The article contains all the available fields for mapping your CSV file when importing contacts and "Person" or "Company". The mapping file must be saved as a Comma delimited (.csv) file to access it from the Browse window. Required fields are noted with an asterisk in Neos.
All contacts in your CSV file must be either people (Person) or companies (Company), per your Contact Type selection in step 2 of Importing Contacts.
NOTE: Each field can only be mapped once in the Map and Validate section.
Person Contact Mapping
AKA First
AKA Last
Account
Address Line #1
Address Line #2
Alternate ID
Bar Number
City
Contact
Country
County
D.O.B
Date of Death
Deceased
Email
Extension
Federal ID
First Name
Gender
Last Name
Middle Name
Number
Prefix
SSN
Salutation
State
Suffix
Zip Code
Company Contact Mapping
AKA Company Name
Account
Address Line #1
Address Line #2
Alternate ID
Bar Number
City
Company Name
Contact
Country
County
Email
Extension
Federal ID
Number
Salutation
State
Zip Code