Contacts can be imported into a group from CSV, Excel and ODS (OpenOffice, Google Docs) spreadsheets. To start importing click on the project name in the top-right corner and select 'Imports'. The import process consists of two easy steps: analysing and importing.
Select the spreadsheet file on your device to upload it to One Community. The structure of the file will automatically be analysed and the records will be validated against - for example - valid e-mail addressed. After analysing, the import file is either refused or accepted. If refused, the interface will provide you with hints on how to fix the file (e.g., validation errors). If accepted, the records are ready to be imported and persisted to the CRM database. The interface will indicate if there are any potential duplicate records found. Finally, the user will instruct One Community what to do with potential duplicates (skip or import anyway) and the contacts can optionally be imported into a group.
The spreadsheet file must follow a certain structure:
- The first row must contain the columns. The columns must be named exactly as listed below. Unsupported columns are ignored.
- The other rows each specify a contact. Empty cells (or containing only a . or -) are treated as the absence of a value.
To comply with the General Data Protection Regulation (GDPR), all contacts are unsubscribed from mailings by default. Include the subscribe_to_mails column with a non-empty value to automatically subscribe opted-in contacts to mails. Leave empty to unsubscribe.
| Column | Description | Possible values | Example |
account_type_name | Defines whether the record denotes a individual contact, organisation or team. |
| "organisation" |
title | The name of the organisation. Should only be included when account_type_name equals organisation. | "One Community" | |
initials | Contact details of the contact. For organisation, this refers to the contact person of the organisation. | "J.T." | |
first_name | "Jan" | ||
infix | "van" | ||
last_name | "Egmond" | ||
gender | Defines whether the contact is male or female. Leave empty when unknown. | mf | "m" |
street | "NDSM-plein" | ||
house_number | 36 | ||
house_number_addition | "a" | ||
city | "Amsterdam" | ||
zip_code | "1033WB" | ||
country | "NL" | ||
postal_street | A secondary address for postal mail. | "NDSM-plein" | |
postal_house_number | 36 | ||
postal_house_number_addition | "a" | ||
postal_city | "Amsterdam" | ||
postal_zip_code | "1033WB" | ||
postal_country | "NL" | ||
email | Primary e-mail address that will be used for outgoing mail. | Valid e-mail addresses. | "jan@onecommunity.nl" |
secondary_email | Secondary e-mail address for administrative purpose | Valid e-mail addresses. | "example@onecommunity.nl" |
phone_home | Home phone number. Assumed to be a Dutch phone number when a country code is missing. | Valid phone number. | "088 366 54 33" |
phone_work | Work phone number. | Valid phone number. | "+31883665433" |
phone_private | Private phone number. | Valid phone number. | "00 31 6 12345678" |
phone_emergency | Phone number in case of emergency. | Valid phone number. | "00 31 6 12345678" |
date_of_birth | Properly formatted date of birth. | DD-MM-YYYYYYYY-MM-DDMM/DD/YYYY | "24-03-1993" |
note | "Prefers communication by e-mail" | ||
password | Plain-text password (unsafe). | "jvegmond123" | |
subscribe_to_mails | Specify any value to subscribe to mailings. Leave empty to unsubscribe. | "Yes" | |
created_at | Properly formatted date that will be used as timestamp. | YYYY-MM-DD HH:MM:SS | "2018-04-19 13:57:00" |