3. Map Your Fields

Tell the system which field it must apply to each column of your data. The system will assign fields automatically, but if the wrong field has been applied, click the drop-down menu on the field name and choose the correct one. Any column without a field assigned to it will be excluded from the import.

When you’re happy with the fields assigned to your import, click Continue.

*Important

• If you’d like to use a custom ID to identify your contacts (e.g. pet’s name), create one before you start the import. To use it in this step, select the My unique ID radio button in the left-hand Properties panel and choose the correct field from the drop-down menu.
• If your first row is made up of field names, un-check the “Import first row” radio button so that the system doesn’t import it.
• If you copied and pasted your data in, specify the type of delimiter you used to to separate the contact data.
• If any of your contacts don’t have info in your included fields (e.g. mobile number, email address), they will be excluded from the import.
• If you use a company’s landline number for multiple contacts and designate it as a mobile number, they will be tagged as duplicates and excluded from the import. This is because Mobile Number is treated as a unique identifier by the system.

Import with a Unique ID

You can import your contacts using your own unique reference number as their unique identifier in the system. You’ll be able to search the database, view contact reports, and update contact details using this number. Create a custom field for this unique identifier before starting the import.

Follow these steps to use a unique identifier:

• Select My Unique ID in the left-hand Properties.
• Select the field that contains your identifier from the drop-down menu.

Importing Multi-Value Custom Fields

To import contacts with multiple-value custom fields, the fields must exist as custom fields set to Multiple Value before they can be imported with your contacts.

*Important

• Use the sanitised name found under Custom Fields as the import values. You can comma separate them to apply more than one option.
• In the import document, each multi-value option must have its own column. Before importing, set the value in the file to either on / true for true, or off / false for false.