Contact Type

PERSON

Contacts can be classified as either a person or a company. The allowed values are PERSON and COMPANY. Depending on the type, the name of the person or the company should be specified in the respective column.

Yes

First Name

John

Person contact’s first name.

Yes, but only for PERSON contacts

Middle Name

C

Person contact’s middle name.

No

Last Name

Smith

Person contact’s last name.

Yes, but only for PERSON contacts

Company Name

Sample Ltd.

The company name, for contacts of type company.

Yes, but only for COMPANY contacts

Contact Code

ABC12345

The contact code uniquely identifies the contact. Any characters are allowed. If specified, then it has to be unique; otherwise, import fails. If not specified, then CRM.COM will assign a unique and random 16-digit code. Once set, it cannot be changed.

No

Contact Email

j.c.smith@email.com

The contact's email address.

No

Contact Phone Country

CYP

The country code of the contact's phone number. This is a 3-character country code based on ISO 3166.

Yes, if the phone number is specified

Contact Phone Number

99123456

The phone number (excluding country code).

No

Address Type

Home

Allowed values are Home, Business and Alternative.

Yes, if the address is specified

Address Name

Mum’s house

A name/short description for the address. This is a free text field, so there are no limitations.

No

Address Line 1

Ydras 34

Address Line 1.

No

Address Line 2

Address Line 2.

No

Address City

Nicosia

Address city. Not configurable in CRM.COM, so this is a free-text field.

No

Address Postal Code

1026

The postal code of the address.

No

Address State/Province

Nicosia

State/province.

No

Address Country

CYP

3-character country code based on ISO 3166.

No

Country of Agreement

CYP

The contact's country of agreement, i.e. where the contact is based. This setting will determine the product prices for which the contact is eligible. The 3-character country codes use the ISO 3166 standard.

Yes

Category

Student

The category associated with the contact. If the category does not exist, it will be created automatically during the import process, but only if the import process is set up to do so. If the import process is not configured to create a new category, then the contact will not be assigned a category.

No

Generate Wallet

True

Create a business wallet for the contact? The wallet will acquire the Business’s base currency.

No

Generate Account

True

Create an account for the contact?

No

Account Classification

VIP

The account's classification. If the specified classification does not exist in CRM.COM, a new one will be generated based on the import settings.

No

Account Currency

EUR

The account’s 3-character currency code. Currency codes are based on ISO 4217 standards.

No

Tax Exempt

False

Is the contact exempt from paying taxes? Default if false.

No

Loyalty identifier X

100000001908

A loyalty identifier is used to identify the contact in external loyalty systems. If multiple loyalty identifiers are imported, then all of them are aggregated under the contact's loyalty identifiers.

No

Sales Model

Retail

The sales model associated with the contact. The default is ‘Retail’.

No

Custom Field X

(e.g. Custom Field Occupation)

CEO

The user decides wether and which custom fields to include in the import file. The import file should have a separate column for each custom field. It is recommended that the column name should be the same as the custom field for easier mapping during the import process. The value of each field depends on its type.

No

Product Name

Home 3 Play

The CRM.COM system enforces business rules that govern whether duplicate product names are allowed or not. If duplicates are not allowed, then the product import will fail.

Yes

Product SKU

HOME3PLAY

The product's SKU must be unique across all products.

Yes

Product External SKU

TV0003

The product's SKU in external systems.

No

Description

TV-Internet-Telephony Package

The product's description.

No

Validity

ALWAYS_VALID

Determines when the product will be available to contacts for ordering. Defaults to Always Valid if not specified. The alternative option is SPECIFIC_PERIOD which means that Valid From and/or Valid To dates must be specified.

No

Valid From

01/03/2024

The product can be sold from this date (inclusive). Format is dd/mm/yyyy.

Yes, based on conditions

Valid To

31/12/2024

The product can be sold up to this date (inclusive). Format is dd/mm/yyyy.

Yes, based on conditions

Product Type

Digital Service Plans

The product’s type name must be pre-configured in CRM.COM prior to importing. Failing to do so will result in a failed import as product types cannot be created automatically during the import process.

Yes

Product Brand

AluxFlix

The product’s brand name. If it’s not already configured in CRM.COM, then a new brand is automatically generated during the import process.

No

Product Family

TV Services

The product’s family name. If it’s not already configured in CRM.COM, then a new family is automatically generated during the import process.

No

Product Category X

(up to 3 allowed)

Termed Services

The product’s category name. If the category is not configured in CRM.COM, the system generates a new category. The new category automatically becomes a root category in the hierarchical structure of categories.

No

Product Image URL

https://ott.aluxsat.com.cy/EPG/WEBTV/home3play/h3p.jpg

The URL link for the product image.

No

Product Price

EUR;9.99-USD;8.99

The product's price using format <currency code>; <price>. Multiple prices can be included in the file, one for each of the business’s supported currencies. If a currency is not enabled for the business, then the price is not created. Currency codes are based on ISO 4217 standards.

Product Price (out of contract)

EUR;12.99-USD;9.99

The price of the product when the service is not in contract. Applicable only for termed services and only if a contract period is specified in the service’s price terms to be imported (optional). The format is <currency code>; <price>.

Billing Period Duration

1

Applicable and required only for termed and one-time services. Denotes the billing cycle for the specified price of the service. Required only if a price is specified. Both the Billing Period Duration and the Billing Period UOT must be specified

Yes (based on conditions).

Billing Period UOT

MONTH

The billing period’s UOT. Both the billing period and its UOT must be specified

yes (based on conditions)

Trial Period

7

Applicable only for termed services and denotes a trial period provided through the price terms. Both trial period duration and UOT must be specified. Otherwise, no trial period is set on the service’s price terms.

No

Trial Period UOT

DAY

Applicable only for termed services and denotes a trial period UOT. Both trial period duration and UOT must be specified.

No

Price Tax Inclusive

TRUE

Set to FALSE for tax exclusive.

No

Billing Type

PRE_BILL

Defines whether the service is billed in pre-/post-bill mode. Options include PRE_BILL and POST_BILL.

No

Contract Period

12

A termed service’s contract period. Applicable only for termed service and both the duration and the UOT must be specified. Otherwise, the contract period is not set in the price terms.

No

Contract Period UOT

MONTH

The service’s contract period unit of time. Both the duration and the UOT of the contract period must be specified.

No

Owner Identifier

ed5cbf9a-03cd-0552-8163-23ba185a84e6

The id of the Organisation that ‘owns’ the product. The owner can either be the business or one of its merchants/service providers. If an invalid owner is provided (or if no owner is specified), then the product is by default 'owned' by the Business. Use the Organisation's identifier in cases where the owner is a merchant, but the Business might have duplicate merchant names. So in order to avoid invalid data, specifically provide the unique identifier of the owner. Otherwise, specify either the Business or the Merchant name as the owner.

No

Custom Field String

Custom Field Number

Custom Field Multitext

Custom Field Timestamp

Custom Field Date

Custom Field Amount

Custom Field User

Custom Field Organisation

Bundled Services

5

Choose the package that best suits your information and entertainment needs…

15:30

31/01/2023

39.99

c1b39d0e-a115-41e2-bbba-f55e2e247edf

e733b23c-54b5-435e-bb4a-9bedc6e99417

The imported file’s column header should include the custom field’s name for easy mapping. Each custom field has a ‘type’, therefore, the correct value should be provided in each case, for example:

• The identifier must be used in the case or User or Organisation custom fields.

• Times should be provided in the format hh:mm.

• Use the format dd/mm/yyyy for dates.

No

Supplier

AluxSat

The supplier’s name, this is a free text field.

Yes

Product SKU

STB-33MM

The product's SKU as configured in CRM.COM. This must be the SKU of a traceable physical good.

Yes

Serial Number

SN9999000001

The device's serial number, which must be unique.

Yes

Electronic ID

00091-12345

The device's electronic ID.

No

Unit Cost

99.99

The device's unit cost. This is not the product's selling price, but rather the cost of the device to the business.

No

Cost Currency

EUR

The unit cost's currency. Currency codes are based on ISO 4217 standard.

No

Location Name

W0103

The location of the device denotes where the device is physically located.

No

Custom Fields

Home TV

Device custom fields can be optionally included in the import file. The name of the column should be the same as the custom field for easier mapping during the import process. The value of each custom field depends on its type. For example, an amount is required for monetary custom fields. In the case of custom fields of type Contact, User or Organisation, the entity's unique identifier must be specified and not the name.

No

Reward Scheme Name

CRM.COM Employees

The closed-loop reward scheme name to which the contact will be signed up for upon providing the unique code.

Yes

Sign Up Code

CRM000001

A unique code - this will be given to a contact to sign up for the closed-loop reward scheme.

Yes