Below is a list of the default field names provided in Act! 365. To ensure the fields in your CSV file properly map to the fields provided in Act! 365, please check the column headers/titles in your CSV file and replace with the default field names below:
First Name
Last Name
Company
Job Title
Website
LinkedIn Profile
Email
Alt. Email
Business Phone
Mobile Phone
Home Phone
Birthday
Address 1 (Business)
Address 2 (Business)
Address 3 (Business)
Country (Business)
City (Business)
State/ County/ Providence (Business)
Postal Code (Business)
Address 1 (Home)
Address 2 (Home)
Address 3 (Home)
Country (Home)
City (Home)
State/Counry/Providence (Home)
Postal Code (Home)
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Note: You can also map your column headers/titles to these fields during the import process.
Additional Info - ePages Field Help
The info below is specifically for ePages customers. The table contains the names of fields used in Act! 365 and the matching fields in your ePages store.
Act! Fields | ePages CSV-Header |
---|---|
First Name | First name [BillingAddress.FirstName] |
Last Name | Surname [BillingAddress.LastName] |
Company | Company [BillingAddress.Company] |
Job Title | Job title [BillingAddress.JobTitle] |
Website | Website [BillingAddress.URL] |
Linkedin Profile | Empty |
E-Mail address [BillingAddress.Email] | |
Alt. Email | Business / Private e-mail [BillingAddress.EMailBusiness/Private] |
Business Phone | Business phone [BillingAddress.PhoneBusiness] |
Mobile Phone | Mobile phone [BillingAddress.PhoneCell] |
Home Phone | Home phone [BillingAddress.PhonePrivate] |
Birthday | Date of birth [BillingAddress.Birthday] |
Address 1 (Business) | Empty |
Address 2 (Business) | Empty |
Address 3 (Business) | Empty |
Country (Business) | Empty |
City (Business) | Empty |
State / County / Province (Business) | Empty |
Postal Code (Business) | Empty |
Address 1 (Home) | Street [BillingAddress.Street] |
Address 2 (Home) | Street (2nd line) [BillingAddress.Street2] |
Address 3 (Home) | Empty |
Country (Home) | Country [BillingAddress.Country] |
City (Home) | Town [BillingAddress.City] |
State / County / Province (Home) | County [BillingAddress.State] |
Postal Code (Home) | Postcode [BillingAddress.Zipcode] |
Custom 1 -5 can be setup individually, for example: | |
Custom 1 | Customer group [CustomerGroup] |
Custom 2 | Internal note [Comment] |