Organizations collection import

The import file creates or updates Organizations collection members. Existing database records that link to an updated collection member show the updated information.

Each row in the import file represents one organization record with name, contact details and classifications.

The External Data Importer tool can generate a CSV template file, which can be used to import your data. Select Collection: Organizations from the dropdown list, click the Export button, and save the file to a convenient location.

Column name Data type Assignment if empty Description
Name string row is skipped REQUIRED: This is the name of the company, agency or other organization. If the value is empty, the row is not imported. If the Name value cannot be matched to a collection member, then a new collection member is created; otherwise the matching collection member's properties are updated.
DisplayName string shorter of: first word
or 10 characters
Organization's abbreviation or acronym.
DUNS string no value assigned Dun & Bradstreet D-U-N-S nine-digit identification identifier.
DUNS4 string no value assigned D&B issues a 13-digit (9+4) value that identifies the organization and its geographic location.
Language Languages default member The organization's preferred language for communications. Use the Languages member's Name value in this column. If the value is empty, then the default collection member (e.g., English) is assigned as the record's selection.
PartnerClassification Partner Classifications default member The organization's relationship to your own organization. Use the Partner Classifications member's Name value in this column. If the value is empty, then the default collection member (e.g., Manufacturer) is assigned as the record's selection.
CurrencyShort Currencies default member This is the organization's preferred currency. Use the Currencies member's Currency code value in this column. If the value is empty, then the default collection member (e.g., USD) is assigned as the record's selection.
URL string no value assigned The organization's home page or intranet page.
POBox string no value assigned Post office box number.
Street string no value assigned Physical street address.
City string no value assigned City.
Region string no value assigned State, province or similar area.
PostalCode string no value assigned ZIP, PIN or similar post code. See note 1.
Country Countries default member Use the Countries collection member's Name value in this column. If the value is empty, then the default collection member (e.g., United States of America) is assigned as the record's selection.
EmailPrimary string no value assigned Primary email address (email 1).
EmailSecondary string no value assigned Secondary email address or IM/chat identifier (email 2).
PhoneMain string no value assigned Main office phone number (phone 1).
PhoneFax string no value assigned Facsimile phone number (phone 2).
PhoneAlternate string no value assigned Alternate/mobile phone number (phone 3).
PhoneEmergency string no value assigned Emergency/pager phone number (phone 4).
Notes string no value assigned Miscellaneous information.

Notes:

  1. Do not update this value for the home (default) organization. It is defined in the software license key and modifications during import may invalidate your license. Use the Software License Key dialog to modify this value.

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