1. Home
  2. Getting Started

Importing contacts

How can I import contacts?

If you want to import many contacts at once, you can do so using a CSV file. The file should be structured so that there is one piece of information in each column. This means one column each for first name, last name, email address, date of birth, and so on. You can also keep the column name in the first line, it can be deselected in the next step.

Under Contacts -> More -> Import you can select and upload your CSV file. Here, you also have the possibility to assign the whole CSV file to a single group. If you have only specified the column names in the first row of your CSV file, you can now select "First line is header". If you do, no contact will be created for the first row.

helpdesk_kontakteimportieren_kopfzeile_en

When you are ready, click Next.

In the following screen you have can check and change the correct assignment of the respective columns. If the assignments are correct, you can start the import. If you do not want to import a column, you can select Ignore from the drop-down menu at the bottom.

helpdesk_kontakteimportieren_ingorieren_en

Watch our video for an example of how the contact import works.
English subtitles are available!