Note: Customers are in the process of being renamed to Organizations, and Contacts to End Users. You may see both in Syncro for the time being.

The columns you'll see in a CSV file when importing/exporting Organizations are as follows:

• id: The unique ID Syncro assigned to the Organization. We strongly recommend you do NOT modify this.
• firstname: Any first name associated with the Organization.
• lastname: Any last name associated with the Organization.
• email: Any email address associated with the main Organization, such as info@. Syncro may use this as a unique identifier for the Organization. IMPORTANT: Emails of individuals should be entered as End Users. See also Best Practices.
• address: The main address for the Organization.
• address_2: Used for apartment number, etc.
• city, state, and zip: The Organization's location information.
• phone: When an Email is not available, Syncro uses the phone number as the unique identifier for the Organization. We recommend you include one. See also Best Practices.
• mobile_phone: A mobile phone number for the Organization is required for SMS.
• office_phone: An Organization number in the Office Phone category.
• home_phone: An Organization number in the Home Phone category.
• fax_phone: An Organization number in the Fax Phone category.
• other_phone: An Organization number in Other Phone category.
• get_sms: Set to True if the Organization can receive SMS messages.
• location_id: We recommend you do NOT modify this.
• business_name: The name associated with the Organization.
• created_at: System driven. We recommend you do NOT edit this unless you specifically need to.
• updated_at: System driven. We recommend you do NOT edit this unless you specifically need to.
• referred_by: You can customize Referred By sources in Admin > Customers - Preferences in the "Additional Referred By Items" field. These sources show up in the Referrals report (Admin > Reports > Customers - Referrals).
• notes: Any Notes entered on the Organization's Details Page.
• tax_rate_id: Tax rate associated with the Organization if different from the default. The tax rate is the code in the URL when viewing Tax Rates.
• tax_free: Set to True if the Organization is tax-exempt.
• no_email: Set to True if the Organization should NOT receive email or False if the Organization wants to receive email.
• opt_out: Set to True if the Organization wants to opt-out of marketing emails or False if they want to receive them.
• disabled: Set to True if the Organization should be disabled. (This is the equivalent of deleted.)
• custom_fields: These use the following format, where each field:value is separated by a semicolon:
    field name:value;next field:value.

Notes:

• If you delete the id (which we do NOT recommend), make sure the Name, Phone and Email are unique enough so as not to overlap entries.
• Some Syncro Users have found it necessary to supply opt_out values (True or False) to import successfully. If you have issues importing, add data to that column for each  Organization based on their preferences.