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. |
| 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 |