The following data can be imported into MYbusinessOS. Download the Contact Import Template.
MYbusinessOS Field | Contact Type | Notes |
Salutation | Person | Available Values: Mr., Ms., Mrs., Dr., Prof. |
First Name | Person | Required Field (for a Person) |
Middle Name | Person | |
Last Name | Person | Required Field (for a Person) |
Suffix | Person | |
Related Organization (CommaDelimted) | Person & Organization | A Contact can be related to multiple Orgnizations |
Title | Person | |
Gender | Person | M/F/O |
Business Name | Organization | Required Field (for an Organization) |
Industry | Organization | |
Number of Employees | Organization | |
Annual Revenue | Organization | |
Work Phone | Person & Organization | |
Mobile Phone | Person & Organization | |
Home Phone | Person & Organization | |
Other Phone | Person & Organization | |
Fax | Person & Organization | |
Work Email | Person & Organization | The primary email address |
Personal Email | Person & Organization | Your contacts can have an additional email addresses listed as well. |
Website | Person & Organization | |
Twitter Acct | Person & Organization | |
Work Address Line 1 | Person & Organization | |
Work Address Line 2 | Person & Organization | |
Work City | Person & Organization | |
Work County | Person & Organization | |
Work State/Province | Person & Organization | |
Work Zip/Postal Code | Person & Organization | |
Work Country | Person & Organization | |
Home Address Line 1 | Person & Organization | |
Home Address Line 2 | Person & Organization | |
Home City | Person & Organization | |
Home County | Person & Organization | |
Home State/Province | Person & Organization | |
Home Zip/Postal Code | Person & Organization | |
Home Country | Person & Organization | |
Other Address Line 1 | Person & Organization | |
Other Address Line 2 | Person & Organization | |
Other City | Person & Organization | |
Other County | Person & Organization | |
Other State/Province | Person & Organization | |
Other Zip/Postal Code | Person & Organization | |
Other Country | Person & Organization | |
Client Classification | Person & Organization | Must match exactly with the Client Classification Values in OS. By default: |
Home | ||
SOHO | ||
SME | ||
Corporate | ||
International | ||
Other | ||
Client Vertical | Person & Organization | Must match exactly with the Client Classification Values in OS. |
Sales Process | Person & Organization | This allows for you to dictate which sales process the lead that is created will be in. This must match exactly with a Sales Process in OS. |
Sales Stage | Person & Organization | This allows for you to dictate which sales stage the lead that is created will be in. This must match a exactly with Sales Stage in OS. |
Opportunity Value | Person & Organization | This allows for you to dictate the Opportunity value of the Contact, for the Sales stage imported. |
Lead Source | Person & Organization | This allows for you to dictate the Source of the Contact. This must match exactly with a Lead Source type in OS. |
Campaign | Person & Organization | This allows for you to dictate which campaign the Contact is assigned to. This must match exactly with a Campaign name in OS. |
Primary Account Manager (CommaDelimted) | Person & Organization | This field allows for you to dictate who the lead gets assigned to the Contact. Name must match exactly with the User’s First Name and Last Name |
Secondary Account Manager (CommaDelimted) | Person & Organization | This field allows for you to dictate who the lead gets assigned to the Contact (as Secondary). Name must match exactly with the User’s First Name and Last Name |
User Defined Fields | You can create your own set of Custom fields to store additional data. |