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Data import

A. Tutorial video

Note: Before you begin, you need a file to import. The file must be in comma-separated values (.csv) format. You can download our example Quick Import - Contact.csv file using the link under the video above. If you create an import file using another application, make sure it’s a .csv file.

Import contacts from a file

  1. In the SmartOffice side menu, select Utilities > Data Import Wizard.
  2. Click Quick Import - Contact in the Import Setup List to open the file selection dialog box.

  3. Click Choose file and select the Quick Import - Contact.csv file.

    Note: If you use a .csv file other than our example file, it won’t work with our example import setup. You’ll need to create your own import setup. For more information, read our help article).

  4. Click Next to open the column-mapping dialog box.

  5. Make sure an appropriate SmartOffice column is mapped to each column in your import file (any unmapped columns won’t be imported).

    Tip: Select SmartOffice columns using the drop-down lists. The first drop-down contains “tables,” or column categories.

    The second drop-down shows all columns in the selected table.

  6. Check for errors.
    • Rows containing errors show an exclamation mark. These rows won’t be imported unless you fix the errors.
    • Erroneous data is shown in bold. This can mean that you mapped an inappropriate SmartOffice column for that data, or that there is a problem with the data in the import file.
  7. Once any errors have been resolved, click Run Import.

    Note: Any rows that still contain errors will be ignored.

  8. When the import is complete, you’ll see a summary of how many records were processed and imported.

  9. Note the name of the set that SmartOffice created for the contacts, and then click Done.

  10. Go to the set to review your imported contacts (if you forgot how, review the Sets lesson).