CONTACTS

Adding your contacts to Jobman can be done in a number of different ways;
1. Via accounting software integration.
2. Import a .csv file.
3. Manually (this would only be suitable when adding one or a couple of new contacts), as it would be far too time consuming if you had a considerable amount of new contacts to add. 

1. Via accounting software integration
Please see https://jobmanacademy.wpengine.com/lessons/integrated-applications/
2. Import a .csv file.
Importing your contacts via a .csv file is the most efficient for uploading / updating your contacts list in bulk. This process will map the .csv column headers with the Contact card fields in Jobman. Many of these will map automatically, whilst others may require you to nominate the map to field and match them that way. If no map field is nominated, that data will not be included in the import. To add new contacts via .csv file, navigate to the Contacts Grid via the Menu. Select Import.  
Upload the .csv file. The following window will then show and is where you map the fields (auto or manual).

When you are happy with the column mapping, hit Next
The below window will then show. This is a confirmation, and allows you to hit cancel or go back to the column mapping, if needed. Selecting Import Now, will prompt the contacts import to begin. 

There are some basic rules that apply when Importing your Contacts with this method;
– For a Contact, if a Contact Type is found in the .csv that is not in Jobman the import will not be able to continue. You should add the contact type into Jobman, then return to this. 
– The import process can only create new or update existing Contacts. No Contacts or Contact People will be deleted.
– When importing, an existing Contact is matched if a “Contact ID” column is present. If no match is found for the “Contact ID” the import will not be
able to continue.
Alternatively if there is no “Contact ID” column, the import file must contain a “Contact Name” column. Existing Contacts will
be matched based on the “Contact Name” and “Contact Type”. If you don’t
supply a “Contact Type” column (or it is empty) then the default contact
type will be set. Your ‘default contact type is the one with the lowest numerical ‘order’ number in Jobman > Admin > Contact Types.
If an existing Contact is found it will be updated.
If an existing Contact is not found, a new Contact will be created.

– For Contact People if a “Contact Person ID” column is present a match
must be found for the import to be able to continue.
If there is no “Contact Person ID” column then the import file must contain both a “Contact First Name” and “Contact Last Name”. Existing Contact People will be matched on “Contact First Name” and “Contact Last Name”.
If no Contact Person is found within the Contact, a new Contact Person will be.
If a Contact Person is found they will be updated. 
 

Columns available for mapping are; 
Contact

Contact ID (An optional unique identifier created by Jobman – this ID is
included in every export of your contacts)
– Contact Name (The name of the contact eg. Bunnings, Bank West, Acme
Industries, etc. Required if no Contact ID provided)
– Contact Type (The type of contact as defined in your system eg. Builder,
Residential, Commercial, Supplier, etc.)
– Contact Source
– Contact Primary Contact Person # (The number index within this file of
the contact person who is the primary point of contact)
– Contact Address Street
– Contact Address Suburb
– Contact Address State
– Contact Address Postcode
– Contact Address Country
– Contact Billing Address Street
– Contact Billing Address Suburb
– Contact Billing Address State
– Contact Billing Address Postcode
– Contact Billing Address Country
– Contact ABN
– Contact Additional Notes
– Contact Bills Due Date
– Contact Bills Due Date Type
– Contact Invoices Due Date
– Contact Invoices Due Date Type
– Contact Discount
– Contact Profit
– Contact Fax
– Contact Purchase Order Email
– Contact Comments
Contact Person (repeat for the number of contact person’s per contact)
– Contact Person #1 ID (An optional unique identifier created by Jobman –
this ID is included with exports)
– Contact Person #1 First Name (The first name of the contact person.
Required if no Contact Person ID provided)
– Contact Person #1 Last Name (The last name of the contact person.
Required if no Contact Person ID provided)
– Contact Person #1 Position
– Contact Person #1 Home Phone
– Contact Person #1 Work Phone
– Contact Person #1 Mobile
– Contact Person #1 Email
– Contact Person #1 Fax
– Contact Person #1 Preferred Contact Method

3. Manually
To add a new contact manually, navigate to the Contacts Grid via the Menu. Select Add Record.  
This will bring up the Contact form shown below.

Multiple people can be added to this contact such as supervisors in the case of builders, accounts and reps in the case of suppliers and spouse in the case of residential type work. 
Clicking the Add Record button in the Contact Person grid, will show a form where all contact details can be entered.
This is your data so please use upper and lower case where applicable. 

You can set different discounts or profit margins for individual contacts which will carry through onto your quote. This can be useful in the case of certain builders where you might supply your product at a discounted rate. You can find this by clicking on the Payment Terms as shown below. The profit margin is a config variable that can be turned on or off. If the config variable QUOTE_ITEM_SHOW_OVERHEAD_PROFIT is set to N, then Profit will not be displayed in the payment terms.

Note: For the Inventory – Stock Supplier to work, at least one Contact of type Supplier needs to be set up.

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