Import contacts

Overview

Plan availability: Essential/Advanced
Required user role: Manager

You can import a list of contacts to save time by creating contacts in bulk in the application. Through import, you have the option to assign contacts to opportunities.

Important notes:

• A new contact will be created if the combination of first name, last name, and company doesn’t exist yet in Deal. However, it won’t overwrite the existing contact information that matches first name, last name, and company.
• The import will link the new or existing contacts to opportunities if the opportunity information is filled in in the Excel file. However, it won’t overwrite the existing link between the contact and the opportunity. If the opportunity doesn’t exist in Deal, the contact will be imported but no link to any opportunity will be created.
• If a contact is linked to several opportunities, you need to create as many lines as there are opportunities, with the same contact information. This won’t create duplicate contact records if the combination of first name, last name, and company are strictly identical.

Launch the import

You can either launch the import from the Create button of the navigation bar or click the ellipsis icon at the top right of the Contacts page and select Import contacts.

Upload the Excel file that contains the contacts to import

A Contact import pop-up will appear. We provide an Excel template to properly import contacts in the application.

Click Instructions, and then, Download template to access it in the import popup window.

First name, Last name and Companies are the three minimum mandatory fields required to import contacts in the application.

You can directly drag and drop the Excel file to upload the contacts into the application, or browse your files.

Check the error report and start the import

In this step, you can review the errors reported in the Excel file you uploaded to fix them before launching the import. To do so, you'll need first to update your Excel file and then go back to the previous step to upload it once again. If there is no error, just click Import.

After clicking Import, the last step will display the number of contacts created from your import and if there's any warnings about them. If the result of the import looks good to you, click Confirm to finalize the creation of the contacts in the application.