Settings > Office > People - Import

Importing contacts - Use the Import your contacts csv file to build your database

TABLE OF CONTENTS

Clean your csv file

Use any online website to clean your csv file before trying to import.

e.g.  https://open-innovations.github.io/CSVCleaner/


Select your csv file to import

Click on the New button 

Click on the Select file and browse to your csv file 

Only file types .CSV can be imported


The file will be processed and imported 

If the file is a large file it will take a few minutes to upload

Match your fields

Once the file has been imported the next step is to match each field to the field in OSL


Some fields will automatically be matched if the names are the same.

Notes 

The notes field is special, because you can link multiple fields to the Notes field. If you can't see a field for your source data then select the Notes field.


An Contact Last Name compulsory requirement


Attach to a Agent in your office

When you have finished mapping your field select the Agent that you want the contact to be attached too.

You can choose to attach to the Office  

Add to a Contact Group

You can add each contact to a Group 


Exclude Duplicates

By default duplicate contact will not be imported, the contact email address is the test to see if the contact is already in your database.

If you select Exclude duplicates the import process will take a lot longer as each contact is checked to see if their email address is already in your database.

Import

When you are ready click on the import button 

Grab a cup of tea - the import can take a long time if you have a file with many contacts and or column's 

Remove a database

If you are not happy with the results of an import you can click on the delete button to remove a imported database.

  • A Contact Last Name is compulsory - you must always link the Last name field.
  • You can Link multiple field to the Notes field
  • If you incorrectly link a field you can remove the link by selecting the space at the top of the drop down