How do I import contacts? - Powered by Kayako Help Desk Software
Search for articles: To find answers to your questions, enter topics into the search bar below. For example, type: "How do I share contacts?" or "Notifications".


How do I import contacts?
Posted by The Team at Mindmatrix on 08 September 2015 08:26 AM

Before you begin, please make sure that your contact lists are in a CSV using one of the templates here

Once you have your CSV saved, you are ready to import contacts.

First go to Connections, then Import.

Connections Import

 

Click “Import” to import your contacts.

 

2015-07-24_1708.png

 

Next, you can choose which option you would like to use to import contacts.  Once you made your choice, click “Go”.

 

2015-07-24_1721.png

 

If you chose to import a CSV or TXT file, you will need to upload that document.

2015-07-24_1728.png

 

Drop your file to upload or click on the box to find a file on your computer.  Once you have selected your file, click “Done”.

 

2015-07-24_1731.png

Choose your file that you would like to import and click “Next”.

 

Choose Speadsheet to Import

 

You will need to map your fields.  You must have either an email address or mobile number in order to import the list.  By default, the software will add these contacts to a recipient list called "Import [Date] [Time]". To create a new recipient list or add your contacts to a recipient list, click on the "+" icon.  You can add contacts to more than 1 recipient list. 

Choose Recipient List

 

Select a recipient list that has already been created or you can create a new recipient list.

Choose Recipient List

 

If you are creating a new recipient list, create a name for your list and click "Save".

New Recipient List

Once you've selected your recipient list, click "Select" in the bottom right corner of the window.

To remove the original recipient list, click on the "X" icon to remove it.  

Remove Recipient List

If you would like to update contact data with this list import, select the checkbox next to "Update current contact data?".  This allows you to bulk update contact records.  Please keep in mind that if you have a CRM integration set up, the CRM record is the master record, so if you need to update contact records, please do so in your CRM.

Be sure to verify that all contacts are opted in to receive emails from your company.  

Once you have completed these two steps, click "Finish".

Interested in learning more about Mindmatrix software? Join our email list to get the latest software release notes, videos and how-to articles.


Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please enter the text you see in the image into the textbox below (we use this to prevent automated submissions).