Cargo supports adding new Contacts from a file.


The file must be either a CSV (comma separate values) file or a tab separated text file.  


To output from an Excel spreadsheet with the correct delimiters you would save the file as type 'CSV' or 'Text (Tab delimited)'. 


Data

The first row of data must contain the column names.


The column names can be in any order but must match those below exactly.


Columns names that are not recognized are ignored.


Columns for the contact name (Name) and country code (CountryCode) are required. All other data items are optional.


Name
The name of contact (the name of a business or person).  This field is Required
IsClientSet to Y to indicate that the contact is a client
Address1
Address line 1.  Will be set to Unknown if not provided
Address2
Address line 2
City
City name
Region
Name of the region or state
PostCodeThe postal code.
CountryCode
The country code.  This field is Required
ContactPersonName
The name of the primary contact person
Phone
The phone number for the primary contact person
Email
The email address for the primary contact person
BillingCode
Identifier when billing a client
TswClientCodeThe TSW code (ie the Customs code for NZ)
IsCcaCodeSet to Y to indicate that the TSW code is for a CCA (Customs bondstore)
QuarantineApprovedPremisesThe quarantine approved premises code (MPI ATF code for NZ)
QuarantineAccountNumberThe quarantine payment account number (MPI payment account number for NZ)
BusinessTaxNumber
The business registration or tax number
AccordBusinessId
The Business ID (Accord application)
Notes
General notes or instructions