Contact Export & Import
The Export and Import modules allow users to manage contact data efficiently by generating or uploading contact records in bulk using Excel or CSV formats. This facilitates reporting, backup, and bulk data operations.
Export Contacts
Purpose
The Export feature allows users to download contact data for reporting, analysis, or backup.
Features
File Format Options
PDF is disabled, Excel is the active format
Date Range Filter
From / To calendar inputs to filter contacts by creation or activity date
File Name
Auto-generated by default, editable for custom naming
Select Fields to Export
Checkboxes for fields to include in export
Steps to Export
Navigate to Contacts → Export
Select file format (Excel)
Choose the date range
Enter or accept the default file name
Select fields to export
Click Export
Import Contacts
Purpose
The Import feature enables bulk addition or update of contact records using a pre-formatted CSV file.
Features
Sample CSV Template
Downloadable template to ensure correct formatting
Sample CSV file
Drag and Drop / Upload
Drop the CSV file in the upload area or click Choose File
File Requirements
Import Steps
Navigate to Contacts → Import
Click Download Sample CSV file
Fill in contact details in the downloaded file
Drag & drop or select the completed CSV file
Click Import
Important Notes
Field Mapping may occur post-upload (not shown, but commonly implemented).
Validation checks typically include:
On successful import, contacts are added to the list and classified by type.