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Introduction
This article provides an overview to the process of importing contacts to the Manage Contacts grid. The user will
A. Problem Statement
Describe the problem or issue that the article will address. This should be a specific issue that your readers may be experiencing or need help with.
B. Solution
To follow along with this guide, please use the main navigation bar to navigate to Tools > Manage Contacts.
Step 1: Click Import Contacts
To begin, click the green Import Contacts button located on the right, above the Manage Contacts grid. This will call up the Import Contacts popup.
Image: Manage Contacts Import Contacts
Step 2: Select or Drop Contacts File
The Import Contacts popup contains a green button labeled "Select CSV or XLSX file". Click this button, then select a file to upload. Only .csv and .xlsx files are acceptable file formats for this process.
Image: Import Contacts Popup
NOTE: The choice of header names in the spreadsheet file uploaded is important, as SCView maps columns of data in the spreadsheet to its own columns based on those names. If creating your own spreadsheet for import, please follow the guidelines listed below to select appropriate column headers.
Contact ID - Header containing "Id"
First Name - Header containing "First" or "Given"
Middle Name - Header matching "mi" or containing "Middle"
Last Name - Header contains "Surname", "Last", or "Family"
Date of Birth - Header matching dob or containing "Birth"
Email - Header containing "Email" or "E-mail"
Phone - Header containing "Phone" or "Cell"
Category - Header containing "Category"
Step 3: Verify Contacts
Once the chosen file is uploaded, the Confirm Contacts popup appears. This is dominated by a grid showing how the Manage Contacts import function has parsed the provided spreadsheet. Look over the data rows presented and verify that they feel correct. If any edits need to be done, simply click a field and make the edit directly in the grid.
3. Verify contacts. Any edits that need to be made can be done by double clicking a field. Click OK to upload.
NOTE: For the Action field, if it says Update, it means the contact already exists with the same name. We can change to Create or Ignore if needed.
Image: Confirm Contacts Popup
Once the file has been loaded, we will receive a popup confirming they have successfully been uploaded. Contacts will now be found in the Contact Manager screen.
Image: Import Confirmation Dialog
C. Best Practices
Provide recommendations and best practices to help readers optimize the solution and get the most out of it.
D. Troubleshooting
List and hyperlink any common issues or challenges that readers may encounter when implementing the solution, along with troubleshooting tips to help them resolve the issue.
E. Related Articles
Manage Contacts: Contacts Manager
Conclusion
Summarize the key points of the article and restate the solution to the problem. Encourage the reader to take action and implement the solution.
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