← Support Home

Import Contacts

You can import your Contact records (Customers and Suppliers) into Saasu. We support Comma-separated value files (CSV) and MYOB formats.

Or download our format from here

Importing your Contacts

  1. Go to View > Import or Export > Contacts.
  2. Select the software you are coming from and then click Choose File to browse for the file you wish to upload.
  3. Click the Import button.

Importing Contacts tips

Import Behaviour

Saasu can skip or overwrite contacts on import. See contact import de-duplication handling for more information.

Once you click the Import button, Saasu will attempt to import ALL records to your File directly if the required headers for each format are provided. It will create new records where ‘Skip’ is selected, or ‘Overwrite’ existing records.

You cannot undo this once they are imported to your file without deleting these contacts 50 entries at a time. Always ensure you are importing the right records.

Contact de-duplication on importing

When importing a CSV of contacts into Saasu we de-duplicate contacts. The reason for this is otherwise every time you imported a CSV with contacts we would create new contacts, even if you were wanting to update existing contacts or for other reasons and you would end up with multiples of the same contact.

If a contact in your Saasu file already has a:

  1. Contact ID OR;
  2. First Name & Last Name & Email OR;
  3. First Name & Last Name & Organisation

…keep this data in the spreadsheet to ensure de-duplication can occur, based on two methods. We will either ‘Skip’ importing that contact or ‘Overwrite’ that contact based on your selection:

Note: this will remove any details for a field if the import has a blank field!

Format for CSV file

HeaderRequiredData rules and notes
SalutationMr. Mrs. Ms. Dr. Prof.
First NameYText
Middle InitialsText
Last NameYText
OrganisationYText
Organisation ABNNumbers
Company Emaile.g. test@saasu.com
Organisation WebsiteURL (website address)
PositionText
Emaile.g. test@saasu.com
Twitter IDAlpha-numeric text
Skype IDAlpha-numeric text
WebsiteURL (website address)
Main PhoneNumbers (no letters)
Home PhoneNumbers (no letters)
Mobile PhoneNumbers (no letters)
Other PhoneNumbers (no letters)
FaxNumbers (no letters)
Contact IDAlpha-numeric text
StreetAlpha-numeric text
CityAlpha text
StateAlpha text
Post CodeAlpha-numeric text
CountryAs available in drop down field
Other StreetAlpha-numeric text
Other CityAlpha text
Other StateAlpha text
Other Post CodeAlpha-numeric text
Other CountryAs available in drop down field
Accept Direct DepositTRUE or FALSE
Direct Deposit Account NameAlpha-numeric text
Direct Deposit BSBNumbers
Direct Deposit Account NumberNumbers
Accept ChequeTRUE or FALSE
Cheque Payable ToAlpha-numeric text
Is ActiveYes, No – if no data exist the contact will be set to active
TagsAlpha-numeric text with comma’s separating Tags
Custom Field 1Alpha-numeric text
Custom Field 2Alpha-numeric text
Send Automatic StatementsTRUE or FALSE
Is PartnerTRUE or FALSE
Is CustomerTRUE or FALSE
Is SupplierTRUE or FALSE
Is ContractorTRUE or FALSE
LinkedIn Public ProfileURL (website address)
Sale Trading Terms TypeDue In, Cash on Delivery, End of Month +
Sale Trading Terms Intervala number e.g. 1 (for 1 week) or 30 (for 30 days)
Sale Trading Terms Interval TypeDay(s), Week(s), Month(s)
Purchase Trading Terms TypeDue In, Cash on Delivery, End of Month +
Purchase Trading Terms Intervala number e.g. 1 (for 1 week) or 30 (for 30 days)
Purchase Trading Terms Interval TypeDay(s), Week(s), Month(s)
Default Sale DiscountNumbers (no letters) e.g. 3 would equal 3%
Default Purchase DiscountNumbers (no letters) e.g. 3 would equal 3%