Where to find the Contact Import Template?

Where to find the Contact Import Template?

  1. Click Dashboard
  2. Click Contacts Module
  3. Click Contact Import (bottom left side menu)
  4. IMPORTANT: Ensure to read through the notes for the import file on the page.
  5. If applicable, select one or more groups
  6. Click Generate Template button
    • This will save a .csv fie to your downloads folder

    • Related Articles

    • How to Import Contacts?

      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 ...

    • Why did my contact import fail?

      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 ...

    • How to Import Contacts into a Group?

      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 ...

    • Import Session Chairs into the Program

      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 ...

    • How to Import Sessions into the Program

      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 ...