---
title: "Customer Contact Export/Import"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28382494/Customer%20Contact%20Export%2FImport"
format: markdown
---
# Overview

The **Customer Contact Export/Import** <span style="color: #333333">function </span>allows you to export a template, with or without data, of your customer contacts, make bulk changes and then reimport the data.

# Accessing the Customer Contact Export/Import

To access the **Customer Contact Export/Import**, perform the following:

1. Click **Frameworks **then navigate to **Receivables > Maintenance > Customer Contact Export/Import **from the navigation tree.
2. The **Customer Contact Export/Import **page will open the **Import Criteria **page.

# <span style="color: #172b4d">Downloading a Template</span>

<span style="color: #333333">To make it easier to import your Customer Contacts, you can download a template. By downloading a template you will ensure that you have the correct fields available to update and/or modify. To download a template, from the </span>**Customer Contact Export/Import > Import Criteria **<span style="color: #333333">tab, perform the following:</span>

1. <span style="color: #000000">In the </span><span style="color: #000000">**Export Template **</span><span style="color: #000000">section, from the </span>**Fields **<span style="color: #000000">menu select which fields you want to update/import. By default, all the fields are selected, hold the </span>**CTRL**<span style="color: #000000"> key down to select multiple fields.</span>
2. <span style="color: #333333">You can select the range of </span><span style="color: #333333">**Customers **</span><span style="color: #333333">you want included in the template by entering a </span>**From Customer **<span style="color: #333333">and</span>** To **<span style="color: #333333">range.</span>
  

> ℹ️ Leave the ranges blank to add all customers to the template.

3. <span style="color: #333333">Click </span>**Download Template**<span style="color: #333333">** **</span><span style="color: #333333">to download the .csv template (customerContact.csv) that will include all of the customer contracts and fields based on the above selections.</span>

> ℹ️ If you enable the Download Template Only (no data) check box, this allows you download a template with no data.

4. <span style="color: #333333">Open up the downloaded .csv template (customerContact.csv) and add/edit the required product fields in the file.</span>
5. **Save **the file, keeping the .csv file format, ready for importing.

# <span style="color: #003366">Uploading the Customer Contact Export/Import</span>

To upload and import the edited <span style="color: #333333">customerContact.csv</span> file, under the **Import Data** section, perform the following:

1. Click **Upload CSV **and choose the file created in the above steps and then click the** Upload** button. Once the .csv file has been up uploaded next to **Import File:** it will display the filename that is going to be imported.
2. Enable **Report Only **to confirm the changes before importing or **disable** to import the changes into Frameworks.

![image](media://c3e62f19-52b2-4ef6-86c9-75d58dad93cd)

 

> ℹ️ If you are performing a large product import you might want to delay the import to not impact performance. To do this update the **Start date** and **time** or use the date finder > Macro (inline-external-image)
> ℹ️ 
> ℹ️  icon to search for an appropriate date and time to run the task.

3. Click the **Schedule** tab. The scheduled task is defaulted to run **One Time** and is set to run at the *current system date and time*.

![image](media://e35ae053-ded3-491a-8c9d-b39b9af5e325)

 

> ℹ️ If you are performing a large customer contact import you might want to delay the import to not impact performance. To do this update the **Start date** and **time** or use the date finder > Macro (inline-external-image)
> ℹ️ 
> ℹ️  icon to search for an appropriate date and time to run the task.

4. Select the task notification options to **Send a notification** or **Send and email** once the import has run.
5. Click **Submit **to import the .csv file. An information box will pop up advising that the task has been submitted. Click on **OK.**
6. On the **Output** page, under the **Generated Reports** section, click on the **report** links to review the import.

> ⚠️ If the** Report Only** option was ticked > Macro (inline-media-image)
> ⚠️ 
> ⚠️  and there were no errors in the generated report repeat the above and disable **Report Only**. If there were any errors in the generate report, resolve the errors before importing and possibly run the report only option until it is error free.

7. Click on the **Close **button in the bottom right once the tasked in completed.

# Additional Information

> ✅ Refer to [Customer Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894) for more information.
> ✅ 
> ✅ Refer to [Scheduled Task - Scheduling and Output ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256) for more information.