You want to import your contacts and companies? Great, so let’s first have a look at the excel file in attachment.


Creating additional fields

All fields of your excel or csv file you want to import should be available in Teamleader. If they are not one of the standard fields, you should create custom fields before you start the import. Check here for more information.


Allowed values for Custom fields

Type
Allowed value
Single line text
No restriction but all information needs to be in one column
Multiline text
No restriction but all information needs to be in one column
Single selection
No restriction but all information needs to be in one column
Unknown options will be added to the list of options.
Multiple selection
Different options need to be in one column, separated by a comma.
Unknown options will be added to the list of options.
Date
Needs to have the format YYYY-MM-DD
Money
Needs to be a number
Integer
Needs to be an integer number
Number
Needs to be a number
Automatically incrementing field
Needs to be a number
Yes/No
Needs to be the value 1 or 0
1 is “Yes” and 0 is “No”
Emailaddress
Check that all email addresses have the symbol @
Check that are not special characters not accepted on an email address
Only one email address per column is accepted
Phone number
Only one number per column is accepted
URL
Check that all websites include www. and .com/.uk/.es/etc...
Only one website per column is accepted
Company
Needs to be an existing company in the account otherwise a new company is created
Contact
Needs to be an existing contact in the account otherwise a new contact is created
Product
Needs to be an existing product in the account otherwise a new product is created
User
Needs to be the exact name of an active user in the account


Allowed values for some standard fields

Contacts/Companies

Field
Allowed value
Email address
Check that all email addresses have the symbol @
Check that are not special characters not accepted on an email address
Only one email address per column is accepted
Website
Check that all websites include www. and .com/.uk/.es/etc...
Only one website per column is accepted
Phone
Only one telephone number per column is accepted
Fax
Only one fax number per column is accepted
Tags
Different options need to be in one column, separated by a comma.
Unknown options will be added to the list of options.
Country
Extended names are not accepted.
Only ISO codes (2 letters accepted)
Language
Extended names are not accepted.
Only ISO codes (2 letters accepted)
Payment terms
Cash:
CONT/CONTANT/0D: payment term cash (0 days)
Default payment terms:
7, 21, 30, 7D, 21D, 30D… : normal payment term
Flexible payment terms:
If you use custom payment terms, you can upload these as well. They will be kept as a preference for your customer.
You can also create custom payment terms within Teamleader.
End of month:
30DEM: 30 days after the end of the month (identical for 60DEM and 90DEM)
Background information
No restriction but all information needs to be in one column
Disable mailing
This column allows you to exclude from your mailing list the companies that don’t wish to receive information.
Only the numbers 0 and 1 are accepted.
The number 0 stands for ‘Disable mailing = NO’ and the number 1 stands for ‘Disable mailing = YES’.


Contacts only

Field
Allowed value
First and Last name
Can be in one column but should be all in the same order, e.g. all First name + Last name
Note: You need to choose the right value when matching this column at a later stage, e.g. “First name + Last name”
Gender
Men: “M”, “MAN”, “MALE”
Women: “W”, WOMAN”, “F”, “FEMALE”
Date of birth
Needs to have the format YYYY-MM-DD
Related companies
Only one related company per column is accepted
Maximum number of columns for related companies is 3
The function of the contacts has to be in a separate column
Function of contact in the companyOnly one function per column is accepted


Companies only

Field
Allowed value
Account manager
Needs to be the exact name of an active user in the account
VAT liability
BE: Belgian VAT liability
EU_IC: Intra-Community VAT liability
EU_EC: VAT liability outside the EU
MC: Contracting partner
PARTIC: Private person
NO_VAT: Not liable for VAT
Sector
Sectors can only be entered for companies by using the triple letter codes that are used by Trends.
Related contacts
Only one related contact per column is accepted
Maximum number of columns for related contacts is 3
The function of the contacts has to be in a separate column
Function of related contact
Only one function per column is accepted