This knowledge article provides a guide for the following:

• updating existing Contacts per Customer
• importing new Contacts per Customer

Contacts Importer 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

• • Timezone
  • Language
  • Currency
  • Address: Country

Standards for Data (6).xls

Updating Existing Customer Contacts

1. Go to 'Customers'
2. Select a customer you want to update the contacts for
3. Select 'Download Customer Members'  (top of the page). This will download a CSV file with the existing Customer Contacts.
4. Modify the data where necessary and save it as an Excel file (.xls). Please DO NOT modify the Claritum ID value as it is used it to identify the Customer Contact on the system.
5. Once your spreadsheet is ready, select 'Upload Customer Members'
6. Select your file and click 'Send'
7. 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.

Importing New Customer Contacts

1. Use this file to import new Customer Contacts: Customer Contacts.xls. The fields flagged in Red are mandatory
   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.
2. Provide data to the file (make sure it is saved as .xls)
3. Go to 'Customers'
4. Select a customer you want to upload the contacts for
5. Select 'Upload Customer Members'
6. Select your file and click on 'Send'