Import Data

Contacts can be imported as a people records from excel and csv files. The fields that can be imported into the system from an excel document are:

  • Last Name
  • First Name
  • Middle Name
  • Nickname
  • Email
  • Company
  • Phone
  • College
  • Department
  • Prefix
  • Suffix
  • Title Gender
  1. Settings
  2. Import Data
  3. Once you have chosen the file to import, select the type of file it is from the drop-down menu of “Type of Data Being Imported”. The data from the file will be displayed below this section it will be displayed on the screen.
  4. Line up the sections in “Column Mapping”. Once you have successfully lined up your data,
  5. “Refresh/Validate” to review prior to importing into Innovate.