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Data Import Schema
Data Import Schema

Column headers for automated field mapping during import

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Written by Salestrekker HQ
Updated over 2 years ago

Import templates download

DEAL:

Deal - Basic Information - Title

Deal - Basic Information - Owner

Deal - Basic Information - Stage

Deal - Basic Information - Value

Deal - Basic Information - Expected close date

Deal - Basic Information - Summary Notes

Deal - Basic Information - Date Deal Won

Deal - Basic Information - Date Deal Lost

Deal - Basic Information - Date Deal Paused

Deal - Basic Information - Deal Date Created

Deal - Asset Finance - Equipment Make and Model

Deal - Asset Finance - Equipment Value

Deal - Asset Finance - Build Year

Deal - Asset Finance - Equipment Conditions

Deal - Asset Finance - Finance Amount

Deal - Asset Finance - Interest Rate

Deal - Asset Finance - Ballon Amount

Deal - Asset Finance - Broker Margin

Deal - Asset Finance - Finance Team

Deal - Asset Finance - Application Fees

Deal - Home Loan Security - Address 1

Deal - Home Loan Security - Value 1

Deal - Home Loan Security - Security Type 1

Deal - Home Loan Security - Transaction Type 1

Deal - Home Loan Security - Ownership Type 1

Deal - Home Loan Security - Address 2

Deal - Home Loan Security - Value 2

Deal - Home Loan Security - Security Type 2

Deal - Home Loan Security - Transaction Type 2

Deal - Home Loan Security - Ownership Type 2

Deal - Home Loan Security - Address 3

Deal - Home Loan Security - Value 3

Deal - Home Loan Security - Security Type 3

Deal - Home Loan Security - Transaction Type 3

Deal - Home Loan Security - Ownership Type 3

Deal - Home Loan Split - Lender

Deal - Home Loan Split - Application Number

Deal - Home Loan Split - Term

Deal - Home Loan Split - LVR

Deal - Home Loan Split - LMI Capitalised

Deal - Home Loan Split - LMI

Deal - Home Loan Split - Offset

Deal - Home Loan Split - Net Banking

Deal - Home Loan Split - Credit Card

Deal - Home Loan Split - Credit Card Limit

Deal - Home Loan Split - Amount 1

Deal - Home Loan Split - Product 1

Deal - Home Loan Split - Interest Rate 1

Deal - Home Loan Split - Loan Purpose 1

Deal - Home Loan Split - Interest Rate Type 1

Deal - Home Loan Split - Fixed Years 1

Deal - Home Loan Split - Repayment Type 1

Deal - Home Loan Split - I/O Years 1

Deal - Home Loan Split - Line of Credit 1

Deal - Home Loan Split - Amount 2

Deal - Home Loan Split - Product 2

Deal - Home Loan Split - Interest Rate 2

Deal - Home Loan Split - Loan Purpose 2

Deal - Home Loan Split - Interest Rate Type 2

Deal - Home Loan Split - Fixed Years 2

Deal - Home Loan Split - Repayment Type 2

Deal - Home Loan Split - I/O Years 2

Deal - Home Loan Split - Line of Credit 2

Deal - Home Loan Split - Amount 3

Deal - Home Loan Split - Product 3

Deal - Home Loan Split - Interest Rate 3

Deal - Home Loan Split - Loan Purpose 3

Deal - Home Loan Split - Interest Rate Type 3

Deal - Home Loan Split - Fixed Years 3

Deal - Home Loan Split - Repayment Type 3

Deal - Home Loan Split - I/O Years 3

Deal - Home Loan Split - Line of Credit 3

Deal - Home Loan Fees - Valuation Fee

Deal - Home Loan Fees - Solicitor Fee

Deal - Home Loan Fees - Settlement Fee

Deal - Home Loan Fees - Package Annual Fee

Deal - Home Loan Fees - Package Monthly Fee

Deal - Home Loan Fees - Rate Lock Fee

Deal - Home Loan Fees - Other Fee

Deal - Home Loan Fees - Application Fee

Deal - Custom Fields - APP Number

Deal - Custom Fields - Money Test

Deal - Custom Fields - Number Test

Deal - Custom Fields - Options multiple Test

Deal - Custom Fields - Options single Test

Deal - Custom Fields - Phone Test

Deal - Custom Fields - Text large Test

PERSON:

Person 1 - Personal Details - Title

Person 1 - Personal Details - Full Name

Person 1 - Personal Details - First Name

Person 1 - Personal Details - Middle Name

Person 1 - Personal Details - Surname

Person 1 - Personal Details - Preferred Name

Person 1 - Personal Details - Previous Name

Person 1 - Personal Details - Gender

Person 1 - Personal Details - Date Of Birth

Person 1 - Personal Details - Notes

Person 1 - Personal Details - Contact Owner

Person 1 - Personal Details - Contact Date Created

Person 1 - Contact Details - Mobile Phone

Person 1 - Contact Details - Home Phone

Person 1 - Contact Details - Work Phone

Person 1 - Contact Details - E-Mail 1

Person 1 - Contact Details - E-Mail 2

Person 1 - Contact Details - Website

Person 1 - Contact Details - Current Address

Person 1 - Contact Details - Current Address Unit Number

Person 1 - Contact Details - Current Address Street Number

Person 1 - Contact Details - Current Address Street Name

Person 1 - Contact Details - Current Address City

Person 1 - Contact Details - Current Address State

Person 1 - Contact Details - Current Address Postal Code

Person 1 - Contact Details - Current Residential Status

Person 1 - Contact Details - Current Address From

Person 1 - Contact Details - Previous Address

Person 1 - Contact Details - Previous Address Unit Number

Person 1 - Contact Details - Previous Address Street Number

Person 1 - Contact Details - Previous Address Street Name

Person 1 - Contact Details - Previous Address City

Person 1 - Contact Details - Previous Address State

Person 1 - Contact Details - Previous Address Postal Code

Person 1 - Contact Details - Previous Residential Status

Person 1 - Contact Details - Previous Address From

Person 1 - Contact Details - Mailing Address

Person 1 - Contact Details - Mailing Address Unit Number

Person 1 - Contact Details - Mailing Address Street Number

Person 1 - Contact Details - Mailing Address Street Name

Person 1 - Contact Details - Mailing Address City

Person 1 - Contact Details - Mailing Address State

Person 1 - Contact Details - Mailing Address Postal Code

Person 1 - Contact Details - Settlement Address

Person 1 - Contact Details - Settlement Address Unit Number

Person 1 - Contact Details - Settlement Address Street Number

Person 1 - Contact Details - Settlement Address Street Name

Person 1 - Contact Details - Settlement Address City

Person 1 - Contact Details - Settlement Address State

Person 1 - Contact Details - Settlement Address Postal Code

Person 1 - Contact Details - Settlement Residential Status

Person 1 - Identification - Country Of Residency

Person 1 - Identification - Country Of Tax Residence

Person 1 - Identification - Citizenship Of

Person 1 - Identification - Residential Status

Person 1 - Identification - Drivers License Number

Person 1 - Identification - Drivers License Name On Document

Person 1 - Identification - Drivers License State Of Issue

Person 1 - Identification - Drivers License Expiry Date

Person 1 - Identification - Passport Number

Person 1 - Identification - Passport Name On Document

Person 1 - Identification - Passport Issue Country

Person 1 - Identification - Passport Issue Date

Person 1 - Identification - Passport Expiry Date

Person 1 - Family Relations - Marital Status

Person 1 - Family Relations - Mother's Maiden Name

Person 1 - Family Relations - Number Of Dependents

Person 1 - Family Relations - Name Of Dependent 1

Person 1 - Family Relations - Date Of Birth Of Dependent 1

Person 1 - Family Relations - Name Of Dependent 2

Person 1 - Family Relations - Date Of Birth Of Dependent 2

Person 1 - Family Relations - Name Of Dependent 3

Person 1 - Family Relations - Date Of Birth Of Dependent 3

Person 1 - Family Relations - Name Of Dependent 4

Person 1 - Family Relations - Date Of Birth Of Dependent 4

Person 1 - Family Relations - Name Of Dependent 5

Person 1 - Family Relations - Date Of Birth Of Dependent 5

Person 1 - Family Relations - Next Of Kin Full Name

Person 1 - Family Relations - Next Of Kin Address

Person 1 - Family Relations - Next Of Kin Address Unit Number

Person 1 - Family Relations - Next Of Kin Address Street Number

Person 1 - Family Relations - Next Of Kin Address Street Name

Person 1 - Family Relations - Next Of Kin Address City

Person 1 - Family Relations - Next Of Kin Address State

Person 1 - Family Relations - Next Of Kin Address Postal Code

Person 1 - Family Relations - Next Of Kin Relationship

Person 1 - Family Relations - Next Of Kin Phone

Person 1 - Employments Details (Current Employer) - Employment Type

Person 1 - Employments Details (Current Employer) - Employment Status

Person 1 - Employments Details (Current Employer) - Employment Basis

Person 1 - Employments Details (Current Employer) - Employment On Benefits

Person 1 - Employments Details (Current Employer) - Employment Student

Person 1 - Employments Details (Current Employer) - Employment Home Duties

Person 1 - Employments Details (Current Employer) - Role

Person 1 - Employments Details (Current Employer) - Employer Name

Person 1 - Employments Details (Current Employer) - Employer Address

Person 1 - Employments Details (Current Employer) - Employer Address Unit Number

Person 1 - Employments Details (Current Employer) - Employer Address Street Number

Person 1 - Employments Details (Current Employer) - Employer Address Street Name

Person 1 - Employments Details (Current Employer) - Employer Address City

Person 1 - Employments Details (Current Employer) - Employer Address State

Person 1 - Employments Details (Current Employer) - Employer Address Postal Code

Person 1 - Employments Details (Current Employer) - Employer Contact Name

Person 1 - Employments Details (Current Employer) - Employer Phone

Person 1 - Employments Details (Current Employer) - Employer ABN

Person 1 - Employments Details (Current Employer) - Employer ACN

Person 1 - Employments Details (Current Employer) - Start Date

Person 1 - Employments Details (Previous Employer) - Employment Type

Person 1 - Employments Details (Previous Employer) - Employment Status

Person 1 - Employments Details (Previous Employer) - Employment Basis

Person 1 - Employments Details (Previous Employer) - Employment On Benefits

Person 1 - Employments Details (Previous Employer) - Employment Student

Person 1 - Employments Details (Previous Employer) - Employment Home Duties

Person 1 - Employments Details (Previous Employer) - Role

Person 1 - Employments Details (Previous Employer) - Employer Name

Person 1 - Employments Details (Previous Employer) - Employer Address

Person 1 - Employments Details (Previous Employer) - Employer Address Unit Number

Person 1 - Employments Details (Previous Employer) - Employer Address Street Number

Person 1 - Employments Details (Previous Employer) - Employer Address Street Name

Person 1 - Employments Details (Previous Employer) - Employer Address City

Person 1 - Employments Details (Previous Employer) - Employer Address State

Person 1 - Employments Details (Previous Employer) - Employer Address Postal Code

Person 1 - Employments Details (Previous Employer) - Employer Contact Name

Person 1 - Employments Details (Previous Employer) - Employer Phone

Person 1 - Employments Details (Previous Employer) - Employer ABN

Person 1 - Employments Details (Previous Employer) - Employer ACN

Person 1 - Employments Details (Previous Employer) - Start Date

Person 1 - Employments Details (Previous Employer) - End Date

Person 2 - Personal Details - Title

Person 2 - Personal Details - Full Name

Person 2 - Personal Details - First Name

Person 2 - Personal Details - Middle Name

Person 2 - Personal Details - Surname

Person 2 - Personal Details - Preferred Name

Person 2 - Personal Details - Previous Name

Person 2 - Personal Details - Gender

Person 2 - Personal Details - Date Of Birth

Person 2 - Personal Details - Notes

Person 2 - Personal Details - Contact Owner

Person 2 - Personal Details - Contact Date Created

Person 2 - Contact Details - Mobile Phone

Person 2 - Contact Details - Home Phone

Person 2 - Contact Details - Work Phone

Person 2 - Contact Details - E-Mail 1

Person 2 - Contact Details - E-Mail 2

Person 2 - Contact Details - Website

Person 2 - Contact Details - Current Address

Person 2 - Contact Details - Current Address Unit Number

Person 2 - Contact Details - Current Address Street Number

Person 2 - Contact Details - Current Address Street Name

Person 2 - Contact Details - Current Address City

Person 2 - Contact Details - Current Address State

Person 2 - Contact Details - Current Address Postal Code

Person 2 - Contact Details - Current Residential Status

Person 2 - Contact Details - Current Address From

Person 2 - Contact Details - Previous Address

Person 2 - Contact Details - Previous Address Unit Number

Person 2 - Contact Details - Previous Address Street Number

Person 2 - Contact Details - Previous Address Street Name

Person 2 - Contact Details - Previous Address City

Person 2 - Contact Details - Previous Address State

Person 2 - Contact Details - Previous Address Postal Code

Person 2 - Contact Details - Previous Residential Status

Person 2 - Contact Details - Previous Address From

Person 2 - Contact Details - Mailing Address

Person 2 - Contact Details - Mailing Address Unit Number

Person 2 - Contact Details - Mailing Address Street Number

Person 2 - Contact Details - Mailing Address Street Name

Person 2 - Contact Details - Mailing Address City

Person 2 - Contact Details - Mailing Address State

Person 2 - Contact Details - Mailing Address Postal Code

Person 2 - Contact Details - Settlement Address

Person 2 - Contact Details - Settlement Address Unit Number

Person 2 - Contact Details - Settlement Address Street Number

Person 2 - Contact Details - Settlement Address Street Name

Person 2 - Contact Details - Settlement Address City

Person 2 - Contact Details - Settlement Address State

Person 2 - Contact Details - Settlement Address Postal Code

Person 2 - Contact Details - Settlement Residential Status

Person 2 - Identification - Country Of Residency

Person 2 - Identification - Country Of Tax Residence

Person 2 - Identification - Citizenship Of

Person 2 - Identification - Residential Status

Person 2 - Identification - Drivers License Number

Person 2 - Identification - Drivers License Name On Document

Person 2 - Identification - Drivers License State Of Issue

Person 2 - Identification - Drivers License Expiry Date

Person 2 - Identification - Passport Number

Person 2 - Identification - Passport Name On Document

Person 2 - Identification - Passport Issue Country

Person 2 - Identification - Passport Issue Date

Person 2 - Identification - Passport Expiry Date

Person 2 - Family Relations - Marital Status

Person 2 - Family Relations - Mother's Maiden Name

Person 2 - Family Relations - Number Of Dependents

Person 2 - Family Relations - Name Of Dependent 1

Person 2 - Family Relations - Date Of Birth Of Dependent 1

Person 2 - Family Relations - Name Of Dependent 2

Person 2 - Family Relations - Date Of Birth Of Dependent 2

Person 2 - Family Relations - Name Of Dependent 3

Person 2 - Family Relations - Date Of Birth Of Dependent 3

Person 2 - Family Relations - Name Of Dependent 4

Person 2 - Family Relations - Date Of Birth Of Dependent 4

Person 2 - Family Relations - Name Of Dependent 5

Person 2 - Family Relations - Date Of Birth Of Dependent 5

Person 2 - Family Relations - Next Of Kin Full Name

Person 2 - Family Relations - Next Of Kin Address

Person 2 - Family Relations - Next Of Kin Address Unit Number

Person 2 - Family Relations - Next Of Kin Address Street Number

Person 2 - Family Relations - Next Of Kin Address Street Name

Person 2 - Family Relations - Next Of Kin Address City

Person 2 - Family Relations - Next Of Kin Address State

Person 2 - Family Relations - Next Of Kin Address Postal Code

Person 2 - Family Relations - Next Of Kin Relationship

Person 2 - Family Relations - Next Of Kin Phone

Person 2 - Employments Details (Current Employer) - Employment Type

Person 2 - Employments Details (Current Employer) - Employment Status

Person 2 - Employments Details (Current Employer) - Employment Basis

Person 2 - Employments Details (Current Employer) - Employment On Benefits

Person 2 - Employments Details (Current Employer) - Employment Student

Person 2 - Employments Details (Current Employer) - Employment Home Duties

Person 2 - Employments Details (Current Employer) - Role

Person 2 - Employments Details (Current Employer) - Employer Name

Person 2 - Employments Details (Current Employer) - Employer Address

Person 2 - Employments Details (Current Employer) - Employer Address Unit Number

Person 2 - Employments Details (Current Employer) - Employer Address Street Number

Person 2 - Employments Details (Current Employer) - Employer Address Street Name

Person 2 - Employments Details (Current Employer) - Employer Address City

Person 2 - Employments Details (Current Employer) - Employer Address State

Person 2 - Employments Details (Current Employer) - Employer Address Postal Code

Person 2 - Employments Details (Current Employer) - Employer Contact Name

Person 2 - Employments Details (Current Employer) - Employer Phone

Person 2 - Employments Details (Current Employer) - Employer ABN

Person 2 - Employments Details (Current Employer) - Employer ACN

Person 2 - Employments Details (Current Employer) - Start Date

Person 2 - Employments Details (Previous Employer) - Employment Type

Person 2 - Employments Details (Previous Employer) - Employment Status

Person 2 - Employments Details (Previous Employer) - Employment Basis

Person 2 - Employments Details (Previous Employer) - Employment On Benefits

Person 2 - Employments Details (Previous Employer) - Employment Student

Person 2 - Employments Details (Previous Employer) - Employment Home Duties

Person 2 - Employments Details (Previous Employer) - Role

Person 2 - Employments Details (Previous Employer) - Employer Name

Person 2 - Employments Details (Previous Employer) - Employer Address

Person 2 - Employments Details (Previous Employer) - Employer Address Unit Number

Person 2 - Employments Details (Previous Employer) - Employer Address Street Number

Person 2 - Employments Details (Previous Employer) - Employer Address Street Name

Person 2 - Employments Details (Previous Employer) - Employer Address City

Person 2 - Employments Details (Previous Employer) - Employer Address State

Person 2 - Employments Details (Previous Employer) - Employer Address Postal Code

Person 2 - Employments Details (Previous Employer) - Employer Contact Name

Person 2 - Employments Details (Previous Employer) - Employer Phone

Person 2 - Employments Details (Previous Employer) - Employer ABN

Person 2 - Employments Details (Previous Employer) - Employer ACN

Person 2 - Employments Details (Previous Employer) - Start Date

Person 2 - Employments Details (Previous Employer) - End Date

Person 3 - Personal Details - Title

Person 3 - Personal Details - Full Name

Person 3 - Personal Details - First Name

Person 3 - Personal Details - Middle Name

Person 3 - Personal Details - Surname

Person 3 - Personal Details - Preferred Name

Person 3 - Personal Details - Previous Name

Person 3 - Personal Details - Gender

Person 3 - Personal Details - Date Of Birth

Person 3 - Personal Details - Notes

Person 3 - Personal Details - Contact Owner

Person 3 - Personal Details - Contact Date Created

Person 3 - Contact Details - Mobile Phone

Person 3 - Contact Details - Home Phone

Person 3 - Contact Details - Work Phone

Person 3 - Contact Details - E-Mail 1

Person 3 - Contact Details - E-Mail 2

Person 3 - Contact Details - Website

Person 3 - Contact Details - Current Address

Person 3 - Contact Details - Current Address Unit Number

Person 3 - Contact Details - Current Address Street Number

Person 3 - Contact Details - Current Address Street Name

Person 3 - Contact Details - Current Address City

Person 3 - Contact Details - Current Address State

Person 3 - Contact Details - Current Address Postal Code

Person 3 - Contact Details - Current Residential Status

Person 3 - Contact Details - Current Address From

Person 3 - Contact Details - Previous Address

Person 3 - Contact Details - Previous Address Unit Number

Person 3 - Contact Details - Previous Address Street Number

Person 3 - Contact Details - Previous Address Street Name

Person 3 - Contact Details - Previous Address City

Person 3 - Contact Details - Previous Address State

Person 3 - Contact Details - Previous Address Postal Code

Person 3 - Contact Details - Previous Residential Status

Person 3 - Contact Details - Previous Address From

Person 3 - Contact Details - Mailing Address

Person 3 - Contact Details - Mailing Address Unit Number

Person 3 - Contact Details - Mailing Address Street Number

Person 3 - Contact Details - Mailing Address Street Name

Person 3 - Contact Details - Mailing Address City

Person 3 - Contact Details - Mailing Address State

Person 3 - Contact Details - Mailing Address Postal Code

Person 3 - Contact Details - Settlement Address

Person 3 - Contact Details - Settlement Address Unit Number

Person 3 - Contact Details - Settlement Address Street Number

Person 3 - Contact Details - Settlement Address Street Name

Person 3 - Contact Details - Settlement Address City

Person 3 - Contact Details - Settlement Address State

Person 3 - Contact Details - Settlement Address Postal Code

Person 3 - Contact Details - Settlement Residential Status

Person 3 - Identification - Country Of Residency

Person 3 - Identification - Country Of Tax Residence

Person 3 - Identification - Citizenship Of

Person 3 - Identification - Residential Status

Person 3 - Identification - Drivers License Number

Person 3 - Identification - Drivers License Name On Document

Person 3 - Identification - Drivers License State Of Issue

Person 3 - Identification - Drivers License Expiry Date

Person 3 - Identification - Passport Number

Person 3 - Identification - Passport Name On Document

Person 3 - Identification - Passport Issue Country

Person 3 - Identification - Passport Issue Date

Person 3 - Identification - Passport Expiry Date

Person 3 - Family Relations - Marital Status

Person 3 - Family Relations - Mother's Maiden Name

Person 3 - Family Relations - Number Of Dependents

Person 3 - Family Relations - Name Of Dependent 1

Person 3 - Family Relations - Date Of Birth Of Dependent 1

Person 3 - Family Relations - Name Of Dependent 2

Person 3 - Family Relations - Date Of Birth Of Dependent 2

Person 3 - Family Relations - Name Of Dependent 3

Person 3 - Family Relations - Date Of Birth Of Dependent 3

Person 3 - Family Relations - Name Of Dependent 4

Person 3 - Family Relations - Date Of Birth Of Dependent 4

Person 3 - Family Relations - Name Of Dependent 5

Person 3 - Family Relations - Date Of Birth Of Dependent 5

Person 3 - Family Relations - Next Of Kin Full Name

Person 3 - Family Relations - Next Of Kin Address

Person 3 - Family Relations - Next Of Kin Address Unit Number

Person 3 - Family Relations - Next Of Kin Address Street Number

Person 3 - Family Relations - Next Of Kin Address Street Name

Person 3 - Family Relations - Next Of Kin Address City

Person 3 - Family Relations - Next Of Kin Address State

Person 3 - Family Relations - Next Of Kin Address Postal Code

Person 3 - Family Relations - Next Of Kin Relationship

Person 3 - Family Relations - Next Of Kin Phone

Person 3 - Employments Details (Current Employer) - Employment Type

Person 3 - Employments Details (Current Employer) - Employment Status

Person 3 - Employments Details (Current Employer) - Employment Basis

Person 3 - Employments Details (Current Employer) - Employment On Benefits

Person 3 - Employments Details (Current Employer) - Employment Student

Person 3 - Employments Details (Current Employer) - Employment Home Duties

Person 3 - Employments Details (Current Employer) - Role

Person 3 - Employments Details (Current Employer) - Employer Name

Person 3 - Employments Details (Current Employer) - Employer Address

Person 3 - Employments Details (Current Employer) - Employer Address Unit Number

Person 3 - Employments Details (Current Employer) - Employer Address Street Number

Person 3 - Employments Details (Current Employer) - Employer Address Street Name

Person 3 - Employments Details (Current Employer) - Employer Address City

Person 3 - Employments Details (Current Employer) - Employer Address State

Person 3 - Employments Details (Current Employer) - Employer Address Postal Code

Person 3 - Employments Details (Current Employer) - Employer Contact Name

Person 3 - Employments Details (Current Employer) - Employer Phone

Person 3 - Employments Details (Current Employer) - Employer ABN

Person 3 - Employments Details (Current Employer) - Employer ACN

Person 3 - Employments Details (Current Employer) - Start Date

Person 3 - Employments Details (Previous Employer) - Employment Type

Person 3 - Employments Details (Previous Employer) - Employment Status

Person 3 - Employments Details (Previous Employer) - Employment Basis

Person 3 - Employments Details (Previous Employer) - Employment On Benefits

Person 3 - Employments Details (Previous Employer) - Employment Student

Person 3 - Employments Details (Previous Employer) - Employment Home Duties

Person 3 - Employments Details (Previous Employer) - Role

Person 3 - Employments Details (Previous Employer) - Employer Name

Person 3 - Employments Details (Previous Employer) - Employer Address

Person 3 - Employments Details (Previous Employer) - Employer Address Unit Number

Person 3 - Employments Details (Previous Employer) - Employer Address Street Number

Person 3 - Employments Details (Previous Employer) - Employer Address Street Name

Person 3 - Employments Details (Previous Employer) - Employer Address City

Person 3 - Employments Details (Previous Employer) - Employer Address State

Person 3 - Employments Details (Previous Employer) - Employer Address Postal Code

Person 3 - Employments Details (Previous Employer) - Employer Contact Name

Person 3 - Employments Details (Previous Employer) - Employer Phone

Person 3 - Employments Details (Previous Employer) - Employer ABN

Person 3 - Employments Details (Previous Employer) - Employer ACN

Person 3 - Employments Details (Previous Employer) - Start Date

Person 3 - Employments Details (Previous Employer) - End Date

Person 4 - Personal Details - Title

Person 4 - Personal Details - Full Name

Person 4 - Personal Details - First Name

Person 4 - Personal Details - Middle Name

Person 4 - Personal Details - Surname

Person 4 - Personal Details - Preferred Name

Person 4 - Personal Details - Previous Name

Person 4 - Personal Details - Gender

Person 4 - Personal Details - Date Of Birth

Person 4 - Personal Details - Notes

Person 4 - Personal Details - Contact Owner

Person 4 - Personal Details - Contact Date Created

Person 4 - Personal Details - Title

Person 4 - Contact Details - Mobile Phone

Person 4 - Contact Details - Home Phone

Person 4 - Contact Details - Work Phone

Person 4 - Contact Details - E-Mail 1

Person 4 - Contact Details - E-Mail 2

Person 4 - Contact Details - Website

Person 4 - Contact Details - Current Address

Person 4 - Contact Details - Current Address Unit Number

Person 4 - Contact Details - Current Address Street Number

Person 4 - Contact Details - Current Address Street Name

Person 4 - Contact Details - Current Address City

Person 4 - Contact Details - Current Address State

Person 4 - Contact Details - Current Address Postal Code

Person 4 - Contact Details - Current Residential Status

Person 4 - Contact Details - Current Address From

Person 4 - Contact Details - Previous Address

Person 4 - Contact Details - Previous Address Unit Number

Person 4 - Contact Details - Previous Address Street Number

Person 4 - Contact Details - Previous Address Street Name

Person 4 - Contact Details - Previous Address City

Person 4 - Contact Details - Previous Address State

Person 4 - Contact Details - Previous Address Postal Code

Person 4 - Contact Details - Previous Residential Status

Person 4 - Contact Details - Previous Address From

Person 4 - Contact Details - Mailing Address

Person 4 - Contact Details - Mailing Address Unit Number

Person 4 - Contact Details - Mailing Address Street Number

Person 4 - Contact Details - Mailing Address Street Name

Person 4 - Contact Details - Mailing Address City

Person 4 - Contact Details - Mailing Address State

Person 4 - Contact Details - Mailing Address Postal Code

Person 4 - Contact Details - Settlement Address

Person 4 - Contact Details - Settlement Address Unit Number

Person 4 - Contact Details - Settlement Address Street Number

Person 4 - Contact Details - Settlement Address Street Name

Person 4 - Contact Details - Settlement Address City

Person 4 - Contact Details - Settlement Address State

Person 4 - Contact Details - Settlement Address Postal Code

Person 4 - Contact Details - Settlement Residential Status

Person 4 - Identification - Country Of Residency

Person 4 - Identification - Country Of Tax Residence

Person 4 - Identification - Citizenship Of

Person 4 - Identification - Residential Status

Person 4 - Identification - Drivers License Number

Person 4 - Identification - Drivers License Name On Document

Person 4 - Identification - Drivers License State Of Issue

Person 4 - Identification - Drivers License Expiry Date

Person 4 - Identification - Passport Number

Person 4 - Identification - Passport Name On Document

Person 4 - Identification - Passport Issue Country

Person 4 - Identification - Passport Issue Date

Person 4 - Identification - Passport Expiry Date

Person 4 - Family Relations - Marital Status

Person 4 - Family Relations - Mother's Maiden Name

Person 4 - Family Relations - Number Of Dependents

Person 4 - Family Relations - Name Of Dependent 1

Person 4 - Family Relations - Date Of Birth Of Dependent 1

Person 4 - Family Relations - Name Of Dependent 2

Person 4 - Family Relations - Date Of Birth Of Dependent 2

Person 4 - Family Relations - Name Of Dependent 3

Person 4 - Family Relations - Date Of Birth Of Dependent 3

Person 4 - Family Relations - Name Of Dependent 4

Person 4 - Family Relations - Date Of Birth Of Dependent 4

Person 4 - Family Relations - Name Of Dependent 5

Person 4 - Family Relations - Date Of Birth Of Dependent 5

Person 4 - Family Relations - Next Of Kin Full Name

Person 4 - Family Relations - Next Of Kin Address

Person 4 - Family Relations - Next Of Kin Address Unit Number

Person 4 - Family Relations - Next Of Kin Address Street Number

Person 4 - Family Relations - Next Of Kin Address Street Name

Person 4 - Family Relations - Next Of Kin Address City

Person 4 - Family Relations - Next Of Kin Address State

Person 4 - Family Relations - Next Of Kin Address Postal Code

Person 4 - Family Relations - Next Of Kin Relationship

Person 4 - Family Relations - Next Of Kin Phone

Person 4 - Employments Details (Current Employer) - Employment Type

Person 4 - Employments Details (Current Employer) - Employment Status

Person 4 - Employments Details (Current Employer) - Employment Basis

Person 4 - Employments Details (Current Employer) - Employment On Benefits

Person 4 - Employments Details (Current Employer) - Employment Student

Person 4 - Employments Details (Current Employer) - Employment Home Duties

Person 4 - Employments Details (Current Employer) - Role

Person 4 - Employments Details (Current Employer) - Employer Name

Person 4 - Employments Details (Current Employer) - Employer Address

Person 4 - Employments Details (Current Employer) - Employer Address Unit Number

Person 4 - Employments Details (Current Employer) - Employer Address Street Number

Person 4 - Employments Details (Current Employer) - Employer Address Street Name

Person 4 - Employments Details (Current Employer) - Employer Address City

Person 4 - Employments Details (Current Employer) - Employer Address State

Person 4 - Employments Details (Current Employer) - Employer Address Postal Code

Person 4 - Employments Details (Current Employer) - Employer Contact Name

Person 4 - Employments Details (Current Employer) - Employer Phone

Person 4 - Employments Details (Current Employer) - Employer ABN

Person 4 - Employments Details (Current Employer) - Employer ACN

Person 4 - Employments Details (Current Employer) - Start Date

Person 4 - Employments Details (Previous Employer) - Employment Type

Person 4 - Employments Details (Previous Employer) - Employment Status

Person 4 - Employments Details (Previous Employer) - Employment Basis

Person 4 - Employments Details (Previous Employer) - Employment On Benefits

Person 4 - Employments Details (Previous Employer) - Employment Student

Person 4 - Employments Details (Previous Employer) - Employment Home Duties

Person 4 - Employments Details (Previous Employer) - Role

Person 4 - Employments Details (Previous Employer) - Employer Name

Person 4 - Employments Details (Previous Employer) - Employer Address

Person 4 - Employments Details (Previous Employer) - Employer Address Unit Number

Person 4 - Employments Details (Previous Employer) - Employer Address Street Number

Person 4 - Employments Details (Previous Employer) - Employer Address Street Name

Person 4 - Employments Details (Previous Employer) - Employer Address City

Person 4 - Employments Details (Previous Employer) - Employer Address State

Person 4 - Employments Details (Previous Employer) - Employer Address Postal Code

Person 4 - Employments Details (Previous Employer) - Employer Contact Name

Person 4 - Employments Details (Previous Employer) - Employer Phone

Person 4 - Employments Details (Previous Employer) - Employer ABN

Person 4 - Employments Details (Previous Employer) - Employer ACN

Person 4 - Employments Details (Previous Employer) - Start Date

Person 4 - Employments Details (Previous Employer) - End Date

Person 5 - Personal Details - Full Name

Person 5 - Personal Details - First Name

Person 5 - Personal Details - Middle Name

Person 5 - Personal Details - Surname

Person 5 - Personal Details - Preferred Name

Person 5 - Personal Details - Previous Name

Person 5 - Personal Details - Gender

Person 5 - Personal Details - Date Of Birth

Person 5 - Personal Details - Notes

Person 5 - Personal Details - Contact Owner

Person 5 - Personal Details - Contact Date Created

Person 5 - Contact Details - Mobile Phone

Person 5 - Contact Details - Home Phone

Person 5 - Contact Details - Work Phone

Person 5 - Contact Details - E-Mail 1

Person 5 - Contact Details - E-Mail 2

Person 5 - Contact Details - Website

Person 5 - Contact Details - Current Address

Person 5 - Contact Details - Current Address Unit Number

Person 5 - Contact Details - Current Address Street Number

Person 5 - Contact Details - Current Address Street Name

Person 5 - Contact Details - Current Address City

Person 5 - Contact Details - Current Address State

Person 5 - Contact Details - Current Address Postal Code

Person 5 - Contact Details - Current Residential Status

Person 5 - Contact Details - Current Address From

Person 5 - Contact Details - Previous Address

Person 5 - Contact Details - Previous Address Unit Number

Person 5 - Contact Details - Previous Address Street Number

Person 5 - Contact Details - Previous Address Street Name

Person 5 - Contact Details - Previous Address City

Person 5 - Contact Details - Previous Address State

Person 5 - Contact Details - Previous Address Postal Code

Person 5 - Contact Details - Previous Residential Status

Person 5 - Contact Details - Previous Address From

Person 5 - Contact Details - Mailing Address

Person 5 - Contact Details - Mailing Address Unit Number

Person 5 - Contact Details - Mailing Address Street Number

Person 5 - Contact Details - Mailing Address Street Name

Person 5 - Contact Details - Mailing Address City

Person 5 - Contact Details - Mailing Address State

Person 5 - Contact Details - Mailing Address Postal Code

Person 5 - Contact Details - Settlement Address

Person 5 - Contact Details - Settlement Address Unit Number

Person 5 - Contact Details - Settlement Address Street Number

Person 5 - Contact Details - Settlement Address Street Name

Person 5 - Contact Details - Settlement Address City

Person 5 - Contact Details - Settlement Address State

Person 5 - Contact Details - Settlement Address Postal Code

Person 5 - Contact Details - Settlement Residential Status

Person 5 - Identification - Country Of Residency

Person 5 - Identification - Country Of Tax Residence

Person 5 - Identification - Citizenship Of

Person 5 - Identification - Residential Status

Person 5 - Identification - Drivers License Number

Person 5 - Identification - Drivers License Name On Document

Person 5 - Identification - Drivers License State Of Issue

Person 5 - Identification - Drivers License Expiry Date

Person 5 - Identification - Passport Number

Person 5 - Identification - Passport Name On Document

Person 5 - Identification - Passport Issue Country

Person 5 - Identification - Passport Issue Date

Person 5 - Identification - Passport Expiry Date

Person 5 - Family Relations - Marital Status

Person 5 - Family Relations - Mother's Maiden Name

Person 5 - Family Relations - Number Of Dependents

Person 5 - Family Relations - Name Of Dependent 1

Person 5 - Family Relations - Date Of Birth Of Dependent 1

Person 5 - Family Relations - Name Of Dependent 2

Person 5 - Family Relations - Date Of Birth Of Dependent 2

Person 5 - Family Relations - Name Of Dependent 3

Person 5 - Family Relations - Date Of Birth Of Dependent 3

Person 5 - Family Relations - Name Of Dependent 4

Person 5 - Family Relations - Date Of Birth Of Dependent 4

Person 5 - Family Relations - Name Of Dependent 5

Person 5 - Family Relations - Date Of Birth Of Dependent 5

Person 5 - Family Relations - Next Of Kin Full Name

Person 5 - Family Relations - Next Of Kin Address

Person 5 - Family Relations - Next Of Kin Address Unit Number

Person 5 - Family Relations - Next Of Kin Address Street Number

Person 5 - Family Relations - Next Of Kin Address Street Name

Person 5 - Family Relations - Next Of Kin Address City

Person 5 - Family Relations - Next Of Kin Address State

Person 5 - Family Relations - Next Of Kin Address Postal Code

Person 5 - Family Relations - Next Of Kin Relationship

Person 5 - Family Relations - Next Of Kin Phone

Person 5 - Employments Details (Current Employer) - Employment Type

Person 5 - Employments Details (Current Employer) - Employment Status

Person 5 - Employments Details (Current Employer) - Employment Basis

Person 5 - Employments Details (Current Employer) - Employment On Benefits

Person 5 - Employments Details (Current Employer) - Employment Student

Person 5 - Employments Details (Current Employer) - Employment Home Duties

Person 5 - Employments Details (Current Employer) - Role

Person 5 - Employments Details (Current Employer) - Employer Name

Person 5 - Employments Details (Current Employer) - Employer Address

Person 5 - Employments Details (Current Employer) - Employer Address Unit Number

Person 5 - Employments Details (Current Employer) - Employer Address Street Number

Person 5 - Employments Details (Current Employer) - Employer Address Street Name

Person 5 - Employments Details (Current Employer) - Employer Address City

Person 5 - Employments Details (Current Employer) - Employer Address State

Person 5 - Employments Details (Current Employer) - Employer Address Postal Code

Person 5 - Employments Details (Current Employer) - Employer Contact Name

Person 5 - Employments Details (Current Employer) - Employer Phone

Person 5 - Employments Details (Current Employer) - Employer ABN

Person 5 - Employments Details (Current Employer) - Employer ACN

Person 5 - Employments Details (Current Employer) - Start Date

Person 5 - Employments Details (Previous Employer) - Employment Type

Person 5 - Employments Details (Previous Employer) - Employment Status

Person 5 - Employments Details (Previous Employer) - Employment Basis

Person 5 - Employments Details (Previous Employer) - Employment On Benefits

Person 5 - Employments Details (Previous Employer) - Employment Student

Person 5 - Employments Details (Previous Employer) - Employment Home Duties

Person 5 - Employments Details (Previous Employer) - Role

Person 5 - Employments Details (Previous Employer) - Employer Name

Person 5 - Employments Details (Previous Employer) - Employer Address

Person 5 - Employments Details (Previous Employer) - Employer Address Unit Number

Person 5 - Employments Details (Previous Employer) - Employer Address Street Number

Person 5 - Employments Details (Previous Employer) - Employer Address Street Name

Person 5 - Employments Details (Previous Employer) - Employer Address City

Person 5 - Employments Details (Previous Employer) - Employer Address State

Person 5 - Employments Details (Previous Employer) - Employer Address Postal Code

Person 5 - Employments Details (Previous Employer) - Employer Contact Name

Person 5 - Employments Details (Previous Employer) - Employer Phone

Person 5 - Employments Details (Previous Employer) - Employer ABN

Person 5 - Employments Details (Previous Employer) - Employer ACN

Person 5 - Employments Details (Previous Employer) - Start Date

Person 5 - Employments Details (Previous Employer) - End Date

COMPANY:

Company - Company Details - Entity Name

Company - Company Details - Entity/Business Number

Company - Company Details - Trading Name

Company - Company Details - Incorporated Date

Company - Company Details - Date Of Registration

Company - Company Details - State Of Registration

Company - Company Details - Number Of Employees

Company - Company Details - GST/VAT registered

Company - Company Details - Acting On Behalf Trust

Company - Company Details - Trust Name

Company - Company Details - Type Of Business Entity

Company - Company Details - Notes

Company - Company Details - Roles

Company - Company Details - Contact Owner

Company - Company Details - Contact Date Created

Company - Contact Details - Mobile Phone

Company - Contact Details - E-Mail

Company - Contact Details - Website

Company - Contact Details - Current Address

Company - Contact Details - Current Address Unit Number

Company - Contact Details - Current Address Street Number

Company - Contact Details - Current Address Street Name

Company - Contact Details - Current Address City

Company - Contact Details - Current Address State

Company - Contact Details - Current Address Postal Code

Company - Contact Details - Mailing Address

Company - Contact Details - Mailing Address Unit Number

Company - Contact Details - Mailing Address Street Number

Company - Contact Details - Mailing Address Street Name

Company - Contact Details - Mailing Address City

Company - Contact Details - Mailing Address State

Company - Contact Details - Mailing Address Postal Code

Company - Contact Details - Fax Number

Company - Contact Details - Contact First Name

Company - Contact Details - Contact Surname

Company - Contact Details - Contact Mobile Phone

Company - Contact Details - Contact Email

NOTE:

Note - Basic Information - Deal Title

Note - Basic Information - Owner

Note - Basic Information - Content

Note - Basic Information - Date Created

TASK:

Task - Basic Information - Title

Task - Basic Information - Assigned To

Task - Basic Information - Due Date

Task - Basic Information - Description

Task - Basic Information - Deal Title

Task - Basic Information - Owner

Task - Basic Information - Date Created

USERS: for organization owners only

Account - Basic information - Title

Account - Basic information - First name

Account - Basic information - Surname

Account - Basic information - Email

Account - Basic information - Mobile phone prefix

Account - Basic information - Mobile phone

Account - Basic information - Fixed phone prefix

Account - Basic information - Fixed phone

Account - Basic information - Full address

Account - Basic information - Address unit number

Account - Basic information - Address street number

Account - Basic information - Address street name

Account - Basic information - Address street type

Account - Basic information - Address city

Account - Basic information - Address suburb

Account - Basic information - Address state

Account - Basic information - Address postal code

Account - Basic information - Address country

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