Importing Contacts from CSV

CSV Fields

Contacts can be imported from a csv file (file MUST be text and have .csv extension, excel files with .xsl are not supported). The first line of the file must be a header with the identifiers for the fields in the file. The available fields for you to import into the database are:

  • Id (Internal id in MyRepChat)
  • First Name
  • Last Name
  • Address
  • City
  • State
  • Zip
  • Mobile (numbers only)
  • Phone (numbers only)
  • Email
  • Tags (Separated with ‘|’)

When importing, the import will evaluate each line one at a time, if it finds a match it will update the exiting record with the data in the csv, if no match is found a new record will be created with the available data.

Example csv file

Here is an example of a csv file. sample

Steps

Go to MyRepChat and click on the Get Contacts button in the action bar.

When you click this, a dialog will open and you can select Import From CSV to begin the process.

In the import contacts dialog, simply drag and drop your cvs file into the area with the dashed lines and the words “Drop Files Here”.

After you drop the file, the CSV file header is parsed and the Contact Fields and the CSV fields will appear. Next you need to associate which Contact Fields are associated (linked) with which CSV fields. To do this, select one Contact Field, then select one CSV field (they will highlight green), and then select the link button in between the fields to form the link (the highlight will change to coral). Do this for each field from the CSV file that you want to associate with for the Contact.

After fields are linked, they will both highlight coral when you select them in either the Contact or CSV field boxes to indicate that they are associated. To un-associate them, simply click the link button.

 

When you are finished associating fields, you can click the “Import” button to start the import. When the import is finished you will see a toast message indicating how many contacts were added and how many were updated. If there is an error in the csv data, a message will indicate which line of the csv file has the error.

As soon as the import is complete you will see the imported/updated contacts. Close the dialog when you are finished.

If you have any further questions, please contact support.