Contacts Import

This page explains how to use the Contacts Import option.

Overview

You can add/or update Contacts in bulk using the Contacts Import option.

As of version 5, for security reasons, users are no longer imported in bulk. You must first import Contacts as items and then use Edit commands in the Contacts register to upgrade them to Users.

Refer to the register page for general instructions:

Imports

Import File

A CSV format file is required with the correct field mappings.

Refer to the Import Field Mappings section in the Import Instructions section for the latest import file requirements.

Import Steps

To import the file:

1. Refer to the general instructions in Imports.

2. In the General section select Type: Register Items

3. For Parsing Rule: select Contacts Import

4. Under Import File: use the Add file button

5. Save and Check Results