Bulk import Contacts

Modified on Thu, 23 Aug, 2018 at 10:38 AM

To download a CSV contacts template file from SAM, click on [ADMIN] in the sidebar, navigate to [Contacts] tab, then click on the [Help] button and download the contacts_template.csv file.

1. Click [Admin]

2. Click [Contacts]

3. Click [Help]

4. Click [Download contacts_template.csv]

Specification of how the contacts import file needs to be formatted, please adhere to the below when creating the import file:

Columns can appear in any order but must have the correct column names.
Only the FIRSTNAME and LASTNAME columns are mandatory, all others are optional.
Column names that do not match the required column names below will be ignored during import.
No duplicate values are permitted for EMAIL1.
No duplicate values are permitted for EXTERNAL_ID which is intended for storing the contact's Id from your CRM system (such as Salesforce.com).
The country-related fields COUNTRY_CODE and OTHER_COUNTRY_CODE require you to use a 2-digit ISO country codes such as AU(Australia), US(United States), IE(Ireland) etc. The ISO Country code list can be found here.
If associating Bricks against a contact via fields: PRIMARY_BRICK_CODE, SECOND_BRICK_CODE, THIRD_BRICK_CODE, FOURTH_BRICK_CODE, or FIFTH_BRICK_CODE, you must provide a COUNTRY_CODE value. All Brick Codes are based on IMS brick definitions.
All fields have a maximum field length which if exceeded will cause errors upon import.
See below for field length limits:

Column Name	Character/Field Limit/Length
External_ID	50
Type	50
Title	50
FirstName	50
LastName	50
Mobile	20
Phone	20
Other_Phone	20
Fax_Number	50
Department	50
Profession	50
Specialty	50
Category	50
Email1	254
Email2	254
Company	50
Work_Address1	255
Work_Address2	255
Work_Address3	255
City	50
State	50
Post_Code	50
Country_Code	2
Primary_Brick_Code	10
Second_Brick_Code	10
Third_Brick_Code	10
Fourth_Brick_Code	10
Fifth_Brick_Code	10
Owned_By	50
Notes	255
Facebook_ID	100
Twitter_ID	100
Date_Of_Birth	20
Web_Page	255
Other_Address1	255
Other_Address2	255
Other_Address3	255
Other_City	50
Other_State	50
Other_Postcode	50
Other_Country_Code	2
Sample_Order_Email	254

See example file below:

Populate this template with your contacts information, then use the [Import from CSV] button to load the contacts into your SAM.

1. Click [Contacts]

2. Click [Import from CSV]

In myINTERACT contacts can be invited to your 'wall' and added to a team as well as be invited to events.

in nextINTERACT contacts can be used for “in-call tracking” whereby a Rep can 'start a call' with a chosen contact, utilise their various assets during the call, and then [End a Call]. Various call notes can also be logged. This data is tracked and stored within SAM and is crucial for reporting, analytics, and measuring sales force effectiveness.

The [Import from CSV] process ignores duplicate contacts but all valid contacts are still loaded plus any errors or duplicates are reported at the end of the import process so SAM Administrators can adjust their CSV files and reload. In the future, integration adapters to popular CRM systems such as Salesforce will automate this process.

IMPORTANT: Duplicate email addresses are not supported.