Customer Contacts
Master data for identifying and matching customer contacts or contact persons on a document.
Column Description
Red names are mandatory. Purple names are recommended data.
| # | Field Name | Status | Description |
|---|---|---|---|
| 1 | contact_id | Required | Primary contact number |
| 2 | first_name | Recommended | First name |
| 3 | last_name | Recommended | Last name |
| 4 | phone | Optional | Phone number |
| 5 | email | Optional | Email address |
| 6 | partition_id | Optional | Reference to a customer ID. Contacts are often assigned to a customer. In these cases, the client_id1 of the customer should be passed in the partition_id. This limits the selection list for the AI and significantly increases the recognition rate. |
Format
Columns that are not needed can be omitted from the data export.
Example file name: contact_list.csv
contact_id;first_name;last_name;phone;email;partition_id
C001;Max;Mustermann;+49 30 123456;max.mustermann@muster.de;K001
C002;Erika;Beispiel;+49 40 654321;erika.beispiel@beispiel.de;K002
C003;Hans;Test;;hans.test@test.de;K003