Contacts, companies and addresses

This page explains the matching and mapping fields that you can use while importing contacts, companies and addresses. This page serves purely as a reference and it assumes that you already have a basic understanding of the import tool.

Practical example: Importing contact data

Imagine you’re new to PlentyONE and you want to import all of your contact data at once. How would that work? Take a look at this practical example, which guides you through the process step-by-step.

1. Matching fields

Table 1 explains the fields that are available for matching contacts, company and address data. During the import, PlentyONE checks if the imported data record already exists based on the matching field.

Table 1. Matching fields for importing contact, company and address data
Setting Explanation

Contact ID

Which column of your CSV file lists the contact IDs? Choose this column here. This option is useful if you want to update existing contacts.
If you want to import new contacts, leave this field empty. The IDs for the contacts are automatically assigned when carrying out the import.

Background info: Every new contact automatically receives an ID, which cannot be changed. The ID is used to uniquely identify the contact. Because the ID is unique, it’s a good way to check whether the imported data record already exists in PlentyONE.

Email

Which column of your CSV file lists the email addresses? Choose this column here. This option is useful if you want to update existing contacts.

Invoice address ID

Which column of your CSV file lists the invoice address IDs? Choose this column here. This option is useful if you want to update existing invoice addresses of existing contacts.

Delivery address ID

Which column of your CSV file lists the delivery address IDs? Choose this column here. This option is useful if you want to update existing delivery addresses of existing contacts.

External number (ID)

Which column of your CSV file lists the external numbers of your contacts? Choose this column here.
Note the following information regarding the import logic of the external number if the external number exists once or multiple times in your import file:

  • The external number exists once in your import file:

    • If the external number is not available in your system, the external number will be created.

    • If the external number is available once in your system, the external number will be updated.

    • If the external number is available at least 2 times in your system, the external number will neither be created nor updated. An error message is shown instead saying that a duplicate exists in your system.

  • The external number exists at least 2 times in your import file:

    • If the external number is not available in your system, only the first row of the import file will be updated. The other rows will be ignored and an error message is shown saying that a duplicate exists in your import file.

    • If the external number is available once in your system, only the first row of the import file will be updated. The other rows will be ignored and an error message is shown saying that a duplicate exists in your import file.

    • If the external number is available at least 2 times in your system, the external number will neither be created nor updated. 2 error messages are shown instead: one error message for the duplicate in the import file, the other error message for the duplicate in your system.

2. Mapping fields

This chapter explains the fields that are available for mapping contact, company and address data. Use these fields to specify which column of your file corresponds to which data field in your system.

Basic procedure:

  1. In your CSV file: Enter a valid import value into a column.

  2. In PlentyONE: Assign this column to the appropriate mapping field.

  3. After the import: Check the result in the back end.

No mapping field? Default value applies!

If you don’t include a certain piece of information into your CSV file, i.e. if you don’t use a certain mapping field, then your contact will be given the default value.

2.1. Contact

2.1.1. External ID

Enter the external ID into your CSV file. This could be, for example, the customer number from another system that you used before. This ID helps you not to lose the assignment when you import the data in PlentyONE.

Default value: No default value

Permitted import values: Alpha-numeric, maximum number of characters: 64


2.1.2. Number

This is an additional number for the contact that you can determine yourself.

Default value: No default value

Permitted import values: Alpha-numeric, maximum number of characters: 128

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details.


2.1.3. Type

Required field

Which type do you want to assign the contact? Types are used to classify and differentiate contacts. Enter the type’s ID into the CSV file.

ID 1 to 6 are already specified and cannot be changed. You can create further types in the Setup » CRM » Types menu and assign one of these types to the contact before your carry out the import.

Default value: 1

Permitted import values: Numeric (internal ID)

Permitted import values in CSV file

Result in the back end

1

Customer

2

Interested party

3

Sales representative

4

Supplier

5

Hersteller

6

Partner

further IDs

Names of the types that you created

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Drop-down list: Type.


2.1.4. First name

What’s the first name of the contact? Enter the first name into your CSV file.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Field: First name.


2.1.5. Last name

What’s the last name of the contact? Enter the last name into your CSV file.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Field: Last name.


2.1.6. Form of address

Enter the contact’s form of address into your CSV file.

Default value: blank option or 0

Permitted import values in CSV file Result in the back end

Blank option or 0

The drop-down list Form of address in the contact data record is empty.

female or 1

The drop-down list Form of address in the contact data record shows Ms..

male or 2

The drop-down list Form of address in the contact data record shows Mr..

diverse or 3

The drop-down list Form of address in the contact data record shows Diverse.

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Drop-down list: Form of address.


2.1.7. Title

Does the contact have a title? Enter contact’s title into your CSV file.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Field: Title.


2.1.8. Newsletter

Enter the date into your CSV file when the contact registered for your newsletter.

Default value: No default value

Permitted import values: Date in the format dd.mm.yyyy

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Field: Newsletter.


2.1.9. Contact class

Required field when you saved customer classes in PlentyONE.

Do you want to assign a customer class to the contact?

When customer classes are saved in the system, the field in the import file must be filled with the ID of the customer class. Otherwise, the contact cannot be imported in your PlentyONE system. If you did not create customer classes in the system, you can ignore this field.

Default value: No default value

Permitted import values: Numeric (internal ID)

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Drop-down list: Customer class.


2.1.10. Blocked

Decide whether the contact is blocked for the assigned client or not.

When creating a new contact data record, the default client is automatically assigned.

Default value: 0

Permitted import values in CSV file Result in the back end

0

not blocked

1

blocked

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Setting: Contact blocked.


2.1.11. Rating

How do you want to rate the contact? Enter a number between -5 for the worst rating and 5 for the best rating into your CSV file. The rating of the contact is used as internal feedback only and cannot be seen by third parties.

Default value: 0

Permitted import values in CSV file Result in the back end

0

5 grey stars. No rating saved for the contact.

5

5 yellow stars (best possible rating)

4

4 yellow stars

3

3 yellow stars

2

2 yellow stars

1

1 yellow star

-1

1 red star

-2

2 red stars

-3

3 red stars

-4

4 red stars

-5

5 red stars (worst possible rating)

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Drop-down list: Rating.


2.1.12. Debtor account

The debtor account is an additional number that usually corresponds to the contact number or the debtor number of the contact in your administrative accounting department.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Field: Debtor account.


2.1.13. Language

Enter contact’s language into your CSV file.

If you later save templates in the language that you entered here in the Setup » Client » [Select client] » Email » Templates menu, for example nl, the email templates will be sent to the contact in this language (in our example in Dutch).
This page of the manual lists the language abbreviations used in PlentyONE.

Default value: No default value

Permitted import values: Language abbreviations following the pattern nl, de, ro etc.

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Drop-down list: Language.


2.1.14. Referrer

Required field

What’s the referrer of the contact?

Default value: No default value

Permitted import values: Numeric (internal ID)

Important: ID 0 = manual entry will not be effective because the import tool is not a manual entry in the strict sense. Basically, you can import every order referrer ID that you activated in the Setup » Orders » Order referrer menu. Note that it is currently not possible to filter or show the IDs of the markets in the contact data record. In the future, it will however be possible to filter the referrer of your contacts in the contact overview.

2.1.15. plenty ID

Which PlentyONE ID (which client) do you want to assign to the contact? Enter the PlentyONE ID into your CSV file.

Default value: No default value

Permitted import values: Numeric (internal ID)

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Drop-down list: Client.


2.1.16. Owner ID

Which owner do you want to assign to the contact? Enter the owner ID into your CSV file.

Only owners for whom the Customer option has been activated in the Owner tab can be selected from the drop-down list. You find the owner IDs in the Setup » Settings » User » Rights » User menu.

Default value: No default value

Permitted import values: Numeric (internal ID)

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details.


2.1.17. Date of birth

Enter the contact’s date of birth into your CSV file.

Default value: No default value

Permitted import values: Date in the format yyyy-mm-dd

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Field: Date of birth.


2.1.18. Valuta

This mapping field is currently without function and cannot be used to import contact data. You can, however, import a valuta value for the company.


2.1.19. Days for early payment discount

This mapping field is currently without function and cannot be used to import contact data. You can, however, import a days for early payment discount value for the company.


2.1.20. Percentage for early payment discount

This mapping field is currently without function and cannot be used to import contact data. You can, however, import a percentage for early payment discount value for the company.


2.1.21. Payment due date

This mapping field is currently without function and cannot be used to import contact data. You can, however, import a payment due date value for the company.


2.1.22. Sales representative ID

Enter the ID of the sales representative that you want to assign to the contact into your CSV file.

The sales representative has to be saved as type Sales representative in the contact data record to assign it to a contact.

Default value: No default value

Permitted import values: Numeric (internal ID)

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details.


2.1.23. Anonymised at

Enter the date when the contact was anonymised into your CSV file.

You can find the result of the import in the back end menu CRM » Contacts in the overview.


2.1.24. Tag IDs

Enter the IDs of the tags into your CSV file.

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Tags.


2.1.25. Contact ID

Your PlentyONE system automatically assigns the contact ID and you cannot change the ID. This is why it is not needed that you map this field here. This field can be neglected for the import.

2.2. Contact options

2.2.1. Private telephone number

Enter the contact’s private telephone number into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.2. Business telephone number

Enter the contact’s business telephone number into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.3. Private mobile phone number

Enter the contact’s private mobile phone number into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.4. Business mobile phone number

Enter the contact’s business mobile phone number into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.5. Private email address

Enter the contact’s private email address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.6. Business email address

Enter the contact’s business email address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.7. Email PayPal

Enter the contact’s PayPal email address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.8. Private fax number

Enter the contact’s private fax number into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.9. Business fax number

Enter the contact’s business fax number into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.10. Private homepage

Enter the contact’s private homepage into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.11. Business homepage

Enter the contact’s business homepage into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.12. Market eBay

Enter contact’s eBay name into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.13. Market Amazon

Enter contact’s Amazon name into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.14. Identification number at Klarna

What’s the contact’s Klarna identification number? Enter the number into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.15. Identification number at DHL

What’s the contact’s DHL customer number? Enter the number into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.16. Payment provider PayPal

Enter the contact’s PayPal email address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.17. Payment provider Klarna

Enter the contact’s Klarna customer number into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.18. Payment

Enter the ID of the available payment method into your CSV file.

This page of the manual lists the IDs of payment methods, payment integrations and payment methods for markets used in PlentyONE. The payment methods are saved in the Setup » Orders » Payment » Payment methods menu.

Default value: No default value

Permitted import values: Numeric (internal ID)

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.19. Private user name

Enter contact’s private user name into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.20. Business user name

Enter contact’s business user name into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.21. Guest account

This option is available for all guest orders and marketplaces, but not for plentyShop LTS guest orders. Decide which type of access should be saved for the contact and enter the corresponding ID into your CSV file.

Default value: 0

Permitted import values in CSV file Result in the back end

0

Regular account

1

Guest account

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.22. Contact person

Enter the name of the contact’s contact person into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.23. Private form of address

Enter the contact’s private form of address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.2.24. Business form of address

Enter the contact’s business form of address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Options.


2.3. Invoice address

2.3.1. Address ID

Enter the invoice address ID into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses.


2.3.2. Name1* (or 2/3)

Required field if you do not import any values for Name2 and Name3.

Enter the company name of the invoice address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.3. Name2* (or 1/3)

Required field if you do not import any values for Name1 and Name3.

Enter the contact’s first name from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.4. Name3* (or 1/2)

Required field if you do not import any values for Name1 and Name2.

Enter the contact’s last name from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.5. Name4

Enter additional information into your CSV file, e.g. “c/o Mr. John Doe.”

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.6. Address1* (or 2/3)

Required field if you do not import any values for Address2 and Address3.

Enter the street from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.7. Address2* (or 1/3)

Required field if you do not import any values for Address1 and Address3.

Enter the house number from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.8. Address3* (or 1/2)

Required field if you do not import any values for Address1 and Address2.

Enter the additional address information from the invoice address into your CSV file. e.g."Apartment 12a".

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.9. Address4

Enter more additional information. You can enter whatever you want.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.10. Postcode

Enter the postcode from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.11. Town

Required field

Enter the town from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.12. Country ID* (or ISO)

Required field if you do not import any value for Country ISO code.

Enter the country ID into your CSV file.

Note: Instead of the country ID, you can enter the ISO code of the country into your CSV file. Important: Either the country ID or the ISO code of the country is a mandatory field - depending on which value you prefer.

This page of the manual lists the internal country IDs used in PlentyONE.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.13. State ID

Enter the ID of the region, county, federal state, canton etc. into your CSV file.

This page of the manual lists the internal IDs used in PlentyONE.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.3.14. Title

Enter the title from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Text


2.3.15. Contact person

Enter the contact person from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Text


2.3.16. Country ISO code* (or ID)

Required field if you do not import any value for Country ID.

Enter the ISO code into your CSV file.

This page of the manual lists the ISO codes used in PlentyONE.

Note: Instead of the ISO code, you can enter the ID of the country into your CSV file. Important: Either the country ISO code or the country ID is a mandatory field - depending on which value you prefer.

Default value: No default value

Permitted import values: Numeric


2.3.17. State ISO code

Enter the ISO code of the region, county, federal state, canton etc. into your CSV file.

This page of the manual lists the internal IDs used in PlentyONE.

Default value: No default value

Permitted import values: Alpha-numeric


2.4. Options saved in the invoice address

2.4.1. VAT number

Enter the VAT number into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.4.2. External address ID

Enter the external address ID into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.4.3. Entry certificate (Gelangensbestätigung)

Do you want to activate the entry certificate in the contact’s address options?

In order to be exempted from paying the value-added tax when sending items in another EU country, sellers have to prove by means of the entry certificate that the items from Germany arrived safely in another participating EU member state.

Default value: 0

Permitted import values in CSV file Result in the back end

0

Entry certificate is not activated in the address options.

1

Entry certificate is activated in the address options.


2.4.4. Telephone

Enter the telephone number from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.4.5. Email

Enter the email address from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric


2.4.6. Post number

The post number is the DHL customer number. Enter the post number into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.4.7. Personal number

Enter the contact’s personal number into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.4.8. BBFC

Enter a value for the age rating into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.4.9. Birthday

Enter the date of birth from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Date in the format yyyy-mm-dd


2.4.10. Title

Enter the title from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Text


2.4.11. Contact person

Enter the contact person from the invoice address into your CSV file.

Default value: No default value

Permitted import values: Text


2.5. Delivery address

2.5.1. Address ID

Enter the delivery address ID into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses.


2.5.2. Name1* (or 2/3)

Required field if you do not import any values for Name2 and Name3.

Enter the company name of the delivery address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.3. Name2* (or 1/3)

Required field if you do not import any values for Name1 and Name3.

Enter the contact’s first name from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.4. Name3* (or 1/2)

Required field if you do not import any values for Name1 and Name2.

Enter the contact’s last name from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.5. Name4

Enter additional information into your CSV file, e.g. “c/o Mr. John Doe.”

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.6. Address1* (or 2/3)

Required field if you do not import any values for Address2 and Address3.

Enter the contact’s street from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.7. Address2* (or 1/3)

Required field if you do not import any values for Address1 and Address3.

Enter the contact’s house number from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.8. Address3* (or 1/2)

Required field if you do not import any values for Address1 and Address2.

Enter the additional address information from the delivery address into your CSV file. e.g."Apartment 12a".

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.9. Address4

Enter more additional address information. You can enter whatever you want.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.10. Postcode

Enter the postcode from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.11. Town

Required field

Enter the town of the delivery address into your CSV file.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.12. Country ID* (or ISO)

Required field if you do not import any value for Country ISO code.

Enter the country ID into your CSV file.

This page of the manual lists the internal country IDs used in PlentyONE.

Note: Instead of the country ID, you can enter the ISO code of the country into your CSV file. Important: Either the country ID or the ISO code of the country is a mandatory field - depending on which value you prefer.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.13. State ID

Enter the ID of the region, county, federal state, canton etc. into your CSV file.

This page of the manual lists the internal IDs used in PlentyONE.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address].


2.5.14. Title

Enter the title from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Text


2.5.15. Contact person

Enter the contact person from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Text


2.5.16. Country ISO code* (or ID)

Required field if you do not import any value for Country ID.

Enter the ISO code into your CSV file.

This page of the manual lists the ISO codes used in PlentyONE.

Note: Instead of the ISO code, you can enter the ID of the country into your CSV file. Important: Either the country ISO code or the country ID is a mandatory field - depending on which value you prefer.

Default value: No default value

Permitted import values: Numeric


2.5.17. State ISO code

Enter the ISO code of the region, county, federal state, canton etc. into your CSV file.

This page of the manual lists the ISO codes used in PlentyONE.

Default value: No default value

Permitted import values: Alpha-numeric


2.6. Options saved in the delivery address

2.6.1. VAT number

Enter the VAT number into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.6.2. External address ID

Enter the external address ID into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.6.3. Entry certificate (Gelangensbestätigung)

Do you want to activate the entry certificate in the contact’s address options?

In order to be exempted from paying the value-added tax when sending items in another EU country, sellers have to prove by means of the entry certificate that the items from Germany arrived safely in another participating EU member state.

Default value: 0

Permitted import values in CSV file Result in the back end

0

Entry certificate is not activated in the address options.

1

Entry certificate is activated in the address options.


2.6.4. Telephone

Enter the telephone number from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.6.5. Email

Enter the email address from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric


2.6.6. Post number

The post number is the DHL customer number. Enter the post number into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.6.7. Personal number

Enter the contact’s personal number into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.6.8. BBFC

Enter a value for the age rating into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.6.9. Date of birth

Enter the date of birth from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Date in the format yyyy-mm-dd


2.6.10. Title

Enter the title from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Text


2.6.11. Contact person

Enter the contact person from the delivery address into your CSV file.

Default value: No default value

Permitted import values: Text


2.7. Company

2.7.1. Company ID

Enter the company’s ID in the CSV file.

Default value: No default value

Permitted import values: Numeric (internal ID)

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Company » [Open company].


2.7.2. Number

Additional number for the company. This number is not assigned automatically. Maximum number of characters: 128. Enter the company’s number into your CSV file.

Default value: No default value

Permitted import values: Numeric


2.7.3. Company name

Required field

Enter the company name into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Company » [Open company].


2.7.4. VAT ID

Enter the company’s VAT ID into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Company » [Open company].

Example: For Germany: DE123456789


2.7.5. Valuta

Enter the company’s valuta into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Company » [Open company].


2.7.6. Discount days

Enter the company’s days for early payment discount into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Company » [Open company].


2.7.7. Discount percentage

Enter the company’s percentage for early payment discount into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Company » [Open company].


2.7.8. Allowed days for payment

Enter the company’s payment due date into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Company » [Open company].


2.7.9. Sales representative ID

Enter the company’s sales representative ID into your CSV file.

Default value: No default value

Permitted import values: Numeric (internal ID)

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Company » [Open company].


2.7.10. Owner ID

Enter the owner ID into your CSV file.

Default value: No default value

Permitted import values: Numeric (internal ID)

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Company » [Open company].


2.7.11. Delivery time

Enter the delivery time in days for the type Supplier into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Companies.


2.7.12. Min. order value

Enter the minimum order value in the system currency for the type Supplier into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Companies.


2.7.13. Supplier currency

Enter the currency’s 3-digit ISO code for the type Supplier into your CSV file.
Note: To ensure that the supplier currency is correctly assigned, you also need to import the company ID.

This page of the manual lists the ISO codes used in PlentyONE.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Companies.

Examples: EUR for Euro, AUD for Australian Dollar.

2.8. Sales representative

2.8.1. Region ID

Enter the region ID into your CSV file.

This page of the manual lists the internal IDs used in PlentyONE.

Default value: No default value

Permitted import values: Numeric (internal ID)


2.8.2. Postcode area

Enter the postcode area within which the sales representative is working into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Sales representative.

Example: 34117-34131 or 34-35


2.8.3. Country ID

Enter the country ID into your CSV file.

This page of the manual lists the internal country IDs used in PlentyONE.

Default value: No default value

Permitted import values: Numeric (internal ID)

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Sales representative.


2.9. Allowed payment methods

2.9.1. Allow debit

Do you want to allow the payment method "Debit" for the contact?

Go to Setup » Orders » Payment » Payment methods to activate the payment method.

Default value: 0

Permitted import values in CSV file Result in the back end

0

Payment method “Debit” is not allowed.

1

Payment method “Debit” is allowed.

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Setting: Debit not allowed.


2.9.2. Allow invoice

Do you want to allow the payment method "Invoice" for the contact?

Go to Setup » Orders » Payment » Payment methods to activate the payment method.

Default value: 0

Permitted import values in CSV file Result in the back end

0

Payment method “Invoice” is not allowed.

1

Payment method “Invoice” is allowed.

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Contact details » Setting: Invoice not allowed.


2.10. Properties

2.10.1. Property ID

Required field if a certain property should be updated.

Enter the property ID that you want to edit into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Properties.


2.10.2. Property type

Enter the property type into your CSV file.

Default value: No default value

Permitted import values in CSV file Result in the back end

none

None

int

Whole number

float

Decimal number

selection

Selection

multiSelection

Multi selection

shortText

Short text

text

Text

date

Date

file

File

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Properties.


2.10.3. Property value

Enter the property value into your CSV file.

Default value: No default value

Permitted import values: Alpha-numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Properties.

Example: If you selected the property type date and imported a corresponding date as value, this date will be shown in the contact data record.


2.10.4. Contact ID

Required field if you want to update a property that is assigned to a certain contact.

Enter the contact ID that is linked with the property into your CSV file.

Default value: No default value

Permitted import values: Numeric

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Properties.


2.10.5. Language

Enter the language abbreviation, e.g. de or fr into your CSV file when the property should be added in other languages than the system language.

The language has to be activated in the Setup » Settings » Properties » Configuration menu. This page of the manual lists the language abbreviations used in PlentyONE.

Default value: No default value

Permitted import values: Text

You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Properties.


2.10.6. Delete (yes/no)

Do you want to delete the property?

Default value: 0

Permitted import values in CSV file Result in the back end

0

Property is not deleted.

1

Property is deleted.