Add contacts by importing an Excel file
We already talked about the address book and its many possibilities.
(Click on the following link to go to this separate article for more details: “Filters & actions").
In this article, we will talk about adding contacts to your address book by importing an Excel file.
By clicking on the import contacts icon on the right-hand side of the "Contacts" section in the address book, you can add your contacts by importing an Excel file.
The system will take you through an easy-to-understand wizard:
Upload:
Choose your file (Maximum of 10.000 rows for each Excel file) and determine if the first line of your Excel file is just data or the title of your column names.
Selection:
In this next step you will determine the following:
- Contact type: choose between "Employees" or "Business relations".
- Language: select the default communication language for your contacts, in case this value is not present in your Excel file as a separate column.
- Account owner: select the account owner that will be linked to the imported contacts.
- Mailing permissions: select the default mailing permissions for your contacts, in case this permission does not exist in your file. If you would upload existing contacts, and you wish to apply the default permission to all these contacts, please activate the right slider as well.
Note: this will overwrite the permission that already exists in the address book. - Imported contacts: identify data of your Excel file. Here you will determine the data of your columns and map it with the appropriate data field. Mail of your contact is mandatory. You can always decide to not import specific columns.
Excel validation:
In this step, the wizard will determine how many valid contacts there are present in the Excel file. We will indicate which contacts are duplicates or contain incomplete data. If this is the case, you can decide what to do with these contacts or see what is wrong, for example, "E-mail is empty".
Database validation:
In the fourth and final step, the wizard will determine how many new contacts there are in the Excel file and how many contain existing information. For existing contacts, we will show the detail and you will be presented with different options on what to do with these contacts. You could for example decide to not import specific contacts.
When ready, click on "Finish" at the bottom. These contacts will now be added to your address book.