Import companies and contacts from an Excel file
Related information
Related topics
- Optionally, create tax codes in Settings (
) > Company Settings > Taxation , which you can then reference for each company in the spreadsheet under the DefaultTaxCode column. - Optionally, create the payment terms in Settings () > Company Settings > Payment Terms, which you can then reference for each company in the spreadsheet under the DefaultPaymentTerms column.
Prepare an Excel file for import
- Open a blank Microsoft Excel spreadsheet or download the sample file.
- Label the first row with the column names shown in the table below.
Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.
Make sure that the sheet is labeled as Sheet1.
-
Enter your data starting from the second row.
- Save the file in Excel 97-2003 format (*.xls).
- Close the file to enable Sage Construction Management to import the data.
Import the file
- Go to Contact Management.
- In the Stats section, select the total record count select the total record count in the Active column for companies.
- Select Actions > Import From Excel.
-
Select Choose File and find the file on your local drive.
The data will be imported automatically.
Microsoft Excel import samples
- Sample file that includes company details and minimum contact information
- Sample file that includes contact details only
You can also use this template to import employees. Make sure the company reference matches the account name (your firm) in Sage Construction Management.
- Sample file that includes the company name and classification information
Make sure to update the classification system's column header in the file to match your company’s classification system name.
Company fields
| Column name / First row | Required (*) | Field type | Comments |
|---|---|---|---|
| CompanyCode | Text | Must be 25 characters or fewer. | |
| Company | * | Text | |
| ShipAddress1 | Text | The ShipState must be 15 characters or fewer. | |
| ShipAddress2 | Text | ||
| ShipCity | Text | ||
| ShipState | Text | ||
| ShipPostalCode | Text | ||
| ShipCountry | Text | ||
| BillAddress1 | Text | The BillState must be 15 characters or fewer. | |
| BillAddress2 | Text | ||
| BillCity | Text | ||
| BillState | Text | ||
| BillPostalCode | Text | ||
| BillCountry | Text | ||
| Phone | Text | ||
| Phone2 | Text | ||
| Fax | Text | ||
| Website | Text | ||
| DefaultPaymentTerms | Text | The payment terms and tax codes must already exist in Sage Construction Management before importing the file. | |
| DefaultTaxCode | Text | ||
| GovId | Text | In the United States, this refers to the Federal Tax ID. | |
| Notes | Text | There is no maximum character limit. | |
| IsBidder | Yes/No | This field accepts only Yes or No values. Vendors that regularly receive invitation to bid or request for pricing package emails must be marked Yes. | |
| Classification system type and Division, Major, Minor, Subminor | Text |
The column header must be the classification system type followed by one of the following values:
For example:
You can reference multiple classification structures in the spreadsheet. If you include a Major code, you must also include the corresponding Division column. The same rule applies to Minor and Subminor codes. |
Contact fields
| Column name / First row | Required (*) | Field type | Comments |
|---|---|---|---|
| Salutation | Text | Prefix options: Mr., Mrs., Ms. | |
| FirstName | Text | If you include a contact name, the FirstName and LastName fields are required. The MiddleName field is optional. | |
| MiddleName | Text | ||
| LastName | Text | ||
| Suffix | Text | ||
| ContactDisplayName | Text | If left blank, Sage Construction Management sets this field to the FirstName LastName. For example, John Doe. | |
| Title | Text | ||
| BusinessAddress1 | Text |
A contact’s business address might differ from the company’s shipping or billing address. If the business address fields are not included in the spreadsheet or contain no data, the system uses the company’s shipping address as the contact’s business address. The BusinessState must be 15 characters or fewer. |
|
| BusinessAddress2 | Text | ||
| BusinessCity | Text | ||
| BusinessState | Text | ||
| BusinessPostalCode | Text | ||
| BusinessCountry | Text | ||
| HomeAddress1 | Text | ||
| HomeAddress2 | Text | ||
| HomeCity | Text | ||
| HomeState | Text | ||
| HomePostalCode | Text | ||
| HomeCountry | Text | ||
| OtherAddress1 | Text | ||
| OtherAddress2 | Text | ||
| OtherCity | Text | ||
| OtherState | Text | ||
| OtherPostalCode | Text | ||
| OtherCountry | Text | ||
| BusinessPhone | Text | ||
| BusinessFax | Text | ||
| HomePhone | Text | ||
| HomeFax | Text | ||
| OtherPhone | Text | ||
| OtherFax | Text | ||
| MobilePhone | Text | ||
| EmailAddress | Text |
Employee fields
The fields listed below are applicable when importing internal employee information and should not be included in the spreadsheet for client and vendor contacts.
| Column name / First row | Required (*) | Field type | Comments |
|---|---|---|---|
| EmployeeId | Text | ||
| HireDate | Date |
|
|
| Department | Text |