This entity represents phone number records associated with clients. The attached contains the required format for the IPhone.CSV with a sample record.


The Type defines how the sample file handles the data type to produce the correct delimiters for each field. Make sure to change the custom field format if any fields noted as "integer" contain alphanumeric data.

Fields

Field Name 

Required 

Type 

Description 

Type 

Y 

nvarchar(MAX) 

Type of phone. Work,Home,Cell,Unknown 

TypeId 

 

nvarchar(MAX) 

 

Description 

Y 

nvarchar(MAX) 

Type of phone. Work,Home,Cell,Unknown 

RelationshipID 

 

nvarchar(MAX) 

Value of Iclient.Key 

RelationshipPmsID 

 

nvarchar(MAX) 

Value of Iclient.PmsID 

RelationshipType 

 

nvarchar(4000) 

Defaults to Client 

IsPrimary 

 

bit 

 

Sequence 

 

int 

 

Number 

Y 

bit 

Phone number 

Extension 

 

bit 

Extension 

DoNotContact 

 

bit 

 

[Key] 

 

nvarchar(4000) 

Unique record ID  

PmsID 

 

nvarchar(MAX) 

Unique record ID -can be the same as the [Key]  


Sample File