TDI field mapping tables - Contact

Before starting an upload, make sure you have read the information available in the Introduction to TDI and Importing data with TDI articles and followed the guidance provided.

Mandatory file:

Optional file:

Prerequisites:

None required. However Contacts can be linked to specific Parents, Locations, Factors, Customers, and Carriers. Therefore, we recommend uploading those entities first. If you are uploading Contacts prior to uploading any of the linkable entities, you cannot associate Contacts to those entities because they have not yet been created.

Note: Uploading Contact before these other entities is only recommended in cases when a single contact represents multiple accounts within the other entity. If you have no contacts that represent multiple entities, upload this entity after the other entities.

Important note: Fields bolded and marked with an asterisk (*) are mandatory.

Filename: contact.csv

Field

Description

Values/codes

Format/restrictions

id*

Unique system ID for the entity. This ID is used anytime you would like to make updates or changes to the Contact in TDI or when using TDI to associate additional details to the Contact. If you do not have an existing ID to use in this field, you will need to create one.

_

No character restrictions.

name*

Contact’s full name.

_

No character restrictions.

role

 

 

Designate a role which indicates this Contact’s purpose.

 

 

Customer and Factor contact roles

  • Account Lead: 1990
  • Manager: 1991
  • Billing: 1994
  • Claims: 1995
  • Other: 1996

Enter the corresponding 4 digit code to indicate the Contact type.

Note: TDI does not currently support creating contacts with the roles of Approver or Requestor.

These must be created manually in Turvo.

 

 

Carrier and Shipment contact roles

  • Account Lead: 1990
  • Manager: 1991
  • Dispatcher: 1992
  • Driver: 1993
  • Billing: 1994
  • Claims: 1995
  • Other: 1996

Location contact roles

  • Manager: 1991
  • Dispatcher: 1992
  • Other: 1996

contextId

This ID corresponds to the Location, Factor, Customer, or Carrier that this Contact should be associated with.

_

Find the reference ID for the respective entity in the upload sheet for that entity, or locate it within the UI.

No character restrictions.

contextType

Indicate the type of entity that this Contact is associated with.

LOCATION

FACTORING

SHIPPER

CARRIER

Required if entering contextId.

Enter one of the four types listed in the previous column. Options are case sensitive, enter type exactly as shown.

*Note: The SHIPPER account type is another name for Customer accounts.

Filename: communication_channel.csv

Note: If a contact added via the contact.csv file only includes one set of contact information for each column, this file is not required. If a contact has multiple addresses, phone numbers, email addresses, etc., that need to be associated with it, treat this file as required.

Field

Description

Values/codes

Format/restrictions

id*

Unique system ID required for TDI upload. This ID must be used if the communication method is ever updated using TDI.

_

No character restrictions.

contextId*

This ID corresponds to the Contact that this communication method should be associated with.

_

Find the reference ID for the Contact in the contact.csv upload sheet.

No character restrictions.

email.type

Type of email (work, home, etc.).

Work email: 1051

Home email: 1052

Other email: 1053

Enter corresponding 4 digit code. Required if entering email.

email

Contact’s email address.

_

Standard email address format.

phone.type

Type of phone number (work, home, etc.)

Work phone: 1001

Mobile phone: 1002

Home phone: 1003

Fax: 1004

Other phone: 1005

Enter corresponding 4 digit code. Required if entering phone.

phone

Contact’s phone number.

_

Integers only - No dashes or parentheses.

(Ex.: 3135551500)

phone.extension

Phone extension (if applicable).

_

Integers only.

phone.country

Phone number country of origin.

Examples:

US: United States

CA: Canada

Enter the two-letter country code found in the Country code table.

Important note: Do not add a "1" or a country code number before the phone number

address.type

Identifies whether this is a work, home, or other kind of address.

Work address: 1100

Home address: 1102

Other address: 1103

Enter the corresponding code to indicate the type of address. Required if entering an address.

address.line1*

First line of address.

_

No character restrictions.

address.line2

Second line of address (if applicable).

_

No character restrictions.

address.city*

Name of city.

_

No character restrictions.

address.state*

Name of state/province.

_

No character restrictions.

address.zip*

Zip code or postal code.

_

No character restrictions.

address.country

Name of country.

_

No character restrictions.

IsPrimaryAddress

Indicate whether this is the primary address for the Contact.

True/False

Enter True if this is the primary address and False if it is not.

IsPrimaryEmail

Indicate whether this is the primary email address for the Contact.

True/False

Enter True if this is the primary email and False if it is not.

IsPrimaryPhone

Indicate whether this is the primary phone number for the Contact.

True/False

Enter True if this is the primary phone and False if it is not.

 

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