Importing contacts

Many companies maintain their client's contact information in an excel sheet. However excel becomes an inadequate tool for the purposes of tracking interactions, follow ups and managing the sales pipeline.

Importing contacts from CSV file

Before we import contacts here are a few things to check in your CSV file:

The column names in the first row would be utilized by CSV importer to map to relevant contact fields. You could change or modify the default mapping.

Column	Information
Name	[Required] Name of the contact
Description	[Optional] More information to add about the contact
Picture Url	[Optional] Image of the contact
Is Organization	[Optional] Either True or False (A contact can be associated with a parent contact only if parent contact is marked as Is Organization)
Parent Contact Name	[Optional] Name of the Parent Contact, only enter this field if you want to associate the current contact with the parent organization. (Note: Parent Contact need to be entered in one of the above rows)
Title	[Optional] Position of the current contact in the organization
Emails	[Optional] Incase of multiple emails, separate them by a comma
Phone Numbers	[Optional] Incase of multiple phone numbers, separate them by a comma
Address	[Optional] Address of contact
Projects	[Optional] Projects with which the contact should be associated. (Incase of multiple project names, separate them by a comma)
Tags	[Optional] Tags to be associated with the contact
Create Task	[Optional] Either True or False (If True, a task would be created for the imported contact)
Assignee	[Optional] Assigns the created task to the email-id specified. (Ignored if Create Task flag is False)

To import:

1. Click on Import from CSV option in the dropdown menu besides All accessible contacts in the header.

2. Upload csv file.

3. You would be asked to associate columns to the right input name for SmartTask.

4. Click on the Done button. SmartTask imports contacts in the background.

5. Refresh by pressing F5 after a few minutes, new contacts would have been created.

CSV Import Note: If the import encounters same phone number or email-id it would skip creating that contact (and task) to avoid duplicates.

Task Creation Note: If task creation option is enabled. Tasks would be created in the ProjectId that is mentioned in the individual contact row.

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Example Contact Import CSV.csv

Importing Contacts from Google

Google automatically syncs contacts from your mobile and email data. This makes Google contacts an ideal medium to import contacts from.

To import:

1. Click on Import from Google option in the dropdown menu besides All accessible contacts in the header.

2. Upload csv file.

3. You would be asked to associate columns to the right input name for SmartTask.

4. Click on the Done button. SmartTask imports contacts in the background.

5. Refresh by pressing F5 after a few minutes, new contacts would have been created.