Importing Contacts

To import contacts in CTMS, follow the steps below.

1. On the Contacts screen, click on Import from the top menu bar.

   

   Figure: Select Import
2. On the Import screen, perform the following to import contact data. Refer to the numbers on the screenshot and follow the steps accordingly.

Figure: Import contacts process

1. Click on the Download Template button to get a specimen of the required format.
2. Enter the required details into each column by adhering to the naming convention, date, and custom field-related rules. Refer to the steps detailed in the Contacts import template.

   

   Figure: Contacts import template-Import Guidance

   

   Figure: Contacts import template-Contacts
3. Upload the file in .xlsx file format either by selecting the file or using the Drag & Drop functionality.
4. Click on Import once the file is successfully uploaded.