Multiple people or satellites can be imported into Contacts or directly into Projects. To import multiple records, select the Import CSV button at the top of the page in the Contacts, Participants or Satellites menus.
CSV stands for Comma Separated Value. A CSV is a simple file format used to store tabular data. CSV files are commonly used and many programs have an option to export data into a CSV format. There are various ways to create A CSV (comma separated value) file, e.g. saving a spreadsheet in CSV format or exporting Outlook contacts as a CSV file.
In the CSV file, place headings across the first row and relevant data in the column below each heading.
- The required data for importing contacts or participants is First Name or Last Name or Email Address. Note, if you don’t enter an email address, you will need to manually provide the participant with the login link.
- The required data for importing satellites is Name. An email address is optional.
- Optionally, Tags and other information such as Organisation, Job Title may also be added for individual records.
So, for example, create columns in the CSV for First Name, Last Name, Email Address and Tags. The CSV file may contain additional columns of data generated when it as created. There is no need to remove that data or to move the columns. During the import process you can choose which column to use for First Name, Last Name and Email Address, etc.
Step 1. Select the CSV file
Select the CSV file and click Next.
Step 2. Assign fields
At the top of each column, select the relevant column type (e.g. First Name, Last Name, Email Address, Tag, etc.). Then click "Next".
Step 3. Check and enter additional information
If the CSV file contains a heading row then select the "Don't import the first row" Check Box. Complete the information in the additional fields and select a tag or tags for the contacts.
Finish the Import
Click Finish and the list will be imported.
When importing into Contacts duplicate records will be detected and will not be imported.
When importing participants or satellites directly into Projects duplicate records are allowed and will be created in the project.
A message will appear to confirm the results of the import.
What happens after import
After importing contacts they will appear under "All Contacts" as well as under the tags assigned during the import process. When importing records into Contacts, duplicate records.