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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 must be activated in the System » 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 synchronising contacts, companies and addresses

Table 1 explains the fields that are available for matching contact, 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 address

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 Explanation

External number

External number for the contact

Number

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

Type*

This is a mandatory field.

First name

The contact’s first name

Last name

The contact’s last name

Gender

Gender of the contact

Title

Title of contact

Newsletter

Time stamp when the contact registered for the newsletter.

Customer class

Customer class of the contact that is saved in the contact data record

Blocked

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

Feedback

Is used as internal feedback of the contact.
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

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*

This is a mandatory field.

plenty ID

Client that is assigned to the contact

Owner ID

ID of the owner that is assigned to the contact

Date of birth

Birthday of the contact

Valuta

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

Days for early payment discount

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

Percentage for early payment discount

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

Payment due date

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

Sales representative ID

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

Contact 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 Explanation

Private telephone number
(Type 1 Sub-type 4)

Private telephone number

Office telephone number
(Type 1 Sub-type 1)

Office telephone number

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

Private mobile phone number

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

Office mobile phone number

Private email address
(Type 2 Sub-type 4)

Private email address

Office email address
(Type 2 Sub-type 1)

Office email address

PayPal email address
(Type 2 Sub-type 5)

PayPal email address

Private fax number
(Type 3 Sub-type 4)

Private fax number

Office fax number
(Type 3 Sub-type 1)

Office fax number

Private homepage
(Type 1 Sub-type 2)

URL of the private homepage

Office homepage
(Type 1 Sub-type 2)

URL of the office homepage

Market eBay
(Type 5 Sub-type 6)

Market eBay

Market Amazon
(Type 5 Sub-type 7)

Market Amazon

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

Identification number at Klarna

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

Identification number at DHL

Payment provider PayPal
(Type 7 Sub-type 5)

Payment provider PayPal

Payment provider Klarna
(Type 7 Sub-type 8)

Payment provider Klarna

Payment

Payment

Private user name
(Type 8 Sub-type 4)

Private user name

Office user name
(Type 8 Sub-type 1)

Office user name

Guest account
(Type 10 Sub-type 11)

Account type in the old online store (Callisto online store).
Guest accounts have the value 1.

Private form of address

Private form of address

Office form of address

Office 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 Explanation

Address ID

ID of the invoice address

Name1* (or 2/3)

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

Name2* (or 1/3)

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

Name3* (or 1/2)

The contact’s last name.
This is a mandatory field when there is no entry under Name1 and Name2.

Name4

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

Address1* (or 2/3)

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)

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)

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

This field can be freely used.

Postcode

Postcode

Town*

This is a mandatory field.

Country ID* (or ISO)

This is a mandatory field.

State ID

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

Confirmed at

Time stamp when the invoice address was checked

Title

Title in the invoice address

Country ISO code* (or ID)

This is a mandatory field.

ISO code of the state

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

2.4. Invoice address options

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 Explanation

VAT number (type 1)

External address ID (type 2)

Entry certificate (type 3)

Telephone (type 4)

Email (type 5)

Post number (type 6)

Personal id (type 7)

Age rating (type 8)

Birthday (type 9)

Title (type 11)

Contact person (type 12)

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 Explanation

ID of the address

ID of the delivery address

Name1* (or 2/3)

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

Name2* (or 1/3)

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

Name3* (or 1/2)

The contact’s last name.
This is a mandatory field when there is no entry under Name1 and Name2.

Name4

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

Address1* (or 2/3)

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)

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

Address3* (or 1/3)

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

This field can be freely used.

Postcode

Postcode

Town*

This is a mandatory field.

Country ID* (or ISO)

This is a mandatory field.

State ID

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

Title

The title saved in the delivery address

Country ISO code* (or ID)

This is a mandatory field.

ISO code of the state

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

2.6. Delivery address options

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 Explanation

VAT number (type 1)

External address ID (type 2)

Entry certificate (type 3)

Telephone (type 4)

Email (type 5)

Post number (type 6)

Personal id (type 7)

Age rating (type 8)

Birthday (type 9)

Title (type 11)

Contact person (type 12)

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 Explanation

ID of the company

The company’s ID

Number

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

Company name*

This is a mandatory field.

VAT number

VAT number of the company

Valuta

Valuta of the company

Early payment discount (days)

Days for early payment discount of the company

Percentage of discount

Percentage for early payment discount of the company

Payment due date

Payment due date of the company

Sales representative ID

ID of the sales representative

Owner ID

ID of the owner

Delivery period

Delivery time in days for the type Supplier

Minimum order value

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 Explanation

Region ID

ID of the region

Postcode area

Postcode area within which the sales representative is working

Country ID

ID of the country

2.9. Allowed payment methods

Table 10 lists the fields available for importing payment methods 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 Explanation

Allow debit

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

Allow invoice

Allow the payment method "Invoice" for the contact. Go to System » 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 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

Creating a 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

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

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

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

  • Town

Update address

  • Select 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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