as a preference for your customer. You can also create custom payment terms within Teamleader Focus. End of month: 30DEM: 30 days after the end of the month (identical for 60DEM and 90DEM)
Background information	No restriction but all information needs to be in one column
Opt-in marketing mails	This column allows you to exclude from your mailing list the companies that don’t wish to receive information. Only the numbers 0 and 1 are accepted. The number 0 stands for 'Opt-in marketing mails’ = NO and the number 1 stands for 'Opt-in marketing mails' = YES’.
Active	Only the numbers 0 and 1 are accepted. The number 0 stands for 'deactivated’ and the number 1 stands for 'active'.

Contacts only

Field	Allowed value
First and Last name	Can be in one column but should be all in the same order, e.g. all First name + Last name Note: You need to choose the right value when matching this column at a later stage, e.g. “First name + Last name”
Gender	Men: “M”, “MAN”, “MALE” Women: "WOMAN”, “F”, “FEMALE”
Date of birth	Needs to have the format YYYY-MM-DD
Related companies	Only one related company per column is accepted Maximum number of columns for related companies is 3 The function of the contacts has to be in a separate column
Function of contact in the company	Only one function per column is accepted

Companies only

Field	Allowed value
Account manager	Needs to be the exact name of an active user in the account
VAT liability	You can use the text abbreviations or the numbers listed below: vat_liable: Belgian VAT liability (1) intra_community_eu: Intra-Community VAT liability (4) outside_eu: VAT liability outside the EU (6) contractor: Contracting partner (30) private_person: Private person (7) exempted_from_vat: Not liable for VAT (10)
Sector	Sectors can only be entered for companies by using the triple letter codes that are used by Trends. You can find the sector list attached here.
Related contacts	Only one related contact per column is accepted Maximum number of columns for related contacts is 3 The function of the contacts has to be in a separate column
Function of related contact	Only one function per column is accepted

What values are allowed for importing contacts or companies?