ChannelCRM Dokumentation
APIDokumentation
APIDokumentation
  1. Import af data
  • Velkommen til ChannelCRM
  • Log ind i ChannelCRM
  • Skift password/adgangskode
  • Mine indstillinger
    • DocController
    • Outlook plugin
  • Brugervejledning
    • Navigationsmenu
  • Systemopsætning
    • Skabeloner
    • Forbindelser
      • PowerBI
    • Import af data
      • Import af data
      • Import skabelon variabler
  • Moduler
  1. Import af data

Import skabelon variabler

Sidst opdateret: 01-06-2026

COMPANY#

FieldnameDescriptionKeyfield
company.namename
company.department
company.streetname + zip + street
company.zipPostnummername + zip
company.cityBy
company.zipcityPostnummer By
company.state
company.country
company.relationprim
company.relationsec
company.vatCVR NumberVat
company.phonePhone
company.fax
company.mail
company.financedepartment
company.financestreet
company.financezip
company.financecity
company.financestate
company.financecountry
company.financephone
company.financefax
company.financemail
company.web
company.kam
company.financekeyCustomerNumberfinancekey
company.otherkeyotherkey
company.description
company.pnoVat+Pno
companyudef.<name of udef>Custom Fields. Use name of variable.

CONTACT#

FieldnameDescriptionKeyfield
contact.fullname
contact.firstnames
contact.lastnames
contact.friendlyname
contact.title
contact.street
contact.zip
contact.city
contact.zipcity
contact.country
contact.jobdescription
contact.subdepartment
contact.email1X
contact.email2X
contact.emailpersonalX
contact.phonedirect
contact.phonemobile
contact.phonehome
contact.salutation
contact.preferredlanguage
contact.ean
contact.social
contact.subdepartment
contact.description
contact.contactkeyX
contact.kamFullname or ERPEmployeeName can be used
companyudef.<name of udef>Custom Fields. Use name of variable.

INFOTAGS#

FieldnameDescription
infotagcompany.text
infotagcontact.text

AKTIVITETER#

FieldnameDescriptionKeyfield
<contact.fullname>X
<contact.firstnames>
<contact.lastnames>
<company.name>X
<company.financekey>FirmakundenummerX
<company.otherkey>AndetnummerX
<activity.description>
<activity.categori>
<activity.type>File = 0, Task = 1,
PhoneCall = 2, Email = 3, Document = 4, Meeting = 5, Service = 6, Personal = 7,
Note = 8, Plan = 20, InternalMeeting = 51
<activity.owner>Employee.Fullname
<activity.startdate>
<activity.finishdate>
<activity.completed>Udført1 = udført, 0 = åben
<activity.subject>
<activity.infotag>

OPPORTUNITIES#

FieldnameDescriptionKeyfield
<opportunity.number>X
<company.financekey>Linking towards company, prio 1
<company.otherkey>Linking towards company, prio 2
<opportunity.name>
<opportunity.bodytext1>You can add as many lines as you want by writing <opportunity.bodytext1.<uniq field>
<opportunity.bodytext1>You can add as many lines as you want by writing <opportunity.bodytext1.<uniq field>
<opportunity.salesstage>
<opportunity.closedate>
<opportunity.closed>
<opportunity.KAM>Username of Employee, - email
<opportunity.currency>
<opportunity.contact>Needs to be present in contacts
<opportunity.rejectreason>
<opportunity.createdby>Username of Employee, - email
<opportunity.createdon>
<opportunity.changedby>
<opportunity.changedon>

OPPORTUNITYLINES#

FieldnameDescriptionKeyfield
<opportunity.number>X
<company.financekey>Linking towards company, prio 1
<company.otherkey>Linking towards company, prio 2
<opportunity.name>
<opportunity.bodytext1>You can add as many lines as you want by writing <opportunity.bodytext1.<uniq field>
<opportunity.bodytext1>You can add as many lines as you want by writing <opportunity.bodytext1.<uniq field>
<opportunity.salesstage>
<opportunity.closedate>
<opportunity.closed>
<opportunity.KAM>Username of Employee, - email
<opportunityline.currency>
<opportunity.contact>Needs to be present in contacts
<opportunity.rejectreason>
<opportunityline.createdby>Username of Employee, - email
<opportunityline.createdon>
<opportunityline.changedby>
<opportunityline.changedon>
<opportunityline.price><br/><opportunityline.description>
<opportunityline.price>
<opportunityline.price>

QUOTES#

FieldnameDescriptionKeyfield
<quote.number>X
<quote.validfrom>
<quote.validto>
<quote.name>
<quote.number>
<quote.bodytext1>You can add as many lines as you want by writing <opportunity.bodytext1.<uniq field>
<quote.bodytext2>You can add as many lines as you want by writing <opportunity.bodytext1.<uniq field>
<quote.frozen>
<quote.history>
<quote.owner>Username of Employee, - email
Modified at 2026-06-15 08:18:25
Previous
Import af data
Next
Moduler
Built with