> ## Documentation Index
> Fetch the complete documentation index at: https://docs.camo.ag/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Import

> For customers with this module, we support a bulk contact import via CSV. The import expects a row per contact.

#### **Requirements: Read First**

<Steps>
  <Step>
    Column names must appear as written below
  </Step>

  <Step>
    Contact Type must be one of the following: **account** (e.g. Customer) or **prospect**
  </Step>

  <Step>
    Only one employee name (Relationship Manager) can be associated with each contact row
  </Step>
</Steps>

#### **Contact Import Template**

Email [support@camo.ag](mailto:support@camo.ag) and our team will share the import template with you

#### ***Required fields***

* **contact\_id** (String) **OR**  **email** (String) - Unique identifier for contact; should be a consistent value across imports used to identify a contact. The import needs to be able to identify duplicate names by using either the Contact ID or Email as a way to identify the contact. *For example, if there are multiple contacts named John Smith, a unique email address or Contact ID is required to accurately differentiate them.*
  * **Contact ID:** Assigned via a CRM as a way to uniquely identify a contact
  * Examples: 12345, [camoag@example.com](mailto:camoag@example.com)
* **name** (String) - Contact name

#### ***Optional fields***

* **email** (String) - Contact email (optional only if a **contact id** is used)
* **contact\_type** (String) - Contact type. Defaults to 'prospect'
  * Must be one of: **account** or **prospect**
* **date\_of\_birth** (String) **-** YYYYMMDD date of birth. Used if *actual* date of birth is known
  * Examples: 19800101
* **approximate\_date\_of\_birth** (String) **-** YYYYMMDD approximate date of birth. Used to approximate age, dynamically as time goes on
  * Examples: 19800101
* **network\_id** (String) **-** See documentation on [Operations](https://app.mintlify.com/camoag/camoag/editor/admin-mcp%2Fconnecting-operations-guide-22cb8c5/~/e2fbd38f-5f65-4c58-b994-f1b0c033fa9c) (formerly Networking.) Used to group contacts under the same operation
  * Examples: 12345
* **network\_name** (String) **-** See documentation on [Operations](https://app.mintlify.com/camoag/camoag/editor/admin-mcp%2Fconnecting-operations-guide-22cb8c5/~/e2fbd38f-5f65-4c58-b994-f1b0c033fa9c) (formerly Networking.) Used as the operation name, either in conjunction with *network\_id* above or used as operation name should this contact be chosen as the operation primary contact
  * Examples: Acme Seed Company
* **tags** (String) **-** Names of tags associated with the contact. If more than one, values should be pipe delimited ("|")
  * Examples:
    * Top Prospect
    * Top Prospect|Organic|Young Beginning Farmer
* **products** (String) **-** List of product names associated with the contact. If more than one, values should be pipe delimited ("|")
  * Examples:
    * Real Estate Loans
    * Real Estate Loans|Crop Insurance
    * Seed|Fertilizer
* **product\_ids** (String) **-** List of product IDs associated with the contact. If more than one, values should be pipe delimited ("|"). These can be thought of as external product IDs, SKUs, codes, etc. Note: only use one of either **products** or **product\_ids**; if using these, must use our product import to assure these exist in the system.
  * Examples:
    * 1234xyz
    * 1234xyz|5678def
    * 12345678

Phone numbers

* **primary\_phone** (String) - Contact primary phone number. Any formatting or extra spaces will be removed in favor of consistent platform formatting
  * Examples: 5551234567, (555) 123 4567
* **secondary\_phone** (String) - Contact secondary phone number. Any formatting or extra spaces will be removed in favor of consistent platform formatting
  * Examples: 5551234567, (555) 123 4567
* **home\_phone** (String) - Contact home phone number. Any formatting or extra spaces will be removed in favor of consistent platform formatting
  * Examples: 5551234567, (555) 123 4567
* **mobile\_phone** (String) - Contact mobile phone number. Any formatting or extra spaces will be removed in favor of consistent platform formatting
  * Examples: 5551234567, (555) 123 4567
* **business\_phone** (String) - Contact business phone number. Any formatting or extra spaces will be removed in favor of consistent platform formatting
  * Examples: 5551234567, (555) 123 4567

Addresses

Addresses should be provided either broken out by address components or a single address string (e.g. "123 Main St, Anytown, IL, 12345"), but not both.

*Billing*

* **billing\_address** (String) - Contact billing address, as single line
  * Examples: 123 Main St, Anytown, IL, 12345

OR 

* **billing\_address\_line\_1** (String) - Contact billing address line one
  * Examples: 123 Main St
* **billing\_address\_line\_2** (String) - Contact billing address line two
  * Examples: Suite 400
* **billing\_address\_city** (String) - Contact billing address city
  * Examples: Anytown
* **billing\_address\_state** (String) - Contact billing address state
  * Examples: IL
* **billing\_address\_zipcode** (String) - Contact billing address zipcode
  * Examples: 12345

*Shipping*

* **shipping\_address** (String) - Contact shipping address, as single line
  * Examples: 123 Main St, Anytown, IL, 12345

OR 

* **shipping\_address\_line\_1** (String) - Contact shipping address line one
  * Examples: 123 Main St
* **shipping\_address\_line\_2** (String) - Contact shipping address line two
  * Examples: Suite 400
* **shipping\_address\_city** (String) - Contact shipping address city
  * Examples: Anytown
* **shipping\_address\_state** (String) - Contact shipping address state
  * Examples: IL
* **shipping\_address\_zipcode** (String) - Contact shipping address zipcode
  * Examples: 12345

*Primary*

* **primary\_address** (String) - Contact primary address, as single line
  * Examples: 123 Main St, Anytown, IL, 12345

OR 

* **primary\_address\_line\_1** (String) - Contact primary address line one
  * Examples: 123 Main St
* **primary\_address\_line\_2** (String) - Contact primary address line two
  * Examples: Suite 400
* **primary\_address\_city** (String) - Contact primary address city
  * Examples: Anytown
* **primary\_address\_state** (String) - Contact primary address state
  * Examples: IL
* **primary\_address\_zipcode** (String) - Contact primary address zipcode
  * Examples: 12345

*Relationship Manager*

* **employee\_email** (String) - Email of employee relationship/account manager of contact
  * Examples: [john.sales@example.com](mailto:john.sales@example.com)
* **employee\_id** (String) - Unique ID of employee relationship/account manager of contact. Employee emails must all have identical employee IDs
  * Examples: 12345
* **employee\_name** (String) - Employee relationship/account manager name of contact
  * Examples: John Sales
