The contact CSV import previously captured only a core subset of contact fields — company name, contact person, phone, email, business type, tax number, EORI, price list, and addresses. Fields visible on the Advanced tab of the contact edit form had no CSV equivalent, leaving you to open every imported record by hand to fill them in.
The template and import now cover a fuller set of fields:
Shared across customer and supplier imports: - Account manager - Payment terms - Discount - Notes - Website - Fax number - Shipping and billing mobile number
Customer imports only: - Sales tax class
Supplier imports only: - Purchase tax class - Currency - Minimum order value
How lookup fields are matched: Account manager, payment terms, and tax class are resolved by matching the name text against existing records. An unmatched name leaves the field blank on that contact and adds a warning to the import report — the row still imports rather than failing. This means a bulk import won't abort on a single mistyped payment term name; you get a report of what needs fixing.
The downloadable template is now generated per contact type (customer vs. supplier) so each template only shows the columns relevant to that type — no more manually deleting irrelevant columns from a shared template before sending it to a data entry team.