How to Import Contacts

Step 1: Prepare Your Spreadsheet

1. Ensure that the data in the spreadsheet is clean.

2. Verify that there is a single header row in the spreadsheet.

3. Confirm that first name and last name are separated into two columns.

4. Optionally, name the phone field "mobile."

5. Format the phone number as desired (parentheses not necessary).

   NOTE: the headers in the spreadsheet will be generated as fields.

6. Export the cleaned document as a CSV file.

Step 2: Import into ConveYour

1. Open the ConveYour application and navigate to the Contacts page.

2. Click on "Import Contacts."

3. Select "Upload CSV."

   

4. Choose and upload the CSV file.

5. Check for matching fields: first_name, last_name, email, and mobile.

   

6. Click "Next" in the top right corner.

7. Review existing fields; new fields will appear if they do not exist already.

8. Decide whether to bring in the value for new fields or skip them (crossed out if skipped).

   

9. Click "Next" after verifying the contacts.

10. Add Options:
    a. Name your import (for reviewing the import report later)
    b. Toggle Button to "Only update existing contacts"

    c. Add a tag (default is "import_" followed by the date)
    

11. Click "Finish Import."

12. Wait for the "Success!" Message

    

Step 3: Review Your Import Report

1. Select "View Full Report" (see image above)

2. Confirm the data in the report
   

3. You can also select the "import" tag to view the list of contacts you imported/merged.