Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

When you just start using the application, after you have done the initial setup of your administration, you will probably start entering all your Contacts. This simply concerns all companies or people with whom you do business, so customers, suppliers, etc.

Now you can of course choose to enter these manually one by one, but if you have many Contacts to enter, this can be very time-consuming.

Yoursminc allows you to enter large amounts of Contacts at once by using the 'Import Contacts' function. To do this, select Contacts - Contacts - Import Contacts from the menu

This function assumes that you have prepared a so-called 'Comma separated' file (also called CSV) containing all your Contact details. You can create a CSV in various ways, for example by using a spreadsheet program such as 'Microsoft Excel', but you can also do this from Google Apps.

If we were to look at such a CSV file, you might see the following, for example:

COMPANY, CONTACT, ADDRESS, CITY, ZIP, COUNTRY, EMAIL,PHONE
Tak van Gils Bandenservice,Ton van Gils,Rederijweg 59,Oosterhout,4906 CX,NL,tak@tvangilsbanden.nl,0162-470133
Tak van Gils Bandenservice,Simon van der Laan,Rederijweg 59,Oosterhout,4906 CX,NL,info@tvangilsbanden.nl,0162-470133
All About Wine,,Koopvaardijweg 13,Oosterhout,4906 CV ,NL,info@allaboutwine.nl,0162-461002
DX Packaging,Adrie van der Voort,Distributieweg 44,Oosterhout,4906 AD,NL,sales@dxpackaging.com,0162-441133

If you were to import this file into MS Excel you would see the following:

CSV files can also be generated from, for example, Google Contacts or MS Outlook.

When we start the 'Import Contacts' function we see the following page:

In this page you can choose the CSV file in which you saved the Contacts.

Next press 

The next page now shows all the data contained in the CSV file. You will see that these are now neatly displayed in columns. Each column has a name (COMPANY, CONTACT, ADDRESS, CITY, ZIP ...). These column names have been taken from your CSV file.

You will now have to 'associate' these columns on the page with the columns as Yoursminc recognizes them. Do this as follows:

On the line 'Column Mapping' you now select the corresponding column name as it is known to Yoursminc. In the example shown, we choose the first column 'NAME'.

Now do this for all columns on the page.

Next press

The page now shown shows the result of the column association. You can now check whether everything is correct before pressing the button.


The result of the import action is now shown. In this example, 10 Contacts and 15 Contacts have been created. 

Next press

If you now go to the Contacts overview, you will see that all Contacts from your CSV file have been added!

Image Removed

Specificatie van het te gebruiken bestand:

Image Added

Specification of the file to use:

Naam van het contact.

Indien de VOORNAAM of de INITIALEN zijn ingevuld wordt deze contact als een ‘Particulier’ beschouwt.ALPHANUMERIEKNee initialenIndien de VOORNAAM of de INITIALEN zijn ingevuld wordt deze contact als een ‘Particulier’ beschouwt.ALPHANUMERIEKALPHANUMERIEKALPHANUMERIEKNeeCommentaarregel
ColumnFormatRequiredDescription
NAME

ALPHANUMERIC

KolomFormaatVerplichtOmschrijving
BEDRIJFSNAAM / ACHTERNAAM

ALPHANUMERIEK(50)

JaYes

Company name

If the FIRST NAME or INITIALS are filled in, this contact is considered a 'Private'.

FIRST NAMEALPHANUMERICVOORNAAMALPHANUMERIEK(30)NeeNo

Contact voornaam

Indien de VOORNAAM of de INITIALEN zijn ingevuld wordt deze contact als een ‘Particulier’ beschouwt.
INITIALEN

first name

If the FIRST NAME or INITIALS are filled in, this contact is considered a 'Private'.

INITIALSALPHANUMERIC(15)No

Contact

TUSSENVOEGSELALPHANUMERIEK(20)NeeContactnaam tussenvoegsel zoals: van, van der, de etc.
BANKREKENINGALPHANUMERIEK(34)NeeContact IBAN
STRAATALPHANUMERIEK(100)NeeStraatnaam in vestigingsadres
STADALPHANUMERIEK(50)NeePlaatsnaam in vestigingsadres
LANDALPHANUMERIEK(50)NeeLand in vestigingsadres
POSTCODEALPHANUMERIEK(10)NeePostcode in vestigingsadres
STRAAT POSTADRESALPHANUMERIEK(100)NeeStraatnaam in postadres
STAD POSTADRESALPHANUMERIEK(50)NeePlaatsnaam in postadres
LAND POSTADRESALPHANUMERIEK(50NeeLand in postadres
POSTCODE POSTADRESALPHANUMERIEK(10)NeePostcode in postadres
EMAILALPHANUMERIEK(100)NeeContact emailadres
MOBIEL NUMMERALPHANUMERIEK(20)NeeContact mobiel telefoonnummer
TELEFOONNUMMERALPHANUMERIEK(20)NeeContact telefoonnummer
KVK-NUMMERALPHANUMERIEK(20)NeeContact inschrijfnummer Kamer van Koophandel
BTW NUMMERALPHANUMERIEK(20)NeeContact Btw-nummer
FACEBOOKALPHANUMERIEK(100)NeeContact Facebook adres
TWITTERALPHANUMERIEK(100)NeeContact Twitter adres
LINKEDINALPHANUMERIEK(100)NeeContact Linkedin adres
WEBSITEALPHANUMERIEK(100)NeeContact Website adres

initials

If the FIRST NAME or INITIALS are filled in, this contact is considered a 'Private'.

BANK ACCOUNTALPHANUMERIC(34)NoContact IBAN
BUSINESS ADDRESSALPHANUMERIC(100)NoStreet name in business address
BUSINESS CITYALPHANUMERIC(50)NoPlace name in business address
BUSINESS COUNTRYALPHANUMERIC(50)NoCountry of business address
BUSINESS POSTAL CODEALPHANUMERIC(10)NoPostal code in business address
MAIL ADDRESSALPHANUMERIC(100)NoStreet name in postal address
MAIL CITYALPHANUMERIC(50)NoPlace name in postal address
MAIL COUNTRYALPHANUMERIC(50NoCountry in postal address
MAIL POSTAL CODEALPHANUMERIC(10)NoPostcode in postal address
EMAILALPHANUMERIC(100)NoContact email
MOBILE NUMBERALPHANUMERIC(20)NoContact mobile
PHONE NUMBERALPHANUMERIC(20)NoContact phone
TRADE REGISTERALPHANUMERIC(20)NoContact registration number Chamber of Commerce
VAT NUMBERALPHANUMERIC(20)NoContact Vat number
FACEBOOKALPHANUMERIC(100)NoContact Facebook address
TWITTER / XALPHANUMERIC(100)NoContact Twitter/X address
LINKEDINALPHANUMERIC(100)NoContact Linkedin address
WEBSITEALPHANUMERIC(100)NoContact Website address
DATE OF BIRTH

ALPHANUMERIC

GEBOORTEDAG

(10)

Formaat DD/MM/YYYY
NeeGeboortedatum contactNoContact date of birth
CONTACTALPHANUMERICCONTACTPERSOON(100)NeeNaam contactpersoonNoName of the contact
COMMENTSALPHANUMERICCOMMENTAAR(4000)NoAny comments

























Info

Content by Label
showLabelsfalse
max5
spacesYOUR
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "contacten" and type = "page" and space = "YOUR"
labelsContacten


Page properties
hiddentrue


Related issues