Excel Template For Importing Contacts (People) | teamgram

Excel Template For Importing Contacts (People)

To import your contacts into TeamGram, go to Control Panel > Import/export / Import tab > Contacts From Excel.

Use this Excel template to prepare an import file for your list of contacts. Please make sure you follow these instructions.

After you export your data from another system, copy it into the attached template.

  • This list is for contacts only. Do not use it for companies.
  • Make sure you prepare an import list of companies first. Company names in this list must match company names in that list exactly.
  • Make sure your data does not include duplicates. Every contact must appear only once in this spreadsheet.
  • First Name column must be filled for each contact. If it is left blank, rest of that row will be ignored.
  • Last Name column must be filled for each contact. If it is left blank, rest of that row will be ignored.
  • Description field is optional.
  • Position field is optional.
  • Company Name is optional. If used, make sure this company is already in your companies import list, and its name exactly matches the name in that list.
  • Gender field is optional. Accepted values are Male or Female.
  • Work Phone field is optional. Enter one phone number only. To avoid errors, enter number as an alphanumeric string. Beginning with the symbol ' (apostrophe) to enforce alphanumeric entry will reduce chance of errors. Plus sign, spaces, parentheses and dashes are allowed.
  • Work Phone Direct field is optional. Rules for work phone also apply to work phone direct numbers.
  • Work Fax field is optional. Rules for work phone also apply to work fax numbers.
  • Home Phone field is optional. Rules for work phone also apply to home phone numbers.
  • Home Fax field is optional. Rules for work phone also apply to home fax numbers.
  • Mobile Phone field is optional. Rules for work phone also apply to mobile numbers.
  • Other Phone field is optional. Rules for work phone also apply to other phones.
  • Business Email field is optional. One email per company. Make sure this is a valid email address. No spaces or invalid characters.
  • Personal Email field is optional. One email per company. Make sure this is a valid email address. No spaces or invalid characters.
  • Other Email field is optional. One email per company. Make sure this is a valid email address. No spaces or invalid characters.
  • Business Address field is optional. Write the street address of the business here.
  • Home Address field is optional.
  • Other Address field is optional.
  • Website is optional.
  • Tags field is optional. Use tags to classify contacts by industry, etc. Multiple values are allowed. Use commas between tags.
  • Birthday field is optional. The date you enter here must be in the following format: yyyy-mm-dd . e.g: 1982-07-28 (year-month-day). Other date formats won't be imported.

Once your file is ready, upload it here: 

https://www.teamgram.com/import/excelimport?type=Contacts

 

Important:

You have to be a System Administrator to access import/export settings.

Choose the owner, assign editors and readers for the records and upload the file.

Specify any additional information in the related text box.

Your file will be checked for possible errors and then will be imported. This may take up to 24 hours.