Import Requirements: Contacts – Ordway Support Portal

View our Walkthrough article for Contacts.

Use the Contact Import option when adding/editing only Contacts. Use the Customers Import option when importing Customers & Contacts.

Key

X indicates a required field.

* indicates the field may be required based on settings and/or additional selections.

Contacts

Refer to the following table showing all available fields along with required fields when importing Contacts.

Best Practice

Be consistent when including geographical information. Example: If a Customer has a shipping address that lists NYC as the city, but the Tax lists New York City; these two entries do not match and will result in incorrect tax application. It's best to establish a best practice within your organization on how to identify geographical locations including city, state, and corresponding billing data that can be labeled multiple ways. This ensures that all functions within Ordway run smoothly.

Fields	Create	Update	Notes
ID		X
First Name
Last Name
Customer ID	X
Display Name	*		*If not specified, defaults to <first_name> <last_name> or <company_name>.
Email
Phone
Mobile
Job Title
Department
Notes
Address 1
Address 2
City
State
Zip
County
Country