How can I import contacts into Contacts tab?
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It may be important for you to be able to import contacts from external sources, .CSV file, Gmail or Hotmail accounts, into GuestCentric application.
To import contacts from a .CSV file click here.
To import contacts from Gmail or Hotmail click here.
STEP 1: First you need to go to the CONTACTS tab and click on the Import button.
STEP 2: A window with 3 options will appear.If you want to import contacts from an existing .CSV file choose Upload File.
STEP 3: Choose the .CSV file from your computer and click Open.
STEP 4: If the import of the file was correct a green check sign is shown. Click on Import to continue.
STEP 5: A list of the contacts that will be imported will appear. You can uncheck the ones you don't want to be imported. Click on Import.
STEP 6: Finally, the list of imported contacts will be shown.
If you want to import contacts from Gmail or Hotmail is the same procedure for both providers.
STEP 1: Choose Gmail or Hotmail and click Import
STEP 2: Click on Yes. This will authorize the connection with you Gmail or Hotmail account.
STEP 3: Click on Allow to continue.
STEP 4: A list of the contacts that will be imported will appear. You can uncheck the ones you don't want to be imported. Click on Import.
STEP 5: Finally, the list of imported contacts will be shown.
You now have the contacts imported to the Guestcentric application.
ATTENTION:
- Contacts with no email will be considered invalid (not imported)
- Empty lines will be considered invalid (not imported)
- Anything after the expected formatting will be ignored (imported)
- Anything besides 0/1 for the newsletter will be assumed to be 0 (imported)
- The .csv must have this formatting: name,email,phone,newsletter (1=Yes; 0=No)