Follow the steps below or watch this video tutorial to learn how to import contacts into your relationship manager.
1. Click Relationships in the main toolbar on the left side of the screen.
2. Click Import Contacts in the upper left corner.
3. Drag and drop the file you want to import into the grey box displayed on the import page. The file must have headers that can be matched to fields within the relationship manager (first name, last name, address 1, address 2, city, state, postal code, etc. )
Note: The SendOutCards system will only support TSV, CSV or Tab-Delimited file types.
If you’re using Numbers, it will not automatically export to a TSV, CSV or tab-delimited text file, but you can convert the contents of a single Numbers table to such a file by exporting the file as a TSV and then uploading it.
A sample file is available for download by clicking the option above the grey box:
4. Once you select a file to import, the system will preview your data. This will allow you to match your column headers with the SendOutCards Relationship Manager fields. Once you have matched all of the fields needed, scroll down and click Next.
The system will scan your file to identify any missing required fields in the contacts you are importing. The SendOutCards Relationship Manager requires the following fields for each contact:
The following fields are not required, but are supported by the import system:
-Birthday (MM/DD, MM-DD, YYYY/MM/DD, YYYY-MM-DD)
-Group (The import tool will create a group, and import the contacts directly into the group specified)
-Spouse First Name
-Spouse Birthday (MM/DD, MM-DD, YYYY/MM/DD, YYYY-MM-DD)
-Once the system has scanned the file, all contacts in your file will be displayed. If the contacts are complete, you can then use the checkboxes to select the contacts you wish to import. Once selected, click Import.
-If there are contacts with missing required fields, the invalid contacts will be displayed above the complete contacts. The missing required fields will be shaded pink. You can click on the shaded fields to add the missing data into the required fields. Once the data is entered and saved, the contact will be moved to the ready to import list. If you choose not to add data to the required fields, the incomplete contacts will not import. Once you have edited all the incomplete contacts, click Import.
5. When the contacts are uploaded, a confirmation screen will appear.
Please note: you can download most contact info from your CRM
How to Format Zip Codes that Begin with a Zero
In parts of the US, Zip Codes start with the number “0”. The default for MS Excel is to drop the first zero unless you change the formatting of that column. In order to fix this, you will need to format your spreadsheet column for Zip Codes. Please follow the steps below to make this change.
Note: the following fix is for US Zip Codes only
- On your spreadsheet, highlight the column you wish to change to ZIP CODE Format.
- In the Home tab of the navigation bar, find the number format section. Locate the drop-down box with the default text of General.
- Click on the drop-down box and select More Number Formats. This will open up a new window.
- In the field on the left side, there are categories. Select Special. This will bring up options on the right side.
- Select ZIP CODE.
Be sure to look over your data to ensure the zip codes are accurate.