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Import Contact(s) from CSV

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Details

 

You can import a .csv file of your Contacts if you wish. The file you use should contain header rows and you will map your columns in the spreadsheet to fields with SI 2016. If you would like a template .csv file in which to paste your data, you can enter one Contact manually in SI 2016 and then click the [CSV] button in the Export section of the ribbon in the Contact Explorer:

 

 

You can then delete the record from the spreadsheet and use this template for your import since all columns will automatically mapped

Steps

 

  1. In the Client Explorer, click the [CSV] button in the Import section of the ribbon.

 

 

 

  1. You will be prompted to browse to your .csv file:

 

 

  1. Once you've selected your file the Map CSV File form will open:

 

 

You will need to map the columns in your CSV file to Contact Fields in the SI 2016. Some fields will be pre-mapped if they are an exact match or if they are a close match. When you click the Map button next to an item you will then be able to select the appropriate field or you can unmap any field by clicking the [None] button on the form:

 

 

 

  1. The Import Contacts from CSV form will open:

 

 

Select the Clients you wish to import then click the [Import and Close] or [Import] button:

 

 

Last modified
15:29, 2 Mar 2016

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