Contacts import file: assign Company field to Contact person field in Yuki

The import file contains company data as well as contact person details. How can you link a company to a contact person during the import?

You have to import the import file in two steps:

1. First import the company data.
   Assign the company name to the 'Name' field. Then assign the rest of the company data to the corresponding target fields. Change the data of the contact person to 'Don't import'.
2. Import the contact person via the 'First name ' and/or 'Initials' field because then Yuki will create a contact card of the 'Person' type. Then you assign the company name to the 'Company' target field.

Company

In Yuki the contact card of a company has two tabs, the Company tab and the Extra tab.

Company tab

Below are the fields on the Company tab in bold with the names used in the import process behind them::

• Company name - Name
• Description - Cannot be imported
• Key contact person - Cannot be imported
• Address line 1 - Address 1
• Address line 2 - Address 2
• PC - Postal code
• City - City
• Country - Don't import
• Postal address line 1 - Postal address 1
• Postal address line 2 - Postal address 2
• PC - Postal code postal address
• City - City postal address
• Phone - Phone (private)
• Fax - Fax (private)
• Email address - Email (work)
• Website - Website
• Logo - Cannot be imported
• Notes - Notes.

Extra tab

Below are the fields on the Extra tab in bold with the names used in the import process behind them::

• Contact code- Contact code
• VAT number - VAT number
• CoC number - Chamber of Commerce number
  
  
• Tags, File/Project et cetera - Cannot be imported
• Heading - Heading.

Extra fields

• Email address private - Email (work)
• Bank account - Bank account.

Person

In Yuki the contact card of a person has three tabs, the Person tab, the Extra tab and the Financial tab.

Person tab

Below are the fields on the Person tab in bold with the names used in the import process behind them::

• Name - Name (when you fill in the 'Last name', 'Infix' and/or 'First name' field then Yuki will fill this in the 'Name' field on the  contact card)
• Company - Company (when the company is not yet created in Yuki it will be created when this field is imported) 
• Job title - Job title
• Street line 1 - Address 1
• Street line 2 - Address 2
• PC - Postal code
• City - City
• Country - Don't import
• Mobile - Mobile phone
• Phone - Phone (private)
• Fax - Fax (private)
• Email address (Work) - Email (work)
• Email address (private) - Email (work)
• Website - website
• Photo - Cannot be imported
• Business card - Cannot be imported
• Notes - Notes.

Extra tab

Below are the fields on the Extra tab in bold with the names used in the import process behind them::

• Postal address line 1 - Postadres 1
• Postal address line 2 - Postadres 2
• PC> - Postal code postal address
• City - City postal address
• Extra address line 1 - Address (work) 1
• Extra address line 2 - Address (work) 2
• PC - Postal code (work)
• City - City (work)
• Country - Don't import
• Phone - Phone (work)
• Mobile- ???????????????
• Fax - Fax (work)
  
  
• Tags, File/Project et cetera - Cannot be imported
  
  
• First name - First name
• Infixes - Infixes
• Last name - Last name
• Initials - Initials
• Heading - Heading
• Label - Don't import
• Nickname - Don't import
• Gender - Don't import
• Date of birth - Birthday.

Financial tab

Below are the fields on the Financial tab in bold with the names used in the import process behind them:

• Contact code- Contact code
• VAT number - VAT number
• CoC number - Chamber of Commerce number.

Extra fields

• Bank account - Bank account.

TIP!

One of the following fields 'Name', 'First name', Infixes' or 'Last name' must be assigned in order to be able to create a contact card of a person.