Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Excel

A prepared Excel Spreadsheet with the relevant data is required in order to import or update a company. The file should include Contact persons name, and any other fields in order to update existing Contacts data. 

Review Exporting data to MS-Excel and MS-WordCreate Excel-file for import and update  to better understand how to prepare an excel file from dRofus that could be used in this process.

Image Removed

...

To import or update Contacts for companies:

...

  1. Select the Company Module

  2. Select the Import/Export tab

  3. Select “Import/ Update Contacts”

...

Read more about how to fill in information: Introduction: Import/update with Excel-file

Import, Update or both

Select to either:

  • Import New

  • Update existing

  • Import new and update existing.

...

If Importing New, the Excel file must have a column identifying the Contact person ID. 

Image Removed

Then, determine which unique key will be used to identify the Company if necessary. A Company is required to import or update Contacts data. Image Removed

...

Once all of the columns have been mapped select import.