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Add Contacts (Batch Import)

To add multiple contacts to your Client Feedback Tool (CFT) account in bulk, use the batch import feature. Follow the steps below to complete the process:

  1.  From the modern dashboard, use the left-hand navigation panel to select Settings, then click Contacts. This will take you to the legacy side of the tool. 
     
  2. Under the Contacts management window, select Batch Import.

    1. Select Template
    2. Select Get Template Download, this will download the Contact Import TemplateNext, download the Contact Import Template file.

  3. When the Contact Import Template file opens, you will want to enter data in the following required fields:
    1. First Name
    2. Last Name
    3. Email
  4. (Optional) The contact import file also allows you to assign different datasets directly within the file.
    1. Company
    2. Company Type
    3. Contact Group
  5.  Once you have entered new users' data, save the template, return to the User Management window in CFT, select Batch Setup, and then select Upload.
     
  6. In the Upload Batch Template pop-up window, click the Select File button.
  7. This will prompt you to select the Contact Import file that you created.



  8.  Once the file has been uploaded successfully, click Read. 



  9. This screen allows you to review the data before it is uploaded. Carefully check all data fields for accuracy. Also, review the Summary of Contact Import box in the lower right-hand corner to confirm the total number matches the number of contacts you intend to create/upload. 

  10.  When your review is complete, select Import to finish the upload process. 


  11. (Optional) When you're template has been imported successfully, you can review the status box in the lower left-hand corner. In addition, you can select View Detailed Log. This will export an excel file which will show all records that were processed successfully and/or unsuccessfully.