If you have existing contact data you wish to bring into your TransactIQ workspace, you can do so using the Import Contacts feature.

Follow the steps below to correctly format your .CSV file and successfully import all the contact data you want to have accessible in the TransactIQ workspace.

Export your existing data from your current platform or service.

Make a copy of This Template File. This is a read-only file, you can either download a hard-copy or make a copy directly in Google Files to begin editing. Keep the header rows for importing.

Required Fields For Successful Import

To help ensure data cleanliness and reduce the occurrance of duplicate contact records, we require the following fields for each contact record (row).

Example of correctly formatted import file below:

Once you have successfully populated & formatted your data file with all the necessary information, save it as a .CSV file.

You can add additional fields to your file in addition to these. Any existing fields or custom fields are valid to import (ie: phone number, tags (comma-separated), etc). These can be field-mapped correctly during the file upload process.

1. On the Contacts Page, Click the People tab

2. Click the ⠇ menu on the right side near Filter and select 'Import Contacts'

3. Drag & Drop or Browse to select your file and follow the import instructions

You have the opportunity to field map any additional fields you may have included with your file. Make sure you review all the mapped fields properly to ensure they are correct before finalizing the import.

If you have added Custom Fields, please pay careful attention to the Field Names and that they match correctly.

From here, you can edit data directly in the fields if you need to make any adjustments or delete rows you no longer want to import.

Press Next to begin your upload and complete the process. Depending on the size of your file it may take several minutes to finish importing. You can check on your import progress at any time.

You can export all or some of your contacts from TransactIQ. This is useful if you utilize the tagging feature to organize your contacts.

You can use the Filter to set what contacts you'd like to export. If you wish to export all your contact data, you can skip this step and just immediately Export Contacts from the main Contacts page.