Data Exchange Contacts Reference

Use this reference when preparing a Contacts import in Settings → Data Exchange.

Required Columns

• contact_type
• is_client
• is_supplier
• is_venue_contact

Conditional requirements: - venue_id is required when is_venue_contact is true - first_name and last_name are required for venue contacts

Optional Columns

All other columns in the Contacts template are optional, including: - id - first_name - last_name - company_name - email - phone - mobile - organization_id - address fields - client profile fields - supplier profile fields - venue contact profile fields

Accepted Values

• contact_type: person or organization
• boolean columns such as is_client: true, false, yes, no, 1, 0
• numeric ID columns such as id, organization_id, venue_id: integer values

Relationship Rules

• organization_id must match an existing contact display ID in the same tenant
• venue_id must match an existing venue display ID in the same tenant

Example CSV Row

id,contact_type,first_name,last_name,company_name,email,phone,is_client,is_supplier,is_venue_contact,venue_id
101,person,Sam,Jones,,sam@example.com,01234567890,false,false,false,