Importing a comprehensive contact list is a cornerstone of effective database management. When done correctly, it ensures your contacts are organized with the best data, facilitating more efficient business operations.

IMPORTANT: If you're not an Admin User, you won't have the ability to import/export contacts. You can adjust your User Settings by visiting: Settings > My Staff > Team Management.

What You'll Need:

• A .csv file with the contacts you want to import

Step 1: Prepare Your .csv File

• Row 1 of the file should have essential headers such as ‘first name’, ‘last name’, ‘email’, ‘phone’, ‘additional phones’, ‘tag’, and so forth.

• When adding multiple phone numbers for a single contact, list them in the "additional phones" column. This feature allows you to manage multiple phone numbers seamlessly.

Step 2: Import Your Contacts

1. Two options exist for adding contacts:

• Manually create a contact by clicking the “+” sign in the top left corner.

• Or, use the import icon (an upward-pointing arrow) to introduce contacts via your .csv file. Choosing “Import Contacts” lets you batch-import, which is both time-efficient and effective.

2. If the Import/Export icons are not visible, ensure that a user profile has been created under Settings --> Team Management. Need help? Please Contact Support.

3. Upon selecting 'Import Contacts':

• Click “Upload a file” or use drag-and-drop.

• Map fields to specify how the data will fit into TekMatix’s fields.

  • A green check indicates a ready-to-import field.

  • "Column Header From File" denotes which .csv column gets imported.

  • "Contact Fields" indicates the target field in TekMatix. Most general fields are automatically recognized. Manual mapping might be necessary for custom fields or unconventional headers.

  • The "Additional Phones" column can be mapped for importing multiple phone numbers. Separate them using commas, slashes, or semicolons alongside the primary “Phone” number column.

  • For multiple emails, separate them and map them to the "Additional Emails" field.

4. Proceed to tab 3:

• Assign an import name or let TekMatix default to a date-time format.

• Opt to create a “Smart List” for these contacts, if desired.

• Under the “Advanced” tab, you can:

  • Decide on a strategy for duplicates.

  • Add tags or decide the criteria for identifying duplicates.

  • Activate the “Add to Workflow/Campaign” option if needed.

  • Validate emails (charges might apply).

• Finalize by clicking 'Submit'.

Step 3: Validate the Import

• Refresh the Contacts page.

• Navigate to Contacts > Bulk Actions to verify the import's status and details.

NOTES:

• Every contact record should have at least one phone number or email address for a successful import. Just listing names won’t work.