Import Contacts

You can import your Contact records (Customers and Suppliers) into Saasu. We support Comma-separated value files (CSV) and MYOB formats.

Download the sample CSV

Importing your Contacts

  1. Go to View > Import or Export > Contacts.
  2. Select the software you are coming from and then click Choose File to browse for the file you wish to upload.
  3. Click the Import button.

Importing Contacts tips

  • A header record must always be present in the first row.
  • A First Name, Last Name or Organisation is required.
  • When you select to import a particular format from another software provider then you should leave the format untouched.
  • Optional headers can be omitted from the CSV file when importing using the Saasu standard format
  • The ordering of the columns does not really matter. However, we encourage you to stick with default column ordering.
  • Line breaks in fields should be specified using a ‘|’ (pipe) character.
  • Sometimes CSV files have a TXT extension when exported from other software products. These can be accepted in most cases.

Import Behavior

Saasu can skip or overwrite contacts on import. See contact import de-duplication handling for more information.

Once you click the Import button, Saasu will attempt to import ALL records to your File directly if the required headers for each format are provided. It will create new records where ‘Skip’ is selected, or ‘Overwrite’ existing records.

You cannot undo this once they are imported to your file without deleting these contacts 50 entries at a time. Always ensure you are importing the right records.

Contact de-duplication on importing

When importing a CSV of contacts into Saasu we de-duplicate contacts. The reason for this is otherwise every time you imported a CSV with contacts we would create new contacts, even if you were wanting to update existing contacts or for other reasons and you would end up with multiples of the same contact.

If a contact in your Saasu file already has a:

  1. Contact ID OR;
  2. First Name & Last Name & Email OR;
  3. First Name & Last Name & Organisation

…keep this data in the spreadsheet to ensure de-duplication can occur, based on two methods. We will either ‘Skip’ importing that contact or ‘Overwrite’ that contact based on your selection:

  • Skip – if we find any matches on the above criteria we will skip importing that contact.
  • Overwrite – if we find any matches on the above criteria we will import the contact and overwrite the existing contact with any details in the import.

Note: this will remove any details for a field if the import has a blank field!

Format for CSV file

Header Required Data rules and notes
Salutation Mr. Mrs. Ms. Dr. Prof.
First Name Y Text
Middle Initials Text
Last Name Y Text
Organisation Y Text
Organisation ABN Numbers
Company Email e.g. test@saasu.com
Organisation Website URL (website address)
Position Text
Email e.g. test@saasu.com
Twitter ID Alpha-numeric text
Skype ID Alpha-numeric text
Website URL (website address)
Main Phone Numbers (no letters)
Home Phone Numbers (no letters)
Mobile Phone Numbers (no letters)
Other Phone Numbers (no letters)
Fax Numbers (no letters)
Contact ID Alpha-numeric text
Street Alpha-numeric text
City Alpha text
State Alpha text
Post Code Alpha-numeric text
Country As available in drop down field
Other Street Alpha-numeric text
Other City Alpha text
Other State Alpha text
Other Post Code Alpha-numeric text
Other Country As available in drop down field
Accept Direct Deposit TRUE or FALSE
Direct Deposit Account Name Alpha-numeric text
Direct Deposit BSB Numbers
Direct Deposit Account Number Numbers
Accept Cheque TRUE or FALSE
Cheque Payable To Alpha-numeric text
Is Active Yes, No – if no data exist the contact will be set to active
Tags Alpha-numeric text with comma’s separating Tags
Custom Field 1 Alpha-numeric text
Custom Field 2 Alpha-numeric text
Send Automatic Statements TRUE or FALSE
Is Partner TRUE or FALSE
Is Customer TRUE or FALSE
Is Supplier TRUE or FALSE
Is Contractor TRUE or FALSE
LinkedIn Public Profile URL (website address)
Sale Trading Terms Type Due In, Cash on Delivery, End of Month +
Sale Trading Terms Interval a number e.g. 1 (for 1 week) or 30 (for 30 days)
Sale Trading Terms Interval Type Day(s), Week(s), Month(s)
Purchase Trading Terms Type Due In, Cash on Delivery, End of Month +
Purchase Trading Terms Interval a number e.g. 1 (for 1 week) or 30 (for 30 days)
Purchase Trading Terms Interval Type Day(s), Week(s), Month(s)
Default Sale Discount Numbers (no letters) e.g. 3 would equal 3%
Default Purchase Discount Numbers (no letters) e.g. 3 would equal 3%