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Import contacts

This feature will allow you to import contacts from a text file. Import contacts option is available on the left side menu. You have two options while importing contacts.

OPTION 1. Import Contacts (From a File)

To import contacts :

  1. Select Import contacts.
    import contacts
  2. Select the code page. Default and recommended option is UTF-8.
    Other available code pages are ISO-8859-1 (Latin-1), ISO-8859-2 (Latin-2), ISO-8859-5 (Latin/Cyrillic), CP1250, CP1251, CP1252.
    code page
  3. Select file to be imported. If a file contains header check 'file contains header' check-box.
    select file with contacts
  4. Select groups to which you would like to add imported contacts.
    select tags
  5. Map fields in your file with fields in Contacts and press PREVIEW and then IMPORT button.
    preview import contacts

Contacts templates

Survey | Contacts template (Google docs) Download
Survey | Contacts template (Excel) Download
 

OPTION 2. Import Contacts (Text Area)

This feature allows you to copy - paste list of addresses directly into the system.

To import contacts :

  1. Select  Import contacts.
    import contacts
  2. Select paste import method.
    paste import method
  3. You can also add imported contacts to selected tags (groups).
    select tags
  4. Use text area to paste contacts. You can do copy - paste from a text file.
    paste or enter contacts
  5. Map fields in your text area with fields in Contacts and press PREVIEW and then IMPORT button.
    preview import contacts

NOTE. For easier contacts list import we recommend to prepare a file with the following structure:
Email; First name; Last name; Phone; C1; C2; C3; C4; C5; C6; C7; C8

Example

john.smith@companyname.com; John; Smith; 48501501501; New York; IT Specialist


List of import file elements
 
Field name Description
email Email.
firstName First name.
secondName Second name.
phone Telephone (in format xxxxxxxxxx or 48xxxxxxxxx).
custom1 ... 8 Custom fields 1 ... 8
languageSymbol Language. ISO format.
relationKey 360 | Relation key.
self 360 | Self-assessment.
coworker 360 | Peer.
manager 360 | Manager.
customer 360 | Customer.
subordinate 360 | Direct report.