SA – ST – Custom Import – Employer Contact

In this lesson, you will learn how to:

• Import employer contact information using the Custom Import feature

• Understand why employer contacts are required for employer communication and reporting

• Download and use the Employer Contacts Excel guide

• Prepare a CSV file with one contact linked to one employer per row

• Apply mandatory and conditional field rules

• Upload and map employer contact fields correctly

• Choose how TEAMS handles new and existing employer contact records

• Review success, warning, and error records after import

• Validate imported employer contact data within the Employer Contacts screen

This lesson ensures employer contact details are accurate before being used for employer management, follow-ups, and reporting.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.