Excel Import

To start an import of Excel data, you have to click on Button “XLS-File”.

Next you will be asked for the file with the xls data. Now upload the data to Snazzy Contacts and proceed to the next step.

Mapping of the Import Fields for Persons

Snazzy Contacts is smart enough to match most of the fields from your file to the data format of Snazzy Contacts. After you have uploaded your file, Snazzy Contacts presents you some example data with the possible matchings.

At the top you will see the unassigned fields. You can match them by hand, if you click on the plus icon at the sections “Category” or “Contact Data”.

For the categories you have to add an empty category and the match this category via the stencil to one of the fields in data set.

For the contact data you have to specify which kind of contact data you like to add (email, phone, etc.) and then choose one of the fields from the data set with the stencil.

For the address fields you can add further fields from the data set with the stencil.

The additional informations for the persons can be added by clicking on the stencil in the corresponding field.

If you need to change one ore more of the pre-filled fields, you first have to click on “Edit All” at the bottom.

If you are satisfied with the mapping and your data contains organizations, you have to click on the green check at the top left. Then you will proceed to Step 2 of the xls import. Otherwise the click on the check will upload your data.

Mapping of the Import Fields for Organizations

If your file contains persons and organizations, then you have to match the organizations in the second step. This is the same as in the matching of the data fields for persons.

If you are satisfied with the mapping, you have to click on the green check at the top left. Then the data from your file will be imported to Snazzy Contacts.

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