This article will get you started with importing Contacts and Contact Details with your spreadsheet.
Before You Start:
- Ensure Correct Workspace: Make sure you’re in the correct workspace before starting your import. Data imports to the workspace you're currently in.
- Single Sheet Import: The import feature will only read the first sheet of your Excel file. For multiple sheets, import them individually or create separate files with one sheet each.
Step 1: Access the Import Tool
- Go to the "Import Data" feature under the Tools menu.
- Select "Contact" as the type of import.
Step 2: Choose How to Handle Duplicates
- You’ll be asked if you want to Merge Records.
- Merge Duplicates: This will combine imported contacts with existing contacts that match in your account by their e-mails.
- If these are new contacts, you don’t need to select Merge.
Step 3: Prepare Your Spreadsheet
- Make sure your spreadsheet includes all necessary contact details (e.g., Name, Email, Mobile, Location).
- If you're using Custom Fields (like Birthday, Date of Hire), ensure these fields are already created in your account before importing. You can learn more about adding custom fields here: Adding custom fields to contacts | Expiration Reminder Help Center
- Drag and drop, or select Excel spreadsheet from your computer.
The spreadsheet we are using for this tutorial is below.
Step 4: Select Your Header Row
- Choose your spreadsheet’s header row (usually Row 1).
Be advised: the Expiration Reminder import feature will only be able to detect and read the first sheet of a spreadsheet. Any additional sheets will need to be created as a separate excel file.
Step 5: Map Your Columns
- On the Mapping Screen, match the columns from your spreadsheet to the contact fields in your account. Only map the fields that are relevant to your import. Required fields must be mapped correctly.
- Not all columns need to be mapped. If you don’t want to include certain columns, choose "Ignore this column" from the dropdown menu.
Step 6: Review for Errors
- Review the next screen for any errors detected by the system or any final edits you'd like to make.
- Correct any issues before proceeding (e.g., missing dates). Issues (if any) will be highlighted in red and will prevent you from continuing.
Step 7: Complete the Import
- Continue to the final stage to import your data.
- The import process will run in two stages: Processing Data and Uploading Data. The time it takes will depend on the size of your spreadsheet.
Step 8: Verify Your Import
- Once you receive the confirmation email, check your account to ensure all data was imported correctly.
Final Tip: Always double-check your data after importing to confirm everything is accurate.
Happy Importing!
