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 allows you to enter contacts manually.

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.
   
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.

NOTE. If you are updatking contacts details other than email, we recommend to select Overwrite contacts option. This way the system knows it needs to replace contacts detials stored in the address book. Collected data and reports will not be affected.

Download contacts templates

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

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; … ; C40

Example

[email protected]; John; Smith; 48501501501; New York; IT Specialist

List of import file elements

Field name	Description
email	Email.
firstName	First name.
lastName	Last name.
phone	Telephone (in format xxxxxxxxxx or 48xxxxxxxxx).
custom1 … 40	Custom fields 1 … 40.
language	Language. ISO format eg. PL, EN, DE.
self	360 | Self-assessment email.
coworker	360 | Peer email.
manager	360 | Manager email.
subordinate	360 | Direct report email.
customer	360 | Customer email.
supplier	360 | Supplier email.