Person
By default, the required fields for creating a person record are:
Field caption in the user interface |
Field code in the database |
---|---|
Last Name |
pers_lastname |
First Name |
pers_firstname |
Address 1 |
addr_address1 |
In row 1 of the data upload file, enter the captions of the required and any optional Sage CRM fields you want to populate with values. Then, enter the person records to be uploaded. Each row must contain one person record only. All data for each person record must be entered in the same row.