Contacts – Import / Export
You can import/export Contacts from:
Account Settings → Import / Export Data
Data Structure
The Contacts data structure is the same for imports and exports.
| Field | Sample value |
|---|---|
| Contact ÏĐ | 12345 |
| First name | Joseline |
| Last name | Appleseed |
| Company name | Apples Inc. |
| josy@appleseed.co | |
| Phone | 0123 1234 5678 |
| Address | 123 Ferrybank Drive |
| City | Hamilton |
| State | Waikato |
| Zip | 3210 |
| Country | New Zealand |
| Last changed | 2024-01-01 23:00:00 |
Import Contacts
Follow the instructions you see on screen:
- Download a CSV file.
- Start from an empty template. You can download these from Account Settings → Import / Export Data → Contacts.
- 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)
- 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.
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).