• Importing data to set up your file
  • Import overview
  • Time fields required for import components
  • Time file setup prior to import
  • Rules for importing clients and groups
  • Rules for importing contacts
  • About importing ASCII files
  • About Record Layout Files
  • Import Wizard Overview

Rules for importing Contacts

There are two types of contacts in Time: contact people and contact companies. When importing contacts into Time, the following rules and restrictions apply:

• Each record in the file must contain a contact person:

  • Records that only contain contact companies are not imported.
  • Records that only contain contact people are imported. These contact people are not associated with a contact company.
  • Records that contain both contact people and contact companies are imported. The contact person is created with an association to the contact company.

• Each contact person record requires, at minimum, a Contact Last Name.

  • Each contact person record that contains a contact company requires, at minimum, a Company Name as well.

Also, ensure to note:

• Only contact people can be assigned to clients. Contact companies cannot be assigned to clients.
• Contact people can be associated to only one contact company.
• Contact companies can have multiple contact people associations.

Related Topics

• Import Wizard Overview
• Import Overview
• Rules for importing Clients and Groups