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.
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. 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. |
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.
|
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:
-
In your CSV file: Enter a valid import value into a column.
-
In PlentyONE: Assign this column to the appropriate mapping field.
-
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 |
|
Customer |
|
Interested party |
|
Sales representative |
|
Supplier |
|
Hersteller |
|
Partner |
|
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 |
The drop-down list Form of address in the contact data record is empty. |
|
The drop-down list Form of address in the contact data record shows Ms.. |
|
The drop-down list Form of address in the contact data record shows Mr.. |
|
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 |
---|---|
|
not blocked |
|
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 |
---|---|
|
5 grey stars. No rating saved for the contact. |
|
5 yellow stars (best possible rating) |
|
4 yellow stars |
|
3 yellow stars |
|
2 yellow stars |
|
1 yellow star |
|
1 red star |
|
2 red stars |
|
3 red stars |
|
4 red stars |
|
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.
2.2. 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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
2.4.2. External address ID
Enter the external 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 » [Open address] » Area: Address options.
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 |
---|---|
|
Entry certificate is not activated in the address options. |
|
Entry certificate is activated in the address options. |
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: 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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
2.4.7. Personal number
Enter the contact’s personal 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: Addresses » [Open address] » Area: Address options.
2.4.8. BBFC
Enter a value for the age rating 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] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
2.4.10. Title
Enter the title 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] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
2.6.2. External address ID
Enter the external 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 » [Open address] » Area: Address options.
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 |
---|---|
|
Entry certificate is not activated in the address options. |
|
Entry certificate is activated in the address options. |
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: 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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
2.6.7. Personal number
Enter the contact’s personal 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: Addresses » [Open address] » Area: Address options.
2.6.8. BBFC
Enter a value for the age rating 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] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
2.6.10. Title
Enter the title 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] » Area: Address options.
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
You can find the result of the import in the back end menu CRM » Contacts » [Open contact] » Area: Addresses » [Open address] » Area: Address options.
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 |
---|---|
|
Payment method “Debit” is not allowed. |
|
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 |
---|---|
|
Payment method “Invoice” is not allowed. |
|
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.