Individuals Import Template

Individuals are individual contacts that are external to your organization. Internal contacts should be listed as staff. Individuals can be converted to staff if necessary.

The Individuals Import Template allows Administrators to import Individual contact records. Required fields are designated with an asterisk (*). Once completed, users can import from Contacts>Individuals.

How To Import Individuals

1. Open Contacts>Individuals.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, click Choose a file to select a file from your computer.
4. Select the Destination field for each Source column. If you are using the Individuals Import Template (recommended), the source and destination fields should match.
5. Click Import.