Adding Multiple Contacts

Last Updated: Jul 20, 2017 04:20PM BST

Import Contacts

Mass upload new companies, contacts, and travel addresses into your system.

Importing New Contacts

Download and fill out the Contacts Template. Please note that you cannot move or delete any columns in these templates.

  • ​Under "New Import" select your "Import Type" from the drop-down menu.

  • Browse for your Excel template and select the "Import" button.

  • If there are any errors you will be redirected to the relevant sub-tab to process the errors.
     

NOTE: These importing errors will remain in these sub-tabs until they are either processed or deleted and are user-based.

NOTE: In order to process all errors, you will have to go through the list one by one, make the necessary corrections, and click "Validate and Continue" to remove them from this holding area.

Once you complete your import, the Contacts will automatically publish to your database.

 

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