How To Import Individuals

The Individuals list displays all external individual contact records. Internal contacts should be listed as Staff.

Organizational Admin can import multiple individuals using the Individuals Import Template (recommended) or their own Excel file. The Individuals Import Template includes the First Name*, Last Name*, Title, Address Line 1, Address Line 2, City, State, Zip Code, Country, Email Address*, Phone Number, Extension, Description, and Unique Identifier fields. Required fields have asterisks (*) next to their names.

1. Open Contacts>Individuals.
2. Click the   (Import icon) in the Icon Bar.
3. Click Select Files… to select a file from your computer.
4. Click Next.
5. Select the Destination field for each Source column. If you are using the Individuals Import Template (recommended), the source and destination fields should match.
6. Click Create.