Import Contacts

Import Contacts

Import Contacts from a CSV file

Contact Lists are used for mailing the surveys you create for the respondents. You might have to add many contacts all at once, import contacts from a CSV file in your People Tab. Ensure that your CSV file contains mandatory details like Name and Email. You can add other contact properties as well. Let us see how

In the People Tab, you will view the contacts page. To import contacts, you can

  • Select Import People from the Add Contacts drop-down menu.
  • Click on Import People in the Manage Imports Page

Let us upload a CSV file to add contacts.

Select the CSV file you want to import.

The CSV file uploaded here as an example has the following information for each contact:

Employee Name, Email, Contact Number, Emergency Contact Number, City

Note: It is mandatory to have at least the name and email of each contact in the CSV file you want to import.

As we can don't have a Surveysensum contact property with the names City and Emergency Contact number we can create a new property and then map it with these column headers from the CSV file. For proper import, map contact fields.

Here, map Employee Name as Name. Similarly, map other contact fields. City and Emergency contact numbers are not existing contact fields. Add a property for these fields.

Like this, we have mapped all the contact fields. Click on Next

Select a name for this import. Here you can also create a list with the same name if required or you can skip this for later.

You are now ready to import contacts. Click on Finish

You will view the manage imports page, here you can view and add all your imports.

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