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Import Contact

Overview

To import more than one contact we use a spread sheet with the required data. The data must be setup with the required columns heading.

For details on what defines a "Contact" please see the refence section.  Contact

To add a contact, a location may be add for that contact if the location is unknown then ?unknown? location can be selected in the database.

To add locations see : Add Single Location or Bulk Import Locations

Detail

Spread Sheet required Column Headings

The default spread sheet for importing Contacts can be created by exporting the exsiting information from Katmandoo, see Exporting Contacts  

Pre-requisite to add a contact

Click here for pre-requisite.

Main Form

Open the main Contact screen

Task => Contact => Manage Contact

image001.png

This can also be opened by just clicking on the  the short cut to the ?Contact Navigator? on the LHS of the screen  (See using the Navigators)

This opens up the Contact Navigator.

To see all the locations Enter ?*? in search field.

 And click on the image011.png button or press the ?Enter? key

Select all locations

 

This will display all Contacts from all locations that are currently in the database.

And click on  "All LOCATION | ALL" 

This will open the full dispay screen

Click on  

This will open the Import Contact Wizard

Click on image021.png to select the source file.

Load  "Contacts.xls"

 If there is more than one work sheet in the spread sheet, then you will have select the work sheet

If the file you are importing has repeated data then you have to check the following box.

 File will auto load, 

 The data column headings will now be loaded

See Mapping Columns

 
Click on  to see the data that will be imported,

 Click 

 

 Click on 

 Click on 


See Also