Importing Companies and Contacts Using CSV Files

Companies and Contacts : Importing Companies and Contacts Using CSV Files

Importing Companies and Contacts Using CSV Files

Values for new companies and contacts can be imported into your community using comma-separated value (.csv) files. Active Community uses the imported data to populate values in company and contact profiles. You can edit the data for companies or contacts with unique requirements.

Important: Ensure the company is defined in your community before importing contacts that you want to assign to the company. The company must be defined before importing contacts.

Companies can be added to one or more sub-communities via the import process as long as they have already been created (see “Working with Sub-communities” ). The sub-community names must be separated by commas in the .csv file. The .csv file must conform to the guidelines in “Custom Field Requirements for Importing Data”

During the import process, you are prompted to map or link each column header in your .csv file to a field that exists in profiles. The column header can be the name of a core field, such as Last Name, or it can be a custom field specific to your community, such as Hire Date.

After mapping the data, Active Community shows a preview of the company or contact information to be imported. The preview prevents you from importing information into the wrong field.

Review the following topics before you create .csv files to import company or contact data.

Topics include:

“General Guidelines for Importing Data”

“Company Requirements for Importing Data”

“Contact Requirements for Importing Data”

“Custom Field Requirements for Importing Data”

“Custom Field Requirements for Data Tables”

“Importing Company or Contact Data”

“Updating File Upload Custom Fields Using .Zip Files”

Important: If you are integrated with TGO, you cannot use certain characters in your core fields. Refer to “Integrated Communities - Restricted Characters for Core Fields” .

21.2 release. Updated April 7, 2021

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