Kontakte importieren (en)


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In this tutorial, we'll show you how to import contacts to Samdock, whether they're Persons or Organizations.

The fastest way to import contacts would be to click here, and you'll land in the screen below.

Another way would be to go to the Settings section in Samdock, click on Import, and then, in Import new contacts.

Import organizations

Once in this screen, we'll begin importing Organizations first, and Persons later.

If you don't have any organizations to import, click on Import without organizations.

If you do have organizations to import, go ahead and click on Next to begin.

For the import to be successful, the data should be organized in a certain way. This ensures that the script running the import will correctly assign every value with its correct field.

For that matter, we suggest that you download the .csv file to check that all the data is in the right format. If it's not, you might experience problems while importing.

NOTE: you'll find a legend to the corresponding fields in the first column of the file. This column won't be imported automatically.

Once you have the document correctly formatted, drag and drop the file to the center square, or click on Click or drag the file here and select the file from your device.

☝ We strongly recommend that you test this process first with an example

As soon as the file has been successfully uploaded, you'll see a preview similar to this one below. Here you can check that the fields and the data matches correctly.

If it's correct, click on Confirm.

Import persons

Now's the time to import Persons.

If you don't have any persons to import, click on Import without persons.

If you do have persons to import, go ahead and click on Next to begin.

This time again we suggest that you download the .csv template file to ensure you'll import your persons correctly. 

NOTE: you'll find a legend to the corresponding fields in the first column of the file. This column won't be imported automatically.

Once you have the document correctly formatted, drag and drop the file to the center square, or click on Click or drag the file here and select the file from your device.

☝ We strongly recommend that you test this process first with an example

As soon as the file has been successfully uploaded, you'll see a preview similar to this one below. Here you can check that the fields and the data match correctly.

If you find some errors, go back one step by clicking on the back button, adjusting the file, and uploading it again.

If it's correct, click on Confirm and import all.

☝ Sometimes you need to reload the contacts page a few times for all contacts to show up, depending on how many you imported.

Success! You've imported all Organizations and Persons to Samdock.

If you still have trouble importing or if you detect an error on your import, please contact our support team that will happily assist you.

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