Contacts Upload

The contacts template export and upload facility enables a tenancy administrator to edit or add contacts to an existing tenancy, or to upload contacts to a new tenancy. 

The process is as follows:

• Click on contacts
• Expand the Export to Excel button 
• Select upload template format, this will download a template, if you already have a number of contacts set-up these will be included in the download file. 
• The Excel download has a fixed number of columns and headings which are used by the system to upload the title, first name(s), last name, email address, job title, company name, phone number, direct dial. 
• For all existing contacts in the list, there is a reference key, do not change this value as this is used by the system to match the line item in the Excel file to the contact entry.
• The title, first name(s), last name, email address, job title, company name, phone number, direct dial can be edited for the existing contacts in the list. Inactive contacts can also be set to active.
• New line items can be added to the template for these they will have a blank reference key, enabling the system recognises that they are to be added. Each new contact must have the word TRUE entered into the active column. 
• The name of the company for a new contact has to match exactly to an existing company name on the system. The template downloaded from a tenancy will have a note on the company column heading listing the names of the companies that are present on the tenancy. 
• Changing the email address for an existing contact does not change the email address of a system user account, the system maintains the internal link to the system user account which was based on the old email address. 
• Click on the upload button and select the completed template, the system will list those items that have changes, and new line items with the option to select all or to select specific line items to be added. 
• When uploading the contacts to a new tenancy please ensure any reference keys have been removed, the column heading has to remain in the upload file and the companies given to the each of the contacts have been set-up on the system.