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 NameCharacter/Field Limit/Length
External_ID50
Type50
Title
50
FirstName50
LastName50
Mobile20
Phone20
Other_Phone20
Fax_Number50
Department50
Profession50
Specialty50
Category50
Email1254
Email2254
Company50
Work_Address1255
Work_Address2255
Work_Address3255
City50
State50
Post_Code50
Country_Code2
Primary_Brick_Code10
Second_Brick_Code10
Third_Brick_Code10
Fourth_Brick_Code10
Fifth_Brick_Code10
Owned_By50
Notes255
Facebook_ID100
Twitter_ID100
Date_Of_Birth20
Web_Page255
Other_Address1255
Other_Address2255
Other_Address3255
Other_City50
Other_State50
Other_Postcode50
Other_Country_Code2
Sample_Order_Email254

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.