What Fields Can Be Imported into InterAction

You can import data into the following InterAction fields:

• Name
• Addresses, Phones and Electronic Addresses
• Notes
• Additional Fields
• Folder Links
• Classifications

Using Application Collaboration, you can import information into other fields including activities and relationships.

When you import data into InterAction, you map it to an InterAction field. InterAction organizes these fields into field groups. A field group is a collection of similar fields. For example, a Phone field group consists of the Number, Extension, and Description fields. The figure below shows how InterAction displays fields and field groups in the Map Import Fields dialog box, which you use to map fields (see Create Mapping Instructions for how to access this dialog box).

[A] Field Group

[B] Fields

When you create new mapping instructions, InterAction initially provides some field groups into which you can import. InterAction, however, lets you import into an unlimited number of addresses, phones, electronic addresses, additional fields, and classifications. To add to more field groups than InterAction initially provides, you must create new field groups. For more information, see Import Mapping Tips and Tricks.

The following table provides information about the different types of field groups:

Field Groups

Type of Field Group	Fields Available	Initial Field Groups Provided	Notes
Name	Title First Middle Last Suffix Goes By Job Title Company (Also Known As) Company Name Department Assistant	Name You cannot edit or delete the Name field group, and you cannot create a new Name field group. Each contact can only have one name.	Each set of mapping instructions must be able to create a contact. This means that the instructions must contain at least one mapped field to the Last, Company (Also Known As), or Company Name fields. If the Last Name field is mapped and a value has been mapped into the field, InterAction creates a person. If the Last Name field is not mapped or blank and one of the company name fields contains a value, InterAction creates a company.
Address	Description Street Line 1, Line 2, Line 3 Additional (Person Only) City State / Province Zip / Postal Code Country	Business Address Home/Alt. Business Address	In order to create an address, one of the following fields must contain import data and be mapped: Address Lines 1-3 Additional City State / Province Zip / Postal Code Country
Phone	Description Number Extension	Business Phone Home/Alt. Business Address Fax Phone Business2 Phone Mobile Phone Assistant Phone	In order to create a phone, either the Number or Extension field must contain import data and be mapped.
Electronic Address	Description Address	Email Electronic Address Web Site Electronic Address	In order to create an electronic address, the Address field must contain import data and be mapped.
Notes	Folder Specific Visible in All Folders (global)	Notes (You cannot edit or delete the Notes field group, and you cannot create a new Notes field group.)
Folder Link	Value	(1) Folder Link	This value must either match the folder name exactly or the folder ID exactly. If it does not, the contact is not linked into the folder.
Additional Field	Value	(1) Additional Field (2) Additional Field (3) Additional Field (4) Additional Field (5) Additional Field
Multi-Value Additional Field	Value Secondary field	(1) Multiple Value Additional Field (1) Multiple Value Additional Field (1) Multiple Value Additional Field
Classification	Value	(1) Classification (2) Classification (3) Classification (4) Classification (5) Classification	The value must match the classification name exactly. If it does not, the value is not set.