Import existing customer contacts

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

Importing from another software solution

You can import contacts from another software solution, such as QuickBooks, into Reveal. To do this, your contacts file will need to be in one of the following formats:

  • Excel (.xlsx or.xls)
  • 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 when importing from Excel, download our Excel template from the Import customer contacts section of Reveal. 

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.
     

Matching contact details

When your file is uploaded, you see this table:

 

REVEAL CONTACT DETAILS

This column shows the headings under which Reveal saves your customer information. 

FILE COLUMN HEADINGS

This column shows the headings taken from the file you uploaded. 

PREVIEW FROM FILE

This column 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.

Example:

Where REVEAL CONTACT DETAILS show Email, select Email from FILE COLUMN HEADINGS.
Then, the information in PREVIEW FROM FILE will show the email addresses of your customers.

Here are examples of successfully matched headings:

Note: 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 mobile phone numbers

Match imported mobile phone numbers with the Mobile phone header. Doing this means that customers will be able to receive job confirmation and job reminder text messages when these are enabled. 

Matching addresses

Match a customer’s address by selecting the relevant heading from the FILE COLUMN HEADING drop-down, for example, Address, Bill To, Ship To.

 

You can add additional address lines as needed, see the example below.

 

If your customer has more than one address, select +ADD beside Address. Match this address with the correct heading, for example, Ship to address.

 

Successful imports

To see how many 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 check if a 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 check if any contacts 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 will contain all the contacts that failed to import and give you the reason for the failure alongside each contact. You can fix the issues and try to upload the file again.

 


Was this article helpful?


1 out of 6 found this helpful