Import File option helps import a large bulk of contact information into the contact list using the .csv file.
Example of contact bulk import template
|ID||Name prefix||First name||Last name||Gender||Birthday||Owner Username|
To import a bulk of contacts:
- In the main menu, navigate to Customers > Contacts. The contact list opens.
- Click Import File on the top right.
- Click Choose File and select the .csv file you prepared.
- Click Export Template to download a sample .csv file with the necessary headers.
- Prepare data for import: Based on the downloaded file, create your bulk information in the .csv format. Once your file is ready, click Choose File and select the prepared comma-separated values (.csv) file.
- Select the strategy for uploading the file:
- Add and Replace strategy overrides the existing contact information with the new one from the imported file.
- Add strategy adds new contacts from the .csv file to the existing list.
- Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.
- Launch import: After successful validation, click Import File.
- Click Cancel to decline the import.
Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.
Follow the on-screen guidance for any additional actions. For example, for the inventory template, select one of the options: a) inventory statuses only or b) detailed inventory levels.
More information on how to create and manage contacts is described in the Contacts guide.