Importing Contacts

Learn how to import contacts.

Updated: August 22, 2024

1. Navigate to the Contacts tab.
2. In the icon menu, click on the import contacts button.   
3. Upload your .csv file. Use our Vintory Data template here.
4. Map your file to the contact field properties.  Once completed, click Next to continue.
   
   
   
   
5. Complete the Details. Expand the Advanced window to complete additional details.
   • Import Name (by default it will put the date and time).You can make adjustments to the title if needed.
   • What do you want to do with contact/s in the .csv file? Select one of the three options.
     • Add New and Update Existing Contact Records
     • Add New Contact Records
     • Update Existing Contact Records
       • Select your preferred primary method for finding /skipping existing contacts (email or phone).
       • Add a secondary preference if needed.
       • Select "Don't update empty values for existing records" (if desired)
   • Add Tags (if desired) - (Ex: May 2023 import, Miami, waterfront, etc.)
   • Add to Workflow/ Campaign (if desired) - toggle this on and select the desired workflow you wish to enroll them into automatically upon upload.
     
     

Click Submit to finalize the upload.