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 Create Excel-file for import and update 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:

Select the Company Module
Select the Import/Export tab
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.

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.