Contacts can be imported to take bulk action such as adding multiple contacts, editing phone numbers and addresses. This use case covers adding new Contacts in Ordway. 

Use the Contact Import option when importing only Contacts. Use the Customer Import option when adding Customers and Contacts. 

Step 1: Build an Import File

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

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

2. Download the Contacts 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 Proceed 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: Send import results in an email.

Click the toggle next to ‘Send import results to the following email address(es). Use a comma to separate each address.’ 

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 edit or customize available mappings, read about how to Save Field Mappings. 

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.

Fix any errors by clicking Fix 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