Good to know 💡: Only administrators can import a CSV file.
You can import your contacts from a CSV file directly from your Qomon web platform.
You can do this from your people database or from the settings of your space:
Click People database > Import
Click Space Settings > Imports > Import
Importing contacts from a CSV file in only 5 steps:
Step 1: Select the file you want to import
In this step, you need to select the file you want to import.
Step 2: Configure your CSV file settings
The system has received your CSV file, now it needs a little help to import it correctly. 😉
You must indicate :
What is the type of separator: a comma? a semicolon?
Use the preview below, it allows you to see the changes and to choose the right type of separator.
For example, if you select the wrong type of separator, you will see your contacts displayed in "raw data" whereas if the type of separator is the right one your contacts will be displayed in columns.
If your file contains a header:
In the preview, you can see if your CSV file contains a header or not (it's often line n°1).
When you indicate that your file contains a header, it will not be imported as a contact but it will be very useful for the rest of the import.
It will appear in bold in the preview. 😉
Step 3: Match the columns in your CSV file with the Qomon contact properties.
This step is very important so take your time.
You need to select Qomon contact properties for each column of your CSV file.
You can also choose "not to import" some columns from your CSV file.
Step 4: Preview some of the contacts you will be importing
This step shows you an overview of the contacts you are going to import.
This allows you to check that everything is OK and that the correct contact properties have been selected.
If you think you have made a mistake, simply click Back in the top left corner of your screen to make changes.
Step 5: Give your import a name
This is the last step, you have to give a name to your import. This will help you to find your way through your multiple imports.
And that's it, it's already done! 👍
Once the import is complete, you will receive an email with a report. You will be able to know:
the number of imported contacts
the number of potential duplicates to be processed
the number of contacts that could not be imported (Errors)
To process your potential duplicates, see the next step here: