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Group Maint : Import : Contacts

To Import Contacts for the first time, please use the Contacts Import Template located at the top of the Import Maintenance (Contacts) Screen.

 

When importing Contacts and using the Contact Import Template, you must enter a valid first and last name for each. If you are comfortable with the data you have for each Contact, you can add that information to the import as well. 

Be sure to have an email address for each Contact, as this will be used when sending out Automated Emails to Team Contacts and when creating the username/password for the Team User once they are imported.

To create a username for new Contacts, make sure to associate the contact with a Team in the Import Template.  Go to Group Maint : Users : Additional Options : Click to Create Login for all Users Without a Current Login.



 

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