Procedure to import suppliers and contacts

To import your suppliers and contacts into Octopus, send us your data in Excel format.

Send the Excel file to the following email address support@octopus-itsm.com.

Specifications

· The first line must contain the name of the attributes to be imported.

· The name of the attribute must be exact.

· The only mandatory attribute is the one called “Name”.

· In a “Contacts” list, if you specify a company that is not contained in the list of suppliers, that supplier will automatically be created.

List of attributes

Here is the list of attributes you can import for the creation of suppliers:

Attribute	Value
Name	Text (500)
Address	Text (125)
City	Text (125)
Province	Text (125)
PostalCode	Text (10)
Country	Text (115)
Phone	Numerical (50)
Fax	Numerical (50)
Pager	Numerical (50)
WebSite	Text (250)
Email	Text (50)
Note	Text (5000)

Here is the list of attributes you can import for the creation of contacts:

Attribute	Value
Company	Text (125)
FirstName	Text (100)
LastName	Text (100)
Title	Text (100)
Email	Text (50)
OfficePhone	Numerical (50)
OfficePhoneExtension	Numerical (6)
CellPhone	Numerical (50)
Pager	Numerical (50)
Fax	Numerical (50)
Address	Text (125)
City	Text (125)
Province	Text (125)
PostalCode	Text (10)
Country	Text (115)
Note	Text (5000)

If there are attributes you would like to import but which do not appear in the above lists, please contact us so that we may add them for your convenience.

Location: Index > Supplier and contact management module