Importing Contact Data #

The easiest and quickest way to populate a directory is to import that data using a CSV file.

Format #

Any CSV file needs to have the contact fields in the correct order for the import to be successful. The field order required for the CSV is displayed on the 'Import' form:

'Title,Full Name,Company Name,Job Title,Telephone 1,Telephone 2,Telephone 3,Telephone 4,Email,CRM ID,Field 1,Field 2,Field 3,Field 4,Field 5,Field 6,Field 7,Field 8,Field 9,Field 10'

Empty fields can be left in the import if there is no data for a specific field of the directory (as long as it is not a required field).

Example

Mrs,Carol Smith,XYZ Inc.,Sales Manager,480-123-4567,,,,[email protected],567,Contact,,,,,,,,,
Mr,John Carter,XYZ Inc.,Support Manager,480-123-1234,,,,[email protected],568,Contact,,,,,,,,,

Importing #

To import a file into a directory, press the 'Import' link against the directory in the Directories grid. you will be prompted to browse for the file to import and select what to do with unmatched data.

Once you have selected the correct file, press the 'Import' button to begin the import process. The 'CRM ID' will be used during the import process to decide whether to update an existing record or create a new one.

Unmatched Data #

The 'Delete records which do not match' option controls what happens to contact records which are already in the contact directory but which do not exist in the new CSV being imported.

When enabled, any records that exist in the directory but not in the import file will be deleted during the import process. When disabled, contact items will be left in the directory if they are not in the import file.