Import or Update Contacts
- Serrano (Unlicensed)
- Marianne Gjøviken
- Brok Howard
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.