Importing companies, contact persons and individual contacts

In CAS genesisWorld there are three types of addresses: companies and associated contact persons and individual contacts.

If your addresses contain both companies and contact persons, see which one of these two procedures is best for you.

First option

• Create a CSV file that only contains your company addresses.
• Import these addresses into CAS genesisWorld as company addresses
• Import all the other addresses as individual contacts in a separate CSV file.

Individual contacts can easily be transformed into contact persons associated with a company. This is done by transforming address types. in the Desktop Client.

Second option

If you want to import a large number of addresses, you can also assign the contact persons and companies in the CSV file.

• Add the following fields to the CSV file: gwiscompany, gwiscontact and Key.
• For the addresses that you want to import as companies, set gwiscontact to 0 and gwiscompany to 1.
• For the addresses you want to import as contact persons, set gwiscontact to 1 and gwiscompany to 0.
• Assign the same value in the Key field for all contact persons of a company and for the actual company itself.
• In the Assign columns to, do not assign any values to the fields gwiscontact, gwiscompany and Key.