Import customer contacts
You can import customer contacts using Scheduler's Settings section .
This article describes how to:
You can import contacts from another software solution, such as QuickBooks, into Reveal. To do this, your contacts file needs to be in one of the following formats:
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Excel (XLSX or XLS)
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CSV (UTF-8)
Note
Most software solutions have instructions on how to export your customer contacts on their website. If you are unsure of the file format required, download our Excel template from the Import customer contacts section in Reveal.
Note
You can view customer imports that occurred in the past 20 days in Settings > Import customer contacts > Import. Records of customer imports that are older than 20 days are not available.
To import a file:
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There must be only one sheet in the file.
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Column headers must be in the first row only.
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Column header names should not be duplicated.
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There must be no more than 10,000 contacts in any one file. The maximum file size, per file type, is as follows:
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CSV 20 MB
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XLS 10 MB
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XLSX 5 MB
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A contact must have a name (first or last), and a phone number (mobile or other).
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You can import up to five emails, five phone numbers of any type, five mobile phone numbers, and five addresses per contact.
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Ensure that the contact details for each person are kept in a single row and not spread over multiple rows.
When your file has successfully uploaded, the following table is displayed:
The columns in the table are as follows:
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REVEAL CONTACT DETAILS: The headings that Reveal saves your customer information under.
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FILE COLUMN HEADINGS: The headings taken from the file you uploaded.
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PREVIEW FROM FILE: Information from the column header you selected.
To match contact details:
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Select headings from the FILE COLUMN HEADINGS drop-down lists so that they match the headings in the REVEAL CONTACT DETAILS column. The details from your file are then displayed in the PREVIEW FROM FILE column.
Note
If a column header from your file has the same name as the REVEAL CONTACT DETAILS, they should match automatically. First and last names grouped together in the First name row should import without issue.
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To match a customer’s phone number, select it from the FILE COLUMN HEADING drop-down menu.
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If your customer has more than one phone number, select +ADD in the Phone section. Match the additional phone number with the correct heading.
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If you intend to send your contacts job confirmations and reminders, you must add a mobile phone number under the Mobile header. To add additional mobile numbers, select +ADD in the Mobile section. If you choose not to enter a mobile or phone number country code, Field will automatically use the country code of your head office.
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To match a customer’s address, select it from the FILE COLUMN HEADING drop-down menu.
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If your customer has more than one address, select +ADD in the Address section. Match the additional address with the correct heading.
To check if all your contacts have been successfully imported:
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Go to Scheduler and click Settings
.
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Go to Import customer contact.
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Find the relevant import in Import history.
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Go to Contacts imported to learn how many contacts were imported from your file.
To see if a particular contact has been imported:
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Go to Scheduler.
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Click CREATE JOB.
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Search for a contact you imported. If they are listed, this indicates that they have been successfully imported.
To review contacts that failed to import:
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Go to Scheduler and click Settings
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Go to Import customer contact.
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Find the relevant import in Import history.
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Download the Excel file containing the failed imports.
This file contains the contacts that failed to import, and lists the reason for each failure. Fix the issues and then try to upload the file again.
Learn about importing customer contacts - error messages.
To delete the file you imported with customer contacts:
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Go to Scheduler and click Settings
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Click Import customer contacts.
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In the Import history table, find the imported contacts file you want to delete, and then click the Trash icon
beside it.
After a file has been deleted, its details are still visible for a limited time in the Import history table, and are displayed in grayed out text. The following text is also shown in the UPDATES column:
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"[number of contacts] deleted by [admin name]."
The information about the deleted file will vanish after a few days.
Note
If new contacts were added when these jobs were created, they will remain in Scheduler even if the job is deleted.
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Learn how to Import job details.
Learn how to delete a customer contact.