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Option | Description | ||||||||||
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Import contacts | This section allows to choose the source you want to import the contacts from,e.g. a CSV list, another web user.
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Contact type | This section allows you to select the type of contact you want to import, e.g. account code, phone number.
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Import options | This section allows you to select the category you want the contacts to be included and how to handle duplicated entries or other conflicts with the existing contacts.
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Data entry | Paste the CSV list in the box provided and click
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Import preview | This section gives you a preview of the imported contacts and allows you to select the delimiter you want to use to separate the two columns:
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Contact category | This section allows you to select or define the column(s) that will make up each category.
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Contact phone number | This section allows you to choose or define the column(s) that will make up each phone number.
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Contact name | This section allows you to choose or define the column(s) that will make up each name.
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Ready to import | This section notifies you how many records are valid and ready to be imported.
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The contacts will now be added to the list. Click on the
Buttonmacro | ||
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