You can import records from a spreadsheet file in either CSV or TXT format into your database. Records consist of fields, each of which contains a single or multiple parameters as well as text.

Table of Contents

• To Prepare a File to Import
• To Import Records
• To Withdraw Records

To Prepare a File to Import

1. Open a spreadsheet application, such as Microsoft® Office Excel.
2. Enter field names in the first row, each in a separate column. “name” and “phone1” fields are mandatory.
3. Enter your records below the first row, one record per row.
4. Save your file as a CSV or TXT file.

To Import Records

1. Select a project from the project list, then select Database > Import.
2. Select Actions > Import.
3. An import wizard window pops up. Navigate to the CSV or TXT file you want to import and select it. Press Open.
4. Optional: if you want to import phone numbers with only a specific prefix, then mark the Show warning message if imported phone numbers do not match this prefix checkbox, and enter a prefix in the text field.
5. Press Next.
6. Mark or unmark the checkbox beside the fields you want to import. Select field types. Press Next.
7. If duplicated phone numbers or invalid values are found, you can select one of a number of options to deal with them.

To Withdraw Records

1. Select a project from the project list, then select Database > Import.
2. Select a file you want to withdraw, then select Actions > Withdraw import.
3. Press Yes.

Note: You can only withdraw records that were not used, for example, an agent has not contacted the record.