Contact Import File Structure

The datafile structure must contain exactly the columns required with the first row containing the column headings.

Subsequent rows then contain the information to be imported.

Although all columns are required to be present within the datafile, not all of them require information in the subsequent rows.

Data for the following columns needs to be entered following Standards for Data spreadsheet

Updating Existing Customer Contacts

Go to 'Customers'
Select a customer you want to update the contacts for
Select 'Download Customer Members' (top of the page). This will download a CSV file with the existing Customer Contacts.
Modify the data where necessary and save it as an Excel file (.xls)
Once your spreadsheet is ready, select 'Upload Customer Members'
Select your file and click 'Send'
Please make sure 'Claritum ID' column is selected ( Not External ID). Confirm selected columns are ok and click 'Upload' on the bottom of the page.

NOTE:

The datafile structure must contain exactly the columns required with the first row containing the column headings.

...

Although all columns are required to be present within the datafile, not all of them require information in the subsequent rows.

Use this file to import new Customer Contacts: Contacts_importer.xls
1. Alternatively, you can download the spreadsheet by following the first 3 steps of the previous instructions. Please remember that before uploading the file needs to be saved in Excel format (.xls) first.
Provide data to the file (make sure it is saved as .xls)
Go to 'Customers'
Select a customer you want to upload the contacts for
Select 'Upload Customer Members'
Select your file and click on 'Send'

NOTE:

The datafile structure must contain exactly the columns required with the first row containing the column headings.

Subsequent rows then contain the information to be imported.

...