Import Brand Tearsheet Contacts

Using the Import Brand Tearsheet Contacts allows for updating an existing brand with Tearsheet contacts. There are tearsheet fields already on the Brand import, so this would only be needed to import new information to existing brands and contacts.

To import, Navigate to Customers -> Brands -> Import Brand Tearsheet Contacts in the Advertising Module.

1. Click the button to download template. This will download a spreadsheet which the user can fill in with relevant fields and then use for the import

2. Select Import Option

   1. Naviga Customer ID / Contact means that the Advertiser and Contact person ID fields in the template will be the Naviga ID's

   2. Legacy Customer / Contact means that these ID fields in the template will be the legacy ID's from another system.

3. File to Import - Select the saved excel spreadsheet previously downloaded and completed.

4. Click Test Import File to test the file and ensure data is entered correctly

   1. If any errors, click the X to remove the file added above.

   2. Open the spreadsheet in Excel and correct any data errors.

   3. repeat steps 3 and 4 until no errors are found in the test

5. Click Import File to import the file.

Template fields

Field	Example	Description	Required/Optional
Advertiser	244535	Alpha-numeric ID of the advertiser	Required
Advertiser Name	Coca-Cola	Alpha-numeric Name of the advertiser	Optional
Brand ID	XX	Alpha-numeric ID of the Brand	Required
Brand Name	Diet Coke	Alpha-numeric Name of the Brand	Optional
Contact ID	244789	Alpha-numeric ID of the contact person	Required
Contact Name	John Doe	Alpha-numeric Name of the Contact.	Optional
Tearsheet Delivery Method	E	The value here must be one of the following: E=Email M=Mail N=None	Required
Number of Tearsheets	3	Enter a numeric number of tearsheets to be delivered	Required
Product IDs	QA1	If the tearsheet contact differs based on the booked product, enter the ID here.	Optional, but if used must match existing Product IDs