Company Info

Sage 100 Contractor 3-6 Client Contacts


Import Client Contacts directly into Sage 100 Contractor. Simply download your client contacts into Excel, review and apply client contact information and import directly into Sage 100 Contractor 3-6 Client Contacts.

Are you tired of manually keying in Client Contacts one by one into Sage 100 Contractor? Would you rather download your client contacts, fill in the blanks in Excel and import the details directly into Sage 100 Contractor? The following integration template allows you to do just that. It mimics every feature and function of the 3-6 Client Contacts data entry form.

Key Features:

Import Template Download:

Import File Layout:

HeaderReferenceData TypeTabExampleDescription
recnumRequiredNumericContactsPresidentClient No
cntnmeRequiredString (50)ContactsContact Name
jobttlString (50)Contactsjdoe@gmail.comJob Title
phnnumString (14)ContactsPhone No
phnextString (6)ContactsPhone Ext
e_mailString (75)ContactsEmail
cllphnString (14)ContactsCell Phone
faxnumString (14)ContactsFax No
othphnString (14)ContactsOther Phone
othdscString (50)ContactsOther Description
linnum(1)NumericContactsLine Number

** Validated Field - value must exist in the respective lookup table in Sage 100 Contractor
(1) If a line number is specified the record will either update the existing line number if it exists or it will be inserted as this line no. If no line number is specified then the record will be auto assigned a line number or the combination of the recnum and the contact name will be evaluated to determine if the record exists

File Example:
ARCLCN,101,"Steve Harold","President"
ARCLCN,102,"Mark Rice","Manager"


System Requirements:

Requires the Sage 100 Contractor Data Integration Suite