View the purpose of the Contact UUID when updating existing contacts article - click here.
Click Dashboard
Click Contacts Module
Click Contact Import (bottom left side menu)
If importing members or individuals into specific group(s), select applicable group(s) in the listing and click Generate Template
If not importing to specific group(s), click Generate Template
Excel should automatically open the template file
If it does not open automatically, locate the saved template in your downloads folder and open the file in Excel.
Copy and paste data into the file under the proper columns. IMPORTANT NOTES:
If you are not using the UUID, leave this column empty; if in doubt, leave empty
Email field must only contain 1 email address AND must not be left blank
Make sure there are no hidden spaces, tabs, line breaks before or after the email address or any of the data supplied in the file
How to remove tabs in data
Resave the file as .txt file type / UTF-16 unicode .txt (for MAC)
Open the file in a text editor e.g. Notepad / TextEdit (for MAC)
Search and Replace tab characters with commas (Hint: copy and paste a tab character from a word document into the search field)
Save file as .csv with UTF-8 encoding / .txt and rename extension to .csv (for MAC)
Importing values that are pre-defined in X-CD?
Radio, Drop down and Check Box field values must match exactly (case-sensitive). e.g. Country field is pre-defined list of options in X-CD, the country value in the import file must match with proper capital lettering in the name.
In addition, Check box fields that allow more than 1 value, the values in the import file must be separated by a comma
UPDATING EXISTING contacts?
Only populate the email address and fields to be updated in the import file
Importing members / specific group
Enter a value of '1' under the column for member group / specific group
Populate the expiry date column for each member in format of mm/dd/yyyy e.g. 11/30/2020
e.g. Full Member - in the full member group column, there should be 1 for each row that corresponds to a Full Member
Full Member expiry - should contain the expiry date
Number of contacts = rows in the file?
Your file cannot exceed 3400 rows of data; if you have more than that - you must split your data into multiple files
Save file.
If using special characters (e.g. accented characters): SAVE-AS FILE WITH UTF-8 ENCODING / UTF-16 Unicode (For MAC)
Ensure to keep the file formatted and save as CSV.
For PC's, use Save as File Type CSV UTF-8 (*.csv)
For MAC's, refer to above steps to remove tabs in the file and saving to .csv format
Return to Step 1 to 3 and click Already have your template? Skip to Step 2 to Upload import file.
You may also choose the following options:
Update Contacts? - Check this if updating existing contacts in the system
Update if field is blank - If checked, if the field in the import file is a blank in the import file then this will overwrite the current data on the contact profile with a blank
Email New Contacts - if checked, this will send an email with login information to new contacts
Attach the csv file by clicking browse and select the import file
Click Upload file
The next screen will display a one-to-one match of the contact profile fields and import file data as an example
If this is correct, click Import Template
The import file will be processed at 50 rows per minute and you will receive an email once the import has completed.
Click Dashboard Click Manage Groups Click Manage button beside the group to edit Click Batch Operations tab Click Download Template link under the Batch Group Import section and follow the on-screen instructions on how to populate the file. Once the ...
The import will fail if any of the following circumstances are encountered Column heading name(s) in the template were changed Columns in the template were deleted Columns in the template were moved Upload file contains more than 250 rows File format ...
NOTE: This will move all items (e.g. author, abstract, review, registrations, member dues, groups, etc.) over to the master contact profile and then delete the duplicate contact profile in the Contacts Module. The information in the Master Contact ...
Use this to import individuals who are tied to a specific chair role into the Program for each Session Click Dashboard Click Speaker module Click Program button Click Import in the horizontal menu and select Import Chairs Click the Import template ...
NOTE: Do not run the import sessions multiple times with the same data; otherwise, it will create duplicates. Do not import sessions that already exist as this import will not update sessions. Only use to import NEW sessions. If you have more than ...