Importing contacts allows administrators to upload large groups of customers at once using a CSV file. This method is commonly used when onboarding new accounts or adding contacts from external systems in bulk.

When to Import Contacts

Use contact imports when you need to:

• Add many contacts at once
• Upload contacts from a CRM or external system
• Prepare contacts for survey distribution
• Update existing contact information in bulk

Download the Contact Import Template

1. Navigate to Contacts
2. Navigate to Import Contacts in the submenu
3. Click the Template button

The template contains all available contact fields required for the import.

Prepare the Import File

Open the CSV template in a spreadsheet editor, enter the contact information, and save the file.

Fields include:

• Location
• Name
• Email
• Phone
• Address
• Job/Project details

Each row represents a single contact.

Upload the Import File

1. Navigate to Contacts
2. Navigate to Import Contacts in the submenu
3. Click Upload file
4. Upload your file and confirm the import

The system will process the file and create contact records for each row.

Updating Existing Contacts

If the system detects a contact that already exists during the import, the import will update the existing record rather than create a duplicate. This behavior helps maintain a clean contact database and prevents duplicate survey recipients.

Additional Questions? Please reach out to Listen360 Support via email at support@listen360.com