Contact Import

You can create Customer contacts by importing an XLSX file.

The import is carried out on the forms of the Contact Import table (crm_contact_import). Import results are saved in the Contact Import Result (crm_contact_import_result) table. Information about the imported files is stored in the Import File Info (crm_import_file_info) table.

tip

Roles required:

Table	Create	Read	Update	Delete
Contact Import	admin users with CRM roles excluding crm_read_admin	admin users with CRM roles	admin users with CRM roles excluding crm_read_admin	admin crm_admin
Contact Import Result	admin	admin users with CRM roles	admin	admin
Import File Info	admin	admin users with CRM roles	admin	admin

Create an import

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To create an import, follow the steps below:

1. In the agent interface, navigate to CRM → Settings → Contact Import.

2. Click New and fill in the required fields.

3. Click Save or Save and exit to apply the changes.

4. Upload an XLSX file with contacts in the Import contacts widget. You can download the XLSX template from the widget.

   caution

   • To import a contact, specify the correct values in the First name and Last name fields. The contacts with empty cells or cells with incorrect values in the columns will not be imported.
   • The values in other columns are not mandatory. The contact will be imported with empty cells or cells with incorrect values in the columns.
   • Use the following columns to link contacts to companies:
     • Company name,
     • Company ID – you can specify the unique record ID.
   • You can reupload the file. The current file will be overwritten.

5. Click Import contacts.

6. In the modal window that opens, click Import to confirm the action and wait for the processing to complete. During the processing, you can reload the page and switch between browser windows.

While the import is in progress, the Import Results related list is populated with records containing information about the import and a link to the imported contact.

After the import is finished:

• The imported file is saved in the .xlsx format in the attachments on the current contact import form.
• The following fields are completed automatically on the created Customer Contact forms:
  • User if Last name, First name, Mobile phone, and Email of the existing user match the values of the corresponding columns in the imported XLSX file,
  • Company if Company ID, Company name or company email domain of the existing user match the values of the corresponding columns in the imported XLSX file,
  • Manager – the field is completed with the value from the Manager field on the employee's form who is specified in the User field.

Contact Import form field

Field	Mandatory	Description
Name	Y	The field shows the name of the import specified when creating its record.
Marketing campaign	Y	The field shows the Marketing campaign specified when creating its record.

XLSX template columns

Column	Mandatory	Description
Last name	Y	Specify the last name of the contact. Allowed length: 2–80 characters.
First name	Y	Specify the first name of the contact. Allowed length: 2–80 characters.
Middle name	N	Specify the middle name of the contact. Allowed length: 2–80 characters.
Company name	N	Specify the name of the company the contact works for. Allowed length: 2–80 characters.
Company ID	N	Specify the company's unique record ID consisting of 18 digits.
Job title	N	Specify the job title of the contact. Allowed length: 2–80 characters.
Contact preferences	N	Select the preferred contact method. Available options: Any Work phone Mobile phone Email Telegram WhatsApp Viber
Do not send emails	N	Select whether it is recommended to send emails to the contact. Available options: Send Do not send
Do not call	N	Select whether it is recommended to make phone calls to the contact. Available options: Call Do not call
Work phone	N	Specify the work phone number of the contact. Allowed length: 2–80 characters.
Mobile phone	N	Specify the mobile phone number of the contact consisting of 11–13 digits and any number spaces and special characters: (, ), -, +.
Mobile phone 2	N	Specify an additional mobile phone number of the contact consisting of 11–13 digits and any number spaces and special characters: (, ), -, +.
Email	N	Specify the email address of the contact. The value must satisfy the email.validation.reg_exp system property.
Email 2	N	Specify an additional email address of the contact. The value must satisfy the email.validation.reg_exp system property.
Other contacts	N	Specify other contacts. Minimum length: 2 characters.
Serial number of certificate	N	Specify the serial number of the certificate. Allowed length: 2–80 characters.
Timezone	N	Select the timezone. Available options: -12–14.
Language	N	Specify the language of communication with the contact.The value must match one of the available options in the Name column of the Language (sys_language) table.
Birthday	N	Specify the birthday of the contact. Date format: dd.mm.yyyy not before 1910.
Notes	N	Add a comment. Minimum length: 2 characters.

Contact Import Result form fields

All form fields are completed automatically.

Field	Mandatory	Description
Display name	N	The display name consists of the last name and first name of the imported contact.
Description	N	The description of import error or a list of existing contacts that refer to the same users as the imported contacts.
Created contact	N	The link to the imported contact record.
Import	N	The link to the import record.
State	N	Import state. Possible values: Contact created Error
Row number	N	The number of the row in the XLSX file with the imported contact information.