Importing contacts occurs in 3 phases: File Upload, Database Mapping, Confirmation.
FILE UPLOAD:
Step 1.
Click Contacts from the main menu.
Step 2.
Click Import Contacts.
Step 3.
Please take note of the VERY Important Tips at the top of the page and adjust your files accordingly. When ready complete the steps below:
Click the Browse button to search for the .CSV .XLS or .XLSX file you would like to import from your local computer.
Name your imported file so you can easily locate it in the future.
You may also add the imported contacts to a keyword of your choice. IMPORTANT: DO NOT USE THIS FOR NEW CONTACTS, LEAVE BLANK
Click the Start Upload button to that the import process
Note: Are you importing custom data or check-ins?
See Related Article: Database Set-up | |
See Related Article: Importing Contacts with Check-ins (Coming Soon) |
DATABASE MAPPING:
Step 5.
Use the Map to Contacts dropdowns to match the data columns from your import file to the data fields in your Contacts Database. Select “ignore this CSV column” to bypass unnecessary data. Click the Merge Data Fields button to continue.
CONFIRMATION:
Step 6.
Use the import summary to fix any invalid records. If data was imported successfully, click the Save to Contacts button to save the data to your account.
The system will import the contacts and let you know when the import is finished.
