Import contact persons in sales contacts

You can also import contact persons to a sales contact. To do so, select the Add contacts check box when importing sales contacts. You can then choose what you want Profit to check for, to prevent one person from being added to the database several times. For example, you can have Profit check for Person-ID or social security number ('BSN'). You can also select the Generate new (contact) person if not found check box.

To import contact persons in sales contacts:

  1. Go to: Order Management / Management / Import verkoop / Sales contact/organisation. 
  2. Select the import action, for instance, Import through a new to be created definition.
  3. Click on: Next.

    You are now in the window with options for this specific import.

  4. Copy the following data:

    Sales_Contact

  5. Complete the import wizard.

Directly to

  1. Add or supplement a sales contact/debtor
  2. Add a sales contact
  3. Add a bank account number
  4. Add an IBAN number to a debtor
  5. Block a bank account number of a debtor
  6. Add a sending method
  7. Convert an organisation/person to a debtor
  8. Add a contact
  9. Import contacts for sales contacts
  10. Add a delivery address