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Importing contacts from an Excel file
Importing contacts from an Excel file
Contacts can be added in bulk from Excel
Andrea avatar
Written by Andrea
Updated over a week ago

This operation can be done from two different contexts:

  • in the Contact section - button "Import from Excel"

  • inside an Event - button "Add attendees > Import from Excel"

The procedure is as follows:

  1. Download the file template.xls as a reference, from the link in the page

  2. Pay attention to the column title and order of the .xls template

  3. Please notice that Name, Surname, Country are mandatory fields

  4. Create a different Excel file for each Area

  5. Paste your data in the file, by respecting the column order

  6. Upload the file (accepted format .xls)

A preview will appear, where you can check your data and correct possible before importing:

Once you've fixed all blocking issues, the button "Import contacts" up on the right will become available. Just click it, and you're done!

Please notice that if some people are already in your Contacts data-base, they will not be duplicated: their data will be just updated in case you have changed something (for instance email or job title).

When importing contacts, the fields Title, Name, Surname, Job Title will be automatically Capitalized (first letter in uppercase, remaining letters in lowercase).

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