How to upload contacts

You are not managing your customer contacts in any of the supported accounting softwares. As a result, you would like to import your invoices in bulk using an excel or CSV file.

What is the solution

  • Create or update contacts by importing an excel file: You send us the file and we'll take care of it manually for you (during onboarding only).
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These contacts will not be synced with any accounting system afterwards

  • Click "Import contacts" button from the settings page dedicated to invoice upload.

How to prepare the excel file

Imported file should be in the following format: xlsx, csv

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Please refer to the information below to find details about each field:

  • companyId (mandatory): indicated in customer details in Peakflo. To see the number open customer profile and click "Details" tab to find an external ref Id.
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  • contactId (optional): A unique contact reference that should be used if contact is imported again in the future. Should be unique in the file.
  • position (optional): Position in the company. Should be selected from the following available inputs:
    • Unknown
    • Sales
    • Accounting
    • Manager
  • email (Mandatory): email address
  • title (Optional): Dr./Mr./Ms.
  • firstName (Mandatory): First name
  • middleName (Optional): Middle name
  • lastName (Optional): Last name
  • suffix (Optional): suffix
  • isMainContact (Mandatory): Defines if the person is considered a main contact for Ninjavan. Can be multiple per customer
  • phone (Optional): Phone numbers should be formatted with a '+' and country code e.g., +16175551212 (E.164 format).
  • altPhone (Optional): Phone numbers should be formatted with a '+' and country code e.g., +16175551212 (E.164 format).
  • mobilePhone (Optional): Phone numbers should be formatted with a '+' and country code e.g., +16175551212 (E.164 format).
  • description (Optional): Any other notes about the contact

Sample file

Kindly refer to the following working sample file in case if any instructions are not clear.