Contact creation

Basic Import

The basic import can be done by the user himself. It is using an interface in SAM.

Following fields can be imported :

• E-mail address

• First name, name

• One address

• Criteria

• Authorization

• TBD

If more data needs to be imported, an extended import is necessary.

The full documentation for basic imports is available here: How to do your import contact file in SAM?

Extended Import

The extended import gives the possibility to load many other fields and objects.

Following fields can be imported (non exhaustive) :

• Contact number

  • The original contact number can be kept if wished. Therefore, it must not already be used by a previous import.

• Individual information

  • First name, last name, date of birth, preferred language, …

• Structure information

  • Structure name, structure type, community type, administrative numbers, …

• Postal address

  • Possibility to import Billing and shipping addresses separately.

• Communication means

  • E-Mail address, phone numbers

• Criteria

• Authorizations

The details and more fields are found in Contact import template (Extended).