Import / Export – Contacts

You can export/import Contacts under Settings > Import / Export (Administrators only).

Export Contacts

Note the following export limitations:

  • The first phone number only is included in the export (if there’s more than one).
  • The first address only is included in the export (if there’s more than one).

Things to know:

  • ‘Last changed’ dates and times are formatted as YYYY-MM-DD HH:MM:SS and are exported in your timezone (the timezone of the person currently signed in).

Import Contacts

Follow the instructions you see on screen:

  1. Download a CSV file.
    • Start from an empty template.
  2. Use a spreadsheet to copy Contacts.
    • Leave the first row of field names untouched, as this is needed to import.
    • Contacts will NEVER be deleted.
    • A maximum of 1000 Contacts can be imported at a time.
      (a limit of 5,000 contacts in total are supported in Quotient)
  3. Select your updated file and confirm…

Things to know:

  • Updating Contacts is not supported.
  • To create a person, ‘First name’ AND ‘Email’ are required fields.
  • To create a company, simply leave ‘First name’ and ‘Last name’ empty.
  • Just leave ‘Contact ÏĐ’ empty (it will be ignored anyway).
  • Just leave ‘Last changed’ empty (it will be ignored anyway).
  • What are the ‘special’ characters in the ‘Contact ÏĐ’ field? We use these special characters (UTF-8 characters) to verify that the CSV file you’re importing is UTF-8 encoded.

Contacts, CSV file explained

The structure is the same for imports and exports.

Field Sample value
Contact ÏĐ 12345
First name Joseline
Last name Appleseed
Company name Apples Inc.
Email josy@appleseed.co
Phone 0123 1234 5678
Address 123 Ferrybank Drive
City Hamilton
State Waikato
Zip 3210
Country New Zealand
Last changed 2016-12-01 23:00:00

Changelog

Changes to export fields - 5 December 2016:

  • REMOVED column: ‘Person or Company’.
  • MOVED column: ‘Company’ now AFTER ‘Last name’.