Guide for preparing a .csv file
You can use this table as a guide for preparing a .csv file of your contact records. You do NOT need data for all the column headings. You can remove the column altogether if no data exists for it. This will save processing time.
This is a fixed list of the recognized fields that CCH iFirm imports. If you have any fields in your .csv file that are not listed below, they will not be imported.
| Column Description | Data Format | Character Length Limit | Importance |
|---|---|---|---|
| Code | [ABCP] | 10 | Required |
| Entity | [C-Corporation] or [Estate] or [Individual] or [Non-Profit Organization] or [Other] or [Partnership] or [S-Corporation] or [Trust] | 255 | Recommended |
| Name | [ABC Pharmacy] This field is for entity names only. If the client is an individual, leave this field blank. |
100 | Recommended |
| Title | Example: Mr, Associate Professor, Dr. | Recommended if entity is set to Individual | |
| FirstNames | [John]
This field is for individuals only. If the client is an entity, leave this field blank. |
50 | Recommended if entity is set to Individual |
| LastNames | [Smith]
This field is for individuals only. If the client is an entity, leave this field blank. |
50 | Recommended if entity is set to Individual |
| MailingName | [The Brown Family Trust]
Use this field where the mailing name differs from the addressee details. |
100 | |
| Partner | [Ian Jones]
The name of the user in your firm who will be a partner in CCH iFirm. |
50 (first name) 50 (last name) | Recommended |
| Manager | [Carla Cowan]
The name of the user in your firm who will be set as a client manager in CCH iFirm. |
50 (first name) 50 (last name) | Recommended |
| Group1 |
[Office] this field populates the options for group 1 in the custom firm filtering and group settings (which needs to be enabled BEFORE you import the .csv file). |
25 | |
|
Group2 |
[Team] this field populates the options for group 2 in the custom firm filtering and group settings (which needs to be enabled BEFORE you import the .csv file). |
25 | |
| PostalAddressee | [ABC Pharmacy] | 50 | Recommended |
| PostalAddress1 | [1 Margaret Mitchell Square] | 50 | Recommended |
| PostalAddress2 | [Central Business District] | 50 | Recommended |
| PostalAddress3 | [] | 50 | Recommended |
| PostalCity | [Atlanta] | 100 | Recommended |
| PostalState | [GA] | 50 | Recommended |
| PostalPostcode | [30303] | 20 | Recommended |
| PostalCountry | [USA] | Recommended | |
| Salutation | [Mr John Smith] | 50 | Recommended |
| WorkPhone | [555 415 9644] | 50 | Recommended |
| CellPhone | [234 235 5678] | 50 | Recommended |
| HomePhone | [555 415 9644] | 50 | Recommended |
| Fax | [555 415 9644] | 50 | Recommended |
| EmailAddress | [info@domainname.com] | 100 | Recommended |
| WebAddress | [www.domainname.com] | 100 | Recommended |
| Client/Prospect/Lead | [Client] or [Prospect] or [Lead]
You can leave this field blank to set the contact type as Other. Important: In order to do a return for a contact they must be marked as a Client. |
Recommended | |
| Supplier | [Supplier]
You can leave this field blank to set the contact type as Other. |
Recommended | |
| TaxYearEnd | Example: March or Mar or 3.
If there is no balance date, leave this field blank. |
Recommended | |
| AnnualAccountsMonth | Example: March or Mar or 3.
If there is no date, leave this field blank. |
93 | Recommended |
| ClientFrom | [Mar 31 2009]
Use the date format mmm dd yyyy. |
||
| ClientUntil | [Mar 31 2009]
Use the date format mmm dd yyyy. |
||
| ClientType | Example: Business, Clubs/Charities, Corporate Trustee, Farmer, Individual, Investor, Non Trading
You can leave this field blank. |
255 | |
| ClientTypeSubcategory | Example: if you have selected Business as the client type, the available subcategory types could include Builder, Carpet Layer, Consultant, Courier, Electrician, Florist, Hire center, Insurance, etc. | 255 | |
| InBusinessSince | [Mar 31 2009]
Use the date format mmm dd yyyy. |
||
| NumberOfEmployees | Example: 1, 10, 100, etc. | 7 | |
| SSN | [123456789]
Numbers only, no spaces, no duplicates allowed. |
9 | Recommended |
| EIN | [123456789]
Numbers only, no spaces, no duplicates allowed. |
9 | Recommended |
| DateOfBirth | [Mar 31 2009]
Use the date format mmm dd yyyy. |
||
| DateOfDeath | [Mar 31 2009]
Use the date format mmm dd yyyy. |
||
| PhysicalAddressee | [ABC Pharmacy Limited] | 50 | |
| PhysicalClientAddress1 | [1 Margaret Mitchell Square] | 50 | |
| PhysicalClientAddress2 | [Central Business District] | 50 | |
| PhysicalClientAddress3 | [] | 50 | |
| PhysicalCity | [Atlanta] | 100 | |
| PhysicalState | [GA] | 50 | |
| PhysicalPostcode | [30303] | 20 | |
| PhysicalCountry | [USA] | ||
| OtherAddressee | [ABC Pharmacy Limited] | 50 | |
| OtherClientAddress1 | [1 Margaret Mitchell Square] | 50 | |
| OtherClientAddress2 | [Central Business District ] | 50 | |
| OtherClientAddress3 | [] | 50 | |
| OtherCity | [Atlanta] | 100 | |
| OtherState | [GA] | 50 | |
| OtherPostcode | [30303] | 20 | |
| OtherCountry | [USA] |