Import customer contacts

En Español

Customer contacts are imported from Reveal Field Scheduler's settings section.

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:

  • Excel (XLSX or XLS)
  • CSV (UTF-8)

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 of Reveal.

You can view customer imports that occurred in the past twenty days in Settings > Import customer contacts > Import. Records of customer imports that are older than twenty days are not available.

 

This article covers:

Importing a file

To import a file, follow these guidelines:

  • There must be only one sheet in the file.
  • Column headers must be in the first row only.
  • Column header names should not be duplicated.
  • There must be no more than 10,000 contacts in any one file. Here is the maximum file size, per file type:
    • CSV 20 MB
    • XLS 10 MB
    • XLSX 5 MB
  • A contact must have a name (first or last), and a phone number (mobile or other).
  • You can import up to five emails, five phone numbers of any type, five mobile phone numbers, and five addresses per contact.
  • Ensure that the contact details for each person are kept in a single row and not spread over multiple rows.
    Import_existing_customer_contacts.png

Matching contact details

When your file is uploaded, you see this table:

Contact_Details.png

The columns in the table are as follows:

  • REVEAL CONTACT DETAILS: Shows the headings under which Reveal saves your customer information.
  • FILE COLUMN HEADINGS: Shows the headings taken from the file you uploaded.
  • PREVIEW FROM FILE: Shows information from the column header you selected.

How to match contact details

Select headings from the FILE COLUMN HEADINGS drop-down so that they match the headings in the column REVEAL CONTACT DETAILS. The details from your file will then appear in the PREVIEW FROM FILE column.

Contact_Details_With_Preview.png

If a column header from your file has the same name as the REVEAL CONTACT DETAILS it will automatically match.

Matching names

First and last names grouped together in the First name row will import without an issue.

Matching phone numbers

Match a customer’s phone number by selecting it from the FILE COLUMN HEADING drop-down menu.

If your customer has more than one phone number, select +ADD beside Phone. Match the additional phone number with the correct heading.

Add_multiple_phone.jpg
In order 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 beside Mobile.

If you choose not to enter a mobile or phone number country code, Field will automatically use the country code of your head office.

Matching addresses

Match a customer’s address by selecting it from the FILE COLUMN HEADING drop-down menu.


If your customer has more than one address, select +ADD beside Address. Match the additional address with the correct heading.

Successful imports

To check if all of your contacts have been successfully imported, follow these steps:

  1. Go to Scheduler.
  2. Click the settings icon
  3. Go to Import customer contact.
  4. Find the relevant import in Import history.
  5. Go to Contacts imported to learn how many contacts were imported from your file.

To see if a particular contact has been imported, follow these steps:

  1. Go to Scheduler.
  2. Click on CREATE JOB.
  3. Search for a contact you imported. If they appear, then they have been successfully imported.

Failed imports

To review contacts that failed to import, follow these steps:

  1. Go to Scheduler.
  2. Click the settings icon
  3. Go to Import customer contact.
  4. Find the relevant import in Import history.
  5. Download the Excel file containing the failed imports.

This file contains all the contacts that failed to import and gives you the reason for the failure alongside each contact. You can fix the issues and try to upload the file again.

Delete customer contacts files

Delete the file you imported with customer contacts by following these steps:

  1. Go to Scheduler and click the settings cog.
  2. Click Import customer contacts.
  3. In the import history table, find the imported contacts file you want to delete and click the trash icon beside it.

After a file is deleted, its details will still be visible in light grey text in the import history table. The following text will also show in the UPDATES column:
"[number of contacts] deleted by [admin name]."
This information will no longer be visible after a few days.

If new contacts were added when these jobs were created, they will remain in Scheduler even if the job is deleted.

 

Learn how to Import job details.

Learn how to delete a customer contact.


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