Sending Organization and Contact Information to the Import Wizard

An import filter implements three groups of functions that provide information to the Import Wizard about a company, the organizations with which that company does business, and the people who serve as the company's contacts with those organizations.

An organization is an entity with which a company does business. This could be a customer, a vendor, or any other organization with which the company maintains contact. The Import Wizard gathers information about the organizations associated with a company by calling the import filter's implementations of the following functions:

• CMA_LoadOrganization — Provides detailed information describing the organization and its relationship to the company.
  
  
• CMA_LoadOrganizationPhoneNumber — Provides information used to contact the organization by telephone.
  
  
• CMA_LoadOrganizationStreetAddress — Provides the street address of the organization.
  
  
• CMA_LoadOrganizationWebAddress — Provides the Web address information of the organization.

The Import Wizard follows each call to CMA_LoadOrganization with repeated calls to CMA_LoadOrganizationPhoneNumber until all of the telephone numbers for the organization are obtained and the function returns False. One call to CMA_LoadOrganization may result in multiple calls to CMA_LoadOrganizationPhoneNumber. The Import Wizard then makes repeated calls to CMA_LoadOrganizationStreetAddress and CMA_LoadOrganizationWebAddress in a similar way.

A contact is a person within an organization who serves as the interface between the specified company and the organization. Examples of contacts include employees and contacts at other organizations. The Import Wizard gathers information about a contact by calling the import filter's implementations of the following functions:

• CMA_LoadContact — Provides detailed personal information about the contact, such as the contact's name, gender, job title, birthday, and so on.
  
  
• CMA_LoadContactPhoneNumber — Provides information used to reach the contact by telephone.
  
  
• CMA_LoadContactStreetAddress — Provides the street address of the contact.
  
  
• CMA_LoadContactWebAddress — Provides the Web address information of the contact.

The Import Wizard follows each call to CMA_LoadContact with repeated calls to CMA_LoadContactPhoneNumber until all of the telephone numbers for the contact are obtained and the function returns False. One call to CMA_LoadContact may result in multiple calls to CMA_LoadContactPhoneNumber. The Import Wizard then makes repeated calls to CMA_LoadContactStreetAddress and CMA_LoadContactWebAddress in a similar way.

Note   Even if contacts have the same phone number, street address, or Web address as their organizations, you should pass complete information for both CMA_LoadOrganization and CMA_LoadContact calls.