Import Contacts

WARNING: This function is not designed to handle large CSV files. This is due to the processing involved with duplicate checking designed to ensure the integrity of your contact data. The maximum number of contacts (lines in CSV) able to be imported in one round is 1,000. If you need to import more than 1,000 contacts, please split up your CSV files and repeat the process for each file. Please contact Agentbox Support should you require a quote to bulk import contacts on a larger scale.
Please note, that access to this feature is permission-based.
 


1. Click the Contacts icon from the Main Menu and select Import CSV from the contacts panel.

 

2. Click the Upload button

 

 

3. Drag and Drop files from your computer or click Select Files.


4. Locate the CSV file to upload, click on the file, then select Save.

 

5. Click the Upload button.


6. Once uploaded, read and Tick that you have read and agree to the terms and conditions for importing contacts and click Next.

 

7. Select Yes if the first row of data contains headings for each column.

  • Select how you would like the system to respond to duplicate contacts. In this example we will append missing information
    •        Skip (completely ignore the contact)
    •        Append Missing Information (update the existing contact with the additional data entered)
    •        Overwrite (completely overwrite the existing record with the data in the file)

 

8. Map the system fields with the fields in the spread sheet e.g. In Agentbox map the Last Name field to the matching column in your CSV which may have a different column title e.g. Surname or no column title at all

 

9. Select the contact classes, custom classes, assigned staff and bulk subscribe the contacts and click Next

 

10. Review and confirm the format the data will be imported and click Confirm


11. You will receive a summary of the contact import. By clicking the link you may also download a full report.

 

 By default, all notes within your contact import are viewable depending on your system configuration for Publishing Notes. 

  • For new customers using Agentbox, the "Publish Note" permission setting is OFF by default.
  • To adjust the visibility of contact notes, a Master User will be required to access and update the Publish Note setting in My Office > Edit Details > System Config
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