Preparing Your Contact Import Template Sheet

• Division: Enter the company Division name. You can add multiple divisions by separating them with commas (e.g., hoffice, corpteaser). Ensure that the divisions you enter already exist in H-Office.
• Title: Enter the titles of the Contact. If left blank, it will consider the default prefix from the system.Default options include M/S, Mr., Mrs., Miss, Ms., Dr., Prof., CA., Ar., ID, Er., Dr., Prof., Shri, Smt.
• Name: Provide the full name of the contact in the ” Name Surname” format.
• Alias names: Enter alias names for the contact, separated by commas.
• Type Of Contact: Specify the type of contact, which can be Customer, Vendor, Both, or Other. Note that the type of contact is case-insensitive but should be spelled correctly.
• Default price list: Write the default price name based on the price list master (e.g., Bulk Buyer Price).
• Email Address: Enter the single email address of the contact (e.g.,email@domain.com).
• Mobile Number: Provide a single mobile number of 10-digits without adding a +county code to the field (e.g., 9327058088). It will be fetched automatically from the country column value.
• Mobile Number1: Add an additional mobile number to this field, same as above.
• Office Phone: Enter a single office phone number to this field by adding an STD code(e.g.,07926862513), No need to add country code (ISD code) to this field, It will be fetched automatically from the country column value.
• Office Phone1: Add an additional office phone number to this field, same as above.
• Type Of Address: Specify the type of address, such as Office Address, Factory Address, or Godown Address.
• Address 1: Enter the address line 1 of the first address (e.g., 5, Vasupujya Bungalows).
• Address 2: Provide the address line 2 of the first address (e.g., Opp. Fun Republic Cinema, Nr. JainDerasar).
• Area: Mention the area of the address (e.g., Satellite).
• District: Specify the district of the address (e.g., Ahmedabad).
• City: Indicate the city of the address (e.g., Ahmedabad).
• State: Enter the state of the address. Ensure that the state name is in capital letters (e.g.,GUJARAT).
• Country: Provide the country name of the address (e.g., India).
• Zip / Pin Code: Enter the zip code of the address (e.g., 380015).
• Industry: Enter the single industry of the contact (e.g., Finance).
• Reference: Specify the contact reference, indicating how you know the contact (e.g., name of the contact reference, like Ronny).
• Annual Revenue: Enter the annual revenue of the contact in numeric format without adding spaces or commas(e.g., 900000).
• Privacy: If it’s a public contact, leave this field blank. If it’s private, enter the employee codes of those employees separated by commas to whom it should be visible (e.g., E01, E02). If you enter the wrong employee code, it will only consider the correct code. If all codes are incorrect, it will be considered public.
• Category: Enter a single category name or multiple categories separated by commas (e.g.,Insurance, Mutual Funds).
• Designation: Specify the designation of the contact (e.g., Manager, Designer, etc.).
• Relation: This field is getting used to map associated contact and it Indicate the relation type with the contact associated contact(e.g., Employer, Company, etc.).
• Relation To: Specify the contact with whom the relationship to be mapped with(e.g., M/S HorusTech Solutions Pvt Ltd).
• Other Number: Enter an additional phone number here (e.g., 7926862513).
• Website: Enter the website address of the contact (e.g.,www.hofficecrm.com, www.corpteaser.com).
• Skype ID: Specify a single Skype ID (e.g., support.horus).
• PAN Number: Enter the PAN number of the contact (e.g., APN12345509).
• VAT Number: Include the VAT number of the contact, especially if the contact type is a company(e.g., VAT123456789).
• CST Number: Include the CST number of the contact, especially if the contact type is a company(e.g., CST987654321).
• ST Number: Include the ST number of the contact, especially if the contact type is a company (e.g.,ST555555555).
• GST Number: Include the GST number of the contact, especially if the contact type is a company(e.g., GSTIN12345ABCD).
• Adhar Number: Include the Adhar Card Number number of the contact (e.g., 1234 5678 9012).
• TAN Number: Include the TAN number of the contact, especially if the contact type is a company(e.g., TAN12345A).
• Date Of Birth: Enter the date of birth of the contact in the format YYYY-MM-DD (e.g., 1980-09-25).
• Anniversary Date: If applicable, enter the anniversary date of the contact (e.g., 2005-07-20).
• Class Name: The “Class Name” field is used to assign a specific discount structure or pricing class to a contact. When you enter a class name here, it determines the discount or pricing rules that will be applied to this contact. For example, you can have different classes like “Gold,” “Silver,” or “Bronze,”each with its own pricing or discount structure.
• Class Code: The “Class Code” field is used in conjunction with the “Class Name” to further define and identify the specific class for the contact.
• GST Register Type: Specify the GST registration type as 1 (Regular), 2 (Consumer), 3(Composition), or 4 (Unregistered).
• GST Member Type: Indicate the GST member type as D (Deemed export), G (Government entity), orS (SEZ).
• Gender: Assign 1 for Male or 2 for Female.
• Date Of Death: If applicable, enter the date of death of the contact in YYYY-MM-DD format (e.g.,1980-09-25).
• Transporter ID: Provide the Transporter ID if relevant.
• Business Contact Type: Specify 1 for Partner or 2 for End User.
• Currency: Specify the currency by their three-letter acronym or abbreviation. The two letters at the start refer to the name of the country and the third is the currency. E.g. AUD is the Australian Dollar.
• Social Media Links: You can provide links to the contact’s social media profiles such as Facebook,LinkedIn, Instagram, YouTube & Twitter.
• Remarks: Add any additional remarks or notes about the contact.