To get started first we will download the contact import template file
From the BusinessMind home page click on Contacts.
From the Contacts home page click on the Create New Contact link
This will bring you to the contact creation screen. From here locate and click the Light Bulb Icon.
Select Download CSV Import Template File and save the file to your desktop or any location you choose.
Open the file with your favorite spreadsheet program.
Now that we have the template file open let us break down some important fields
The data_type field is required and should be populated with either contact or organization. Setting the data_type to contact means the contact you are importing is a person while organization means that the contact you are importing is a company.
The display_name, contact_first_name, and contact_last_name are ALL required if the contact you are importing is a person (data_type is set to contact).
If the contact you are importing is a company(data_type is set to organization) then only the display_name is required (leave contact_first_name and contact_last_name blank in this case)
The picture below shows an example of a person and a company on the import file
Fill out the whatever other applicable fields such as address, phone, and or email. NOTE: Every address, phone, and email has a corresponding Label field. The _label of these various fields are required for this data to import so be sure to fill that out.
As per the picture below the address0_label is filled out for the corresponding addresses.
When you are ready Save your file as a .csv file. Only csv files can be imported into BusinessMind.
NOTE: If your file has more then 1000 lines we recommend you split your import into multiple files.
We recommend you submit your import file to support@dcit.com so that they can review it for you.
To import the file follow the below instructions
From the BusinessMind home page click on Contacts.
From the Contacts home page click on the Create New Contact link
From the Contact Create screen locate the Choose File button and click it.
Navigate to the location of the .csv file you saved and select it.
The save icon will change into an upload icon, click this to being the upload.
You will then receive an email once processing is complete to the email address associated with the user that was logged into BusinessMind.
Please NOTE: Importing the same file multiple times will result in duplicate records.