AMFG offers a solution to import a large number of customer contact accounts into your AMFG console. There are a few key details to take into consideration in order to import contacts successfully.
What Do You Need to Remember?
Automatic Notifications: When a new customer contact is created in AMFG, the system automatically sends the 'Management Console Registration' email to the person in question, notifying them about their new registration.
Password Generation: The account password is autogenerated and is sent directly to the email address provided within the Email column of your import file.
Spam Prevention: Please specify if you wish your customers to receive this registration email or not when requesting the contact import to ensure that no unnecessary spam is sent.
Account Security: Both the Management Console and the ordering portal Front End utilize reCAPTCHA v3 to secure user logins and registration forms.
What Do You Need to Provide to AMFG?
To proceed with the bulk import, you will need to contact the AMFG Support Team via the in-app support chat, reach out to your Customer Success Representative, or email us at support@amfg.ai. You must provide a CSV file [the Template is attached at the bottom] containing all relevant contact details formatted precisely according to our system requirements.
⚠️ Critical Requirement: You must strictly follow the structure of the provided CSV template. Never add, delete, or move columns to a different position; doing so will break the import format and cause the process to fail.
When updating the import template, please note that the following columns are mandatory and cannot be left empty for any contact in the list:
First Name – Cannot be empty.
Last Name – Cannot be empty.
Email Address – Must be unique; no duplicates are allowed in the system. Multiple email entries within the same field are also not allowed.
Account Type – Must be written completely in lowercase as either private or business. Note that the Account Type cannot be changed once the contacts are created!
Customer Status – Set to New by default.
Key Data Formatting Rules
To guarantee a successful data import, ensure your CSV file strictly complies with the following validation rules:
Email Validation: Provide only one email address for each contact, and ensure that the email has not already been used in your AMFG application. If an account already exists with that email, the contact will not be created.
Optional Addresses: It is not required to provide delivery and billing address information to import a contact. However, it is highly recommended to provide these details in advance because updating addresses manually later in the console is a time-consuming process.
Multiple Addresses: You can add multiple billing or delivery addresses for a single contact. The first address line provided will automatically be set as the account default. To add alternative addresses, simply place them directly below the default row.
Address Field Requirements: The minimum required fields to successfully process a billing or shipping address are First Name, Last Name, and Email. If any of these three fields are missing, that specific address will be skipped entirely.
Customer Groups: If our system does not find a perfect match for the string you entered in the Customer Group column, it will automatically assign the fallback default values selected in your Management Console.
Country Names: Country names must be written out in full. Abbreviations, variations, or regional country codes (such as DE, FR, etc.) are strictly rejected by the importer.
Profit Centers: When specifying an internal profit center, you must use its exact External ID (e.g.,
ID-001,ID-002,ID-003).VAT Charges: This column accepts values of either
TrueorFalse. Set this column toTRUEby default to apply standard tax configurations.
***Please use the Customer Contacts Import CSV template provided below and make sure that all information is filled in accurately before sending the request***