Provided below are the basic Import Wizard steps. Refer to our additional Walkthrough articles for more examples using the Import Wizard. The example in the steps below serve as a walkthrough for Importing Contacts.

Step 1: Build an Import File

Be sure to review Step 1: Build an Import File article before proceeding. 

Best Practices: 

• View our Object Documentation to determine which fields are required when importing data.
• Whenever possible, utilize the sample templates available to properly format data being imported. 

1. Within Ordway, navigate to Menu > Operations > Import Data.

2. Download the corresponding Sample Template in the desired format; either .csv or .xls.

3. Populate the data. Reference required fields for Contact Imports. 
This use case for importing new Contacts includes: 

• First Name
• Last Name
  
• Display Name
• Email
• Phone
• Mobile
• Job Title
• Department
• Notes
• Address 1
• Address 2
• City
• State
• Zip
• County
• Country

4. Save the file when finished. 

Step 2: Import Data

1. Within Ordway, navigate to Menu > Operations > Import Data.

2. Select + Import next to Contacts.

3. Click Select File to navigate to the exported Customer data from Step 1. Accepted file types include .csv, .xlsx, or .zip.

4. Optional: By default, the user performing the import receives an email of the import results. Enter additional email addresses as needed. 

5. Click Next to continue.

6. Verify the object data to be uploaded with the corresponding spreadsheet tab.

7. Click Next to continue. 

8. Verify all columns are correctly mapped on the Map Columns screen. Ordway automatically maps fields with the same name. Review all mappings to ensure they are correct. 

To remove a mapping from the import, click the X next to the field in Import Columns. 

Click Save Mappings to save any changes made to field mappings for future imports. 

Name the Mapping and click Save.

This action makes the edited mapping available from the Select Saved Mappings drop-down menu in future imports. 

9. Click Next to Continue.

The screen displays the number of records found. 

10. Click Import to continue.

11. The screen displays the total number of rows processed per tab and any rows with errors. View failed record reasons by hovering over the error icon in red on the corresponding row.

Click Edit Data to correct errors, then click in the individual cell to edit the value. 

Note: Be sure to check each tab included in the import and correct all errors.

Example error:

12. Once any errors are corrected, click Import.

13. Once the import completes, view the results including the number of records processed and records skipped due to errors. 

14. Click Done. You are automatically returned to the most recently visited page.

Step 3: View Import History