Import Contacts

Contacts CSV Example

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z AA
Name Entity Type (Company/Person) Is Customer? (Y/N) Is Supplier? (Y/N) Company Type (if company) Position (if person) Phone Email Suite # Address City Province Postal Code Country Notes Sub Contact Name 1 Sub Contact 1 Phone Sub Contact 1 Email Sub Contact 1 Position Sub Contact 2 Name Sub Contact 2 Phone Sub Contact 2 Email Sub Contact 2 Position Sub Contact 3 Name Sub Contact 3 Phone Sub Contact 3 Email Sub Contact 3 Position
Bob Jones Person President 519-222-3333 bob@widgetsrus.com 123 Factory St London ON L9G 3Y1 Canada Bruce Willis 905-312-2392 bwillis@gmail.com Supervisor Phil Kessel
Widgets R Us Ltd. Company Y Manufacturer 519-333-4444 sales@widgetsrus.com 123 Factory St London ON L9G 3Y1 Canada
Pipe Supplies Inc. Company Y Pipe Distributor 705-111-6666 info@pipesupplies.com 567 Makit Ave Hamilton ON G7S 1Y1 Canada Joe Smith jsmith@hotmail.com John Lockington
  • Name
  • Entity Type (Company/Person)
  • Is Customer? (Y/N)
  • Is Supplier? (Y/N)
  • Company Type (if company)
  • Position (if person)
  • Phone
  • Email
  • Suite #
  • Address
  • City
  • Province
  • Postal Code
  • Country
  • Notes
  • Sub Contact Name 1
  • Sub Contact 1 Phone
  • Sub Contact 1 Email
  • Sub Contact 1 Position
  • Sub Contact 2 Name
  • Sub Contact 2 Phone
  • Sub Contact 2 Email
  • Sub Contact 2 Position
  • Sub Contact 3 Name
  • Sub Contact 3 Phone
  • Sub Contact 3 Email
  • Sub Contact 3 Position
Tradetraks Field CSV Field
name Name
is_company Entity Type (Company/Person)
is_customer Is Customer? (Y/N)
is_supplier Is Supplier? (Y/N)
company_type Company Type
position Position (if person)
phone Phone
email Email
suite Suite #
address Address
city City
province Province
postal_code Postal Code
country Country
notes Notes

Upload the CSV File

Import Contact Locations

Contact Locations CSV Example

A B C D E F G H I
Location Name Phone Email Suite Address City Province Country Postal Code
Head Office 111-222-3333 headoffice@thecompany.com 123 Work Street London ON Canada N6G1G6
Regional Office 222-333-4444 regionaloffice@thecompany.com 456 Riverside Street Ottawa ON Canada N6T4H2

Upload the CSV File