Select the Sage CRM entity with which you want to associate the data upload file column.

To associate a column with both Company and Person, select Person in this option. As a result, the column value is automatically assigned to the company record with which the person record is associated.

For Phone, types Business and Fax are shared.

For Email, type Business is shared.

When Belongs to is set to Person and the number of contacts in the data upload file settings is set to more than one, the following additional option is available:

• Order. Select the person record to which this field belongs.

Select the table in the Sage CRM database to which you want to write data from the upload file column.

You can select one of the following tables: 

• Addresses
• Email
• Phone
• Notes

If in Belongs to you have selected Company or Person, leave Data Table blank.

Note: Alternative numbers belong to the Phone table, with the type set to Fax.

When Data Table is set to Address or Notes, and the number or addresses or notes in the data upload file settings is set to more than one, the following additional option is available:

• Order. Select the address or note record to which this field belongs.

Select the Sage CRM field you want to populate with values from the upload file column.

If each column cell includes multiple values, you can insert them into several Sage CRM fields. For more information, see Mapping multivalued column cells.

Specify what value on the user table you want to match when you are mapping a column in your data file to a User Select field.

For example, if the file you are uploading contains the full user name, you can specify "Firstname Lastname" to insert the correct User ID.

Note: This option is available only for User Select columns.

Allows you to assign a category to the data in the upload file column.

Note: This option is available only when: Belongs to is set to Person or Company and Data Table is set to Address, Phone, or Email.

Select a condition to detect duplicate records during your data upoload.

You can select one of the following:

• Exact Match. A record is detected as a duplicate if the column cell value exactly matches the value in the mapped Sage CRM field.
• Phonetic. A record is detected as a duplicate if the column cell value phonetically matches the value in the mapped Sage CRM field.
  For example, an uploaded company named Greatecom is detected as a duplicate of an existing company named Gatecom.
• First Letter Match A record is detected as a duplicate if the first character of the column cell value matches the first character of the value in the mapped Sage CRM field.
  For example, an uploaded company named Design Right Inc. is detected as a duplicate of an existing company named Davis & Son Publishing Ltd.
• Begins With A record is detected as a duplicate if the column cell value begins with the same characters as the value in the mapped Sage CRM field.
  For example, an uploaded company named Design Right Inc. is detected as a duplicate of an existing company named Des Barnes Sign Makers.
• Contains. A record is detected as a duplicate if the column cell value contains the string in the mapped Sage CRM field.
  For example, an uploaded company named Design Right is detected as a duplicate of an existing company named Design Right Management.
• Not Equal To A record is detected as a duplicate if the column cell value does not match the value in the mapped Sage CRM field.
  You can use this condition when you don't want the imported value to overwrite the existing value in the mapped Sage CRM field. For example, use this condition if you want to have a single person record associated with a company record.

Saves the current settings.