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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.

Simple

This option alows you to enter contacts manualy.

  1. Press + ADD CONTACT button.
  2. Select Simple.
  3. Enter contact.
  4. Press SAVE button.

Paste

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

To import contacts :

  1. Press + ADD CONTACT button.
  2. Select Paste.
  3. Select tags to which you would like to add imported contacts.
  4. Press PREVIEW to map data in your contact list and then SAVE button.

Import file

To import contacts :

  1. Press + ADD CONTACT button.
  2. Select Import file.
    Import file
  3. Select a file to be imported.
  4. Select tags to which you would like to add imported contacts.
  5. Map fields in your file with fields in Contacts and press SAVE button.
     

Download contacts templates

Survey | Contacts template (Google docs) [D] Download
Survey | Contacts template (Excel) [D] Download


 

NOTE. For easier contacts 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

[email protected]; 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.