Importing Contacts

To import contacts, you must provide a CSV file containing the required contact information.

The available columns for this table are:

Column	Description
name	Required. Between 1 and 30 characters.
phone	Required. Between 1 and 20 characters.
email	Required. Between 1 and 256 characters.
notes	Optional. Maximum 256 characters.
customer_id	Optional. The database ID (UUID) of an existing customer.
customer_code	Optional. The code of an existing customer. Bridge Column.

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Customer

A customer is required for every contact.

You can specify the customer using either:

• customer_id
• customer_code

If both columns are provided, customer_id takes precedence.

The customer_code column acts as a bridge column, allowing you to import data without needing to know the database IDs generated by Quick Docket in advance.

Example CSV

All columns

name,phone,email,notes,customer_id,customer_code
John Smith,01234567890,john.smith@example.com,Accounts contact,550e8400-e29b-41d4-a716-446655440000,CUST001

Required columns and customer_id

name,phone,email,customer_code
John Smith,01234567890,john.smith@example.com,550e8400-e29b-41d4-a716-446655440000

Required columns and customer_code

name,phone,email,customer_code
John Smith,01234567890,john.smith@example.com,CUST001