You can import your list of contacts into IncoDocs in just a few clicks. Watch the short video below to see how it works.
Step 1: Format your CSV file correctly
Click below to download an example CSV file template:
Note: Make sure that your file is a .CSV, .TSV or Excel format. You will have to make sure that the first row in your spreadsheet contains the correct column names.
Watch How to Import your CSV file
Step 2: Import Your Contacts
From the Contacts screen, click 'Import Contacts'. There are 2 options you can use to import contacts:
1) Upload your contacts via a CSV file
2) Copy and paste directly into the spreadsheet.
Step 3: Matching Your Fields
After you finish uploading your data, you’ll need to match each column from your spreadsheet to a field in IncoDocs. In some cases, IncoDocs will recognize your column name and do the work for you. You'll also see a few preview rows from your spreadsheet so you get a good idea of what's in each column.
Automatically matched fields will show "Matched to the ______ field" and give you the option to click 'Confirm mapping'. You can also continue without doing so if you're happy with the auto-matching.
If you don’t want to import a column from your spreadsheet, click ‘Ignore this column’ on each field box.
To match the data from your spreadsheet to the right place in IncoDocs, use the dropdown to the left next to the column names.
Click ‘Review’ at the bottom of the modal to move on to the next page.
Resolving Validation Errors
The Contacts Importer will highlight any errors in your data and let you fix them up before submitting. Fields with errors will be highlighted in red and hovering over the field will give you a description of the error so you know what to fix.
💡 PRO TIP: To see just the rows that have errors, you can toggle "Only show rows with problems" in the top left.
Then you can work your way through until there are no more errors then turn off the toggle and review your data one last time before continuing to the final step. Once you've reviewed your data and there are no errors, click 'Continue' at the bottom to start the import.
Download your existing contacts as a CSV file
You can download a CSV of your existing contacts stored in IncoDocs by clicking the 'Export' Button. You will receive an email to download your CSV file.
If you need help to get your Contacts or Products imported into IncoDocs, please reach out to our chat on the bottom right, or email email@example.com