Import or Update Contacts

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 https://drofus.atlassian.net/wiki/spaces/DV/pages/2604400657  to better understand how to prepare an excel file from dRofus that could be used in this process.

To import or update Contacts for companies:

Open

1. Select the Company Module

2. Select the Import/Export tab

3. Select “Import/ Update Contacts”

Open

Read more about how to fill in information: https://drofus.atlassian.net/wiki/spaces/DV/pages/2605088793

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. 

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

Once all of the columns have been mapped select import.