How To Do a Contact Import#195

Importing DataContact Import Tool

WORK[etc] features a simple import tool that automatically recognizes many column headers.

To begin, you need a CSV or an XLS with your data in it.

Please note that if you are a foreign customer, you will need to ensure that you import via XLS, as CSV sometimes loses character formatting.

To see what column headers are automatically recognized by our system, so that you don’t have to manually select them please see this article.

You can also set up specific tags for your contacts within the spreadsheet so that those contacts will automatically have those tags upon import. There are 2 methods for doing this (discussed below), and each can be used alone or in conjunction with each other. If a tag is entered on the spreadsheet that is not in WORK[etc] currently, it will create the tag when importing. In addition, you can also enter up to 4 comments to be imported with each contact record.

1  Create a column called "Tags", and enter the names of the tags for each customer, separated by a comma.
2  You can also create a column for each tag, and put a "Y" in the appropriate tag column for each customer
3  Enter up to 4 comments for each customer to show in their activity history.

Once the .XLS or .CSV file is ready, go to Contacts > Import from File and select your file.

1  Select the correct worksheet from the file.
2  Select the contact type (people, companies, employees) for this import.
3  Decide if you are going to skip any contact records already existing in WORK[etc], or update them (which may override information already in WORK[etc].
4  Verify that your column assignments look correct and choose any column headers that do not recognize automatically.
5  You can select additional tags from here to be added to the contact record upon import.

Once you have imported your file, you can verify that the tags and comments show on the contact record.

For tags:

1 From within the contact record, click on the Tags tab.
2 Both tags from the spreadsheet have been added to the record

For Comments:

1  Click on the Activity History tab.
2  Click on Comments.
3  The comments from the spreadsheet will show here.

Reference: A List of Contact Import *.csv or *.xls Headers Detected by WORK[etc]#10: Complete list of all field types WORKetc can auto-match when importing contacts.
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Reference: What Contact Fields Can I Import Data Into?#227: Shows you what contact fields you can import data into
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