Importing to Customer Contact Table

The Lucity Importer allows you to import Customer Contact records into the desktop. After selecting the Customer Contact table from the drop down menu, the "Delete Existing Contacts" checkbox will appear. During the import process, the system searches for matches by Property ID. If a matching Property ID is found and if this box is marked, the system will remove all associated contact information from that record. At the end of the run, the system will then clean up the Contact table and remove any contacts that are not associated with any Property IDs.

delete existing

In This Section

Step 1: Select File for Import

Step 2: Mapping Fields

Optional Step 3: Filters

Optional Step 4: Saving Field Mappings

Final Step: Importing Data

See Also

Lucity Custom Importer

Importing to Street Name List

Importing to Customer Address Table