CRM import template

Overview

You can import new contacts into Cin7 Omni in bulk. You will need to download the CRM import template and then add the new contacts to this spreadsheet before importing into Cin7 Omni.

Cash Customer and Cash Supplier can not be imported.

Download the template

Download the CRM import template

Edit the spreadsheet

You will need to:

Delete any help or placeholder text that appears beneath the first row (the header row).
Enter Company, First Name, and Contact Type (customer or supplier) for each contact. These fields are required for a contact to be created in the CRM.
After you enter any other information, hide all the unused rows and save the file as a .CSV.

Once you have finished editing your spreadsheet, you can import your new contacts.

Spreadsheet fields

Column name	Explanation
Company	Add the company name of the contact. Required field (if First Name is not used)
First Name	Add the first name of the contact. Required field (if Company Name is not used).
Last Name	Add the last name of the contact.
Job Title	Add the job title of the contact.
Contact Type	Add the category of the contact. The contact can be a "Customer", "Supplier", or "Branch". Required field
Primary Company	Add the name of the primary company of the contact. A primary company will list the contact as a secondary contact for the company listed against the record.
Pricing Option	Add the pricing categories, "Wholesale", "Retail", or "VIP" based on the pricing option of the contact.
Payment Terms	Add the payment term of the contact. For example, "30th of Following Month".
Alternative GL	Add the alternative general ledger account of the contact. For example, "Wholesale Revenue".
Tax Status	Add the tax status (Tax Rate) of the contact. For example, "Exempt". Tax status (Tax Rate) only becomes applicable if the contact uses an alternative tax rate.
Tax Number	Add the company/contact's tax number.
Group	Add the category in which customers are grouped together. Groups and sub-groups help while generating reports.
Sub Group	Add the sub-category which customers are grouped into. Groups and sub-groups help while generating reports.
Mobile	Add the mobile number of the contact.
Phone	Add the contact's phone number.
Fax	Add the fax number of the contact/company.
Website	Add the contact's website address.
Email	Add the email address of the contact/company.
Password	Add the contact's Legacy B2B password.
Assigned Product Codes	Add the assigned product codes for this customer for Legacy B2B.
Delivery Address 1	Add the customer/suppliers address. For customers, this is where you deliver the goods. For suppliers, this is their physical address. For branches, the physical address of the branch.
Delivery Address 2	Add more details about the customer/suppliers address. For customers, this is where you deliver the goods. For suppliers, this is their physical address. For branches, the physical address of the branch.
Delivery Postal Code	Add the zip code of the contact's address.
Delivery City	Add the delivery city of the contact.
Delivery State	Add the delivery state of the contact.
Delivery Country	Add the delivery country of the contact.
Billing Address 1	Add the customer/supplier billing address.
Billing Address 2	Add more details about the customer/supplier billing address.
Billing Postal Code	Add the zip code of the contact's billing address.
Billing City	Add the billing city of the contact.
Billing State	Add the billing state of the contact.
Billing Country	Add the billing country of the contact.
Billing Company	Add the billing company of the contact.
Stage	Add the assigned stage of the contact.
Quick Notes	Add any small notes.
Notes	Add any notes.
Billing First Name	Add the first name of the contact's alternative account. This is applicable when the contact has an alternative account.
Billing Last Name	Add the last name of the contact's alternative account. This is applicable when the contact has an alternative account.
Billing Phone	Add the phone number of the contact's alternative account. This is applicable when the contact has an alternative account.
Billing Email	Add the billing email of the contact's alternative account. This is applicable when the contact has an alternative account.
Legal Name	Add the contact's legal name. This is applicable when the contact as a separate legal name.

CRM import template

Overview

Download the template

Edit the spreadsheet

Spreadsheet fields

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