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Contacts, companies and addresses

With syncs of the type Contacts, companies and addresses, you import new contact data or update existing data records. This data is for example the delivery address and invoice address, the date of birth of the contact, the customer type, contact options such as the private or business email address as well as company data.

Requirements for importing countries of delivery

In order that the newly imported or updated countries of delivery are displayed in a contact data record in the contact overview, these countries of delivery have to be activated in the Setup » Orders » Shipping » Options » Tab: Countries of delivery menu.

In order to import contact data via ElasticSync, the following data records must be present in plentymarkets:

  • Contacts (CRM » Contacts menu)

  • contact options such as telephone number and email address, if necessary

  • address data (invoice address, delivery address), if necessary

  • company data such as VAT number and payment due date, if necessary

1. Field for matching contacts, companies and addresses

Table 1 explains the fields that are available for matching contacts, company and address data. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Table 1. Matching fields for importing contact data
Matching field Explanation

Contact ID

ID of the contact

Email

Email address of the contact

Invoice address ID

ID of the invoice address

Delivery address ID

ID of the delivery address

2. Fields for mapping contacts, companies and addresses

This chapter explains the fields that are available for mapping contact, company and address data.

2.1. Contact

Table 2 lists the fields available for importing contact data. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Table 2. Fields for importing contact data
Mapping field Permitted import values Explanation

External number

Alpha-numeric

External number for the contact

Number

Alpha-numeric

Additional number for the contact. This number is not assigned automatically. Maximum number of characters: 128.

Type*

Numeric (internal ID)

This is a mandatory field. It is possible to create further types.
Fixed values:
1 = Customer
2 = Interested party
3 = Sales representative
4 = Supplier
5 = Manufacturer
6 = Partner

First name

Text

First name of the contact

Last name

Text

Last name of the contact

Gender

Gender of the contact. Is saved in the contact data record in the Form of address field.
Possible values:
Blank option = no entry
female = Female form of address
male = Male form of address
diverse = Diverse form of address

Title

Text

Title of the contact

Newsletter

Date

Time stamp when the contact registered for the newsletter.

Customer class

Numeric (internal ID)

Customer class of the contact, if available.
Important: When customer classes are saved in the system, the field in the import file must be filled with the ID of the customer class. Otherwise, the contacts cannot be imported in your plentymarkets system.
If you did not create customer classes in the system, you can ignore this field.

Blocked

Numeric (internal ID)

Contacts can be blocked for a certain client.
Possible values:
0 = not blocked
1 = blocked

Feedback

Numeric (internal ID)

The feedback of the contact is used as internal feedback only and cannot be seen by third parties.
Possible values:
0 = 5 grey stars, no feedback saved for the contact
5 = 5 yellow stars (best possible feedback)
4 = 4 yellow stars
3 = 3 yellow stars
2 = 2 yellow stars
1 = 1 yellow star
-1 = 1 red star
-2 = 2 red stars
-3 = 3 red stars
-4 = 4 red stars
-5 = 5 red stars (worst possible feedback)

Debtor account

Alpha-numeric

Additional number that usually corresponds to the contact number or the debtor number of the contact in your administrative accounting.

Language

Language of the contact that is saved in the contact data record.

Referrer*

Numeric (internal ID)

This is a mandatory field.

Plenty-ID

Numeric (internal ID)

Client that is assigned to the contact

Owner ID

Numeric (internal ID)

ID of the owner that is assigned to the contact.

Date of birth

Date

Birthday of the contact

Valuta

Numeric

Valuta of the contact that is saved in the contact data record.

Days for early payment discount

Numeric

Days for early payment discount of the contact that is saved in the contact data record.

Percentage for early payment discount

Numeric

Percentage for early payment discount of the contact that is saved in the contact data record.

Payment due date

Numeric

Payment due date of the contact that is saved in the contact data record.

Sales representative ID

Numeric (internal ID)

ID of the sales representative that is assigned to the contact.

Contact ID

Numeric (internal ID)

ID of the contact

2.2. Contact options

Table 3 lists the fields available for importing contact options. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Table 3. Fields for importing contact options
Mapping field Permissible import value Explanation

Private telephone number
(Type 1 Sub-type 4)

Numeric

Private telephone number
Note: In order that the telephone number is automatically transferred in the order, the sub-type Private must be selected for the type Telephone.

Business telephone number
(Type 1 Sub-type 1)

Numeric

Business telephone number

Private mobile phone number
(Type 1 Sub-type 2)

Numeric

Private mobile phone number

Business mobile phone number
(Type 1 Sub-type 3)

Numeric

Business mobile phone number

Private email address
(Type 2 Sub-type 4)

Alpha-numeric

Private email address
Note: In order that the email address is automatically transferred in the order, the sub-type Private must be selected for the type Email.

Business email address
(Type 2 Sub-type 1)

Alpha-numeric

Business email address

PayPal email address
(Type 2 Sub-type 5)

Alpha-numeric

PayPal email address

Private fax number
(Type 3 Sub-type 4)

Numeric

Private fax number

Business fax number
(Type 3 Sub-type 1)

Numeric

Business fax number

Private homepage
(Type 1 Sub-type 2)

URL

URL of the private homepage

Business homepage
(Type 1 Sub-type 2)

URL

URL of the business homepage

Market eBay
(Type 5 Sub-type 6)

Alpha-numeric

eBay name

Market Amazon
(Type 5 Sub-type 7)

Alpha-numeric

Amazon name

Identification number at Klarna
(Type 6 Sub-type 8)

Numeric

Identification number at Klarna

Identification number at DHL
(Type 6 Sub-type 9)

Numeric

Identification number at DHL

Payment PayPal
(Type 7 Sub-type 5)

PayPal number

Payment Klarna
(Type 7 Sub-type 8)

Klarna number

Payment Standard

Numeric (internal ID)

Available payment methods. The payment methods are saved in the Setup » Orders » Payment » Payment methods menu.
The IDs for payment methods, payment method interfaces and marketplace payment methods are listed on the Internal IDs in plentymarkets page of the manual in the /en/basics/internal-IDs chapter.

Private user name
(Type 8 Sub-type 4)

Alpha-numeric

Private user name

Business user name
(Type 8 Sub-type 1)

Alpha-numeric

Business user name

Guest account
(Type 10 Sub-type 11)

Numeric (internal ID)
0 = Regular account
1 = Guest account

Account type in the old online store (Callisto online store).

Private form of address

Text

Private form of address

Business form of address

Text

Business form of address

2.3. Invoice address

Table 4 lists the fields available for importing invoice address data. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Table 4. Fields for importing invoice address data
Mapping field Permissible import value Explanation

ID of the address

Numeric (internal ID)

ID of the invoice address

Name1* (or 2/3)

Alpha-numeric

Company name.
This is a mandatory field when there is no entry under Name2 and Name3.

Name2* (or 1/3)

Text

First name of the contact.
This is a mandatory field when there is no entry under Name1 and Name3.

Name3* (or 1/2)

Text

Last name of the contact.
This is a mandatory field when there is no entry under Name1 and Name2.

Name4

Text

Additional information in the contact data record, e.g."c/o Mr. John Doe"

Address1* (or 2/3)

Text

The street listed in the invoice address.
This is a mandatory field when there is no entry under Address2 and Address3.

Address2* (or 1/3)

Numeric

The house number listed in the invoice address.
This is a mandatory field when there is no entry under Address1 and Address3.

Address3* (or 1/2)

Alpha-numeric

Additional address information in the invoice address, e.g. "Apartment 12a".
This is a mandatory field when there is no entry under Address1 and Address2.

Address4

Alpha-numeric

This field can be freely used.

Postcode

Numeric

Postcode

Town*

Text

This is a mandatory field.

Country ID* (or ISO)

Numeric

This is a mandatory field.

State ID

Numeric (internal ID)

ID of the region, district, federal state, canton etc.

Confirmed at

Date

Time stamp when the invoice address was checked

Title

Text

Title in the invoice address

Country ISO code* (or ID)

Numeric

This is a mandatory field.

ISO code of the state

Numeric

ISO code of the region, district, federal state, canton etc.

2.4. Options saved in the invoice address

Table 5 lists the fields available for importing invoice address options. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Table 5. Fields for importing invoice address options
Mapping field Permitted import values Explanation

VAT number (type 1)

Numeric

VAT number of the company

External address ID (type 2)

Numeric

Entry certificate (type 3)

In order to be exempted from paying the value-added tax when sending items in another EU country, sellers have to prove by means of the entry certificate that the items from Germany arrived safely in another participating EU member state.

Telephone (type 4)

Numeric

Email (type 5)

Alpha-numeric

Post number (type 6)

Numeric

The DHL customer number

Personal id (type 7)

Numeric

Identity number in Sweden

Age rating (type 8)

Numeric

Age rating

Birthday (type 9)

Date

Title (type 11)

Text

Contact person (type 12)

Text

2.5. Delivery address

Table 6 lists the fields available for importing delivery address data. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Table 6. Fields for importing delivery address data
Mapping field Permissible import value Explanation

ID of the address

Numeric (internal ID)

ID of the delivery address

Name1* (or 2/3)

Alpha-numeric

Company name.
This is a mandatory field when there is no entry under Name2 and Name3.

Name2* (or 1/3)

Text

First name of the contact.
This is a mandatory field when there is no entry under Name1 and Name3.

Name3* (or 1/2)

Text

Last name of the contact.
This is a mandatory field when there is no entry under Name1 and Name2.

Name4

Text

Additional information in the contact data record, e.g."c/o Mr. John Doe"

Address1* (or 2/3)

Text

The street listed in the delivery address.
This is a mandatory field when there is no entry under Address2 and Address3.

Address2* (or 1/3)

Numeric

The house number listed in the delivery address.
This is a mandatory field when there is no entry under Address1 and Address3.

Address3* (or 1/2)

Alpha-numeric

Additional address information in the delivery address, e.g. "Apartment 12a".
This is a mandatory field when there is no entry under Address1 and Address2.

Address4

Alpha-numeric

This field can be freely used.

Postcode

Numeric

Postcode

Town*

Text

This is a mandatory field.

Country ID* (or ISO)

Numeric

This is a mandatory field.

State ID

Numeric (internal ID)

ID of the region, district, federal state, canton etc.

Title

Text

The title saved in the delivery address

Country ISO code* (or ID)

Numeric

This is a mandatory field.

ISO code of the state

Numeric

ISO code of the region, district, federal state, canton etc.

2.6. Options saved in the delivery address

Table 7 lists the fields available for importing delivery address options. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Table 7. Fields for importing delivery address options
Mapping field Permitted import values Explanation

VAT number (type 1)

Numeric

VAT number of the company

External address ID (type 2)

Numeric

Entry certificate (type 3)

In order to be exempted from paying the value-added tax when sending items in another EU country, sellers have to prove by means of the entry certificate that the items from Germany arrived safely in another participating EU member state.

Telephone (type 4)

Numeric

Email (type 5)

Alpha-numeric

Post number (type 6)

Numeric

The DHL customer number

Personal id (type 7)

Numeric

Identity number in Sweden

Age rating (type 8)

Numeric

Age rating

Birthday (type 9)

Date

Title (type 11)

Text

Contact person (type 12)

Text

2.7. Company

Table 8 lists the fields available for importing company data. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Table 8. Fields for importing company data
Mapping field Permitted import values Explanation

Company ID

Numeric (internal ID)

ID of the company

Number

Numeric

Additional number for the company. This number is not assigned automatically. Maximum number of characters: 128.

Company name*

Alpha-numeric

This is a mandatory field.

VAT number

Numeric

VAT number of the company

Valuta

Numeric

Valuta of the company

Early payment discount (days)

Numeric

Days for early payment discount of the company

Percentage of discount

Numeric

Percentage for early payment discount of the company

Payment due date

Numeric

Payment due date of the company

Sales representative ID

Numeric (internal ID)

ID of the sales representative

Owner ID

Numeric (internal ID)

ID of the owner

Delivery period

Numeric

Delivery time in days for the type Supplier

Minimum order value

Numeric

Minimum order value in the currency of the system for the type Supplier

2.8. Sales representative

Table 9 lists the fields available for importing sales representative data. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Table 9. Fields for importing sales representative data
Mapping field Permitted import values Explanation

Region ID

Numeric (internal ID)

ID of the region

Postcode area

Numeric

Postcode area within which the sales representative is working

Country ID

Numeric (internal ID)

ID of the country

2.9. Allowed payment methods

Table 10 lists the fields available for importing methods of payment that are allowed for the contact. During the import, plentymarkets checks if the imported data record already exists based on the matching field.

Table 10. Fields for importing allowed payment methods
Mapping field Permitted import values Explanation

Allow debit

Numeric (internal ID)

Allow the payment method "Debit" for the contact. Go to Setup » Orders » Payment » Payment methods to activate the payment method.
Possible values:
0 = do not allow
1 = allow

Allow invoice

Numeric (internal ID)

Allow the payment method "Invoice" for the contact. Go to Setup » Orders » Payment » Payment methods to activate the payment method.
Possible values:
0 = do not allow
1 = allow

3. Mandatory values for sync procedures with contacts, companies and addresses

Table 11 lists the mandatory values for sync procedures with contacts, companies and addresses.

Table 11. Mandatory values for sync procedures with contacts, companies and addresses
Procedure Required values

Contacts

Create contact

  • Referrer

  • Type

Contact option

Create contact option

  • Value

Update contact option

  • Contact ID

  • fields to be changed

Company

Create company

  • Company name

Update company

  • Company name

Address

Create address

  • Contact ID

  • at least one of the following options: Name1, Name2, Name3

  • at least one of the following options: Address1, Address2, Address3

  • at least one of the following options: Country ID or country ISO code

  • Town

Update address

  • at least one of the following options: Name1, Name2, Name3

  • Contact ID

  • fields to be changed

Address option

Create address option

  • Value

Update address option

  • Address ID

  • Contact ID

  • fields to be changed

Sales representative

Create country

  • Contact ID

  • Company ID

Create postcode range

  • Contact ID

  • Company ID

Update country

  • Contact ID

  • Company ID

Update postcode range

  • Contact ID

  • Company ID

Assign a contact to a sales representative

  • Contact ID

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