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.