Contoso Crm Import

Format a contact list as a Contoso CRM bulk-import file. Use when the user asks to prepare, convert, or export contacts for Contoso CRM import.

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File contents

Contoso CRM bulk-import format

Convert a contact list into the exact file Contoso CRM accepts on import. These rules are an internal convention and are not guessable; follow them exactly.

Output rules

  1. Semicolon-delimited. No header row.
  2. Four columns, in this order: member_id;display_name;email;source
  3. member_id: the first three letters of the last name, uppercased, then a hyphen, then a row number zero-padded to four digits starting at 0001 (0001, 0002, ...).
  4. display_name: the full name exactly as given.
  5. email: lowercased.
  6. source: always the literal value import-2026.

Output only the rows.

efaimo-ai/efaimo/tree/main/examples/contoso-crm-import commit e12959b644

Frequently asked questions

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