Client Import Headers
This article provides a list of headers for the "Client" import in company setup.
For Assistance with making an importable file please see: How do I create a .CSV file for import?
Required Headers
| Header Name | Description |
Example |
| First_Name | First Name | John |
| Last_Name | Last Name | Intruity |
| Employee_ID | The User's ID (the person who's client this is) as shown in OneLink | 2005 |
| Lead_Source_ID | Lead Source ID as shown in OneLink | 5 |
| Business_Phone or Home_Phone or Mobile_Phone or |
Either the business phone number or Customer’s home/ mobile number or Customer’s email | 555555555 or example@email.com |
- Customer_ID (This header is used to update existing clients)
- Attachments
- Book_Roll_From_Employee_ID
- Book_Roll_ID
- Business_Address1
- Business_Address2
- Business_City
- Business_Phone
- Business_State
- Business_Zip
- Company
- Create_Date
- Created_By_Employee_ID
- Custom_Text_1
- Custom_Text_10
- Custom_Text_2
- Custom_Text_3
- Custom_Text_4
- Custom_Text_5
- Custom_Text_6
- Custom_Text_7
- Custom_Text_8
- Custom_Text_9
- Customer_Status_Change_Datetime
- Customer_Status_ID
- Do_Not_Email
- DOB
- Email_Unsubscribe_Datetime
- External_ID
- Fax
- Home_Address1
- Home_Address2
- Home_City
- Home_Phone
- Home_State
- Home_Zip
- Job_Title
- Last_Updated
- Lead_ID
- Mailing_Address1
- Mailing_Address2
- Mailing_City
- Mailing_State
- Mailing_Zip
- Middle_Name
- Mobile_Phone
- Nickname
- Notes
- Original_Employee_ID
- Same_As_Home_Address
- Stripe_Identifier
- Timestamp
- Web_Page