Import Contacts / Step 1: Add a Single Contact

When importing contacts into Contact Manager you must provide a valid source file. Contact Manager accepts data files that are Tab or Comma Delimited with the following extensions: .csv .tsv .txt .tab

Spreadsheet and database programs (such as FileMaker Pro, Microsoft Excel & Access, etc.) all have the ability to export records into data files. If you are experiencing difficulty importing a data file into Contact Manager, please contact ADBASE Customer Support for assistance.

To import contacts into Contact Manager using a data file, click the Contact Manager tab.

Click Import Contacts in the top menu.

Import Contacts / Step 2: Select Data Source

Click Browse to select the file you wish to import into Contact Manager. If the first row of your file contains column headings, place a check in the box next to First row has column headings.

Once you have selected your data file, click Continue to Preview.

Import Contacts / Step 3: Preview Imported Data

On the Preview tab, confirm that your data appears correctly. If your data does not appear correctly, click Start Again to import a different file. If your data is correct, click Continue to Options.

Import Contacts / Step 4: Options

On the Options tab, there are three choices available to you.

1. Import new contacts: Select this option to create a new group of contacts.
2. Import new contacts that will be updated in the future: Select this option if you want to create a group of contacts you can update at a later time.
3. Update previously imported contacts: Select this option if you want to update a group of contacts you previously imported. When this option is selected, you can choose additional options for Updating, Adding, or Deleting contact information. This option is only visible if you selected the option "Import new contacts that will be imported again in the future" when you initially imported your data file.

Select Import new contacts, then click Continue to Map Fields.

Import Contacts / Step 5: Map Fields

On the Map Fields tab, use the dropdown menus to match the fields from your imported data file to corresponding fields in Contact Manager. Note: Last Name and Company are mandatory fields. Skipped fields will remain blank for your contacts.

When you have finished mapping fields, click Continue to Groups.

Import Contacts / Step 6: Select Groups

Choose the group in which you would like the imported contacts to appear. You may create a new group and/or add your contacts to an existing group. Once you have made your selection(s), click Continue to Import.

Import Contacts / Step 7: Import Contacts

Prior to importing your contacts, you need to read and agree to the Disclaimer. If you agree, place a check in the box, then click Import Now... to import your contacts into Contact Manager.

Import Contacts / Step 8: View Summary

Once the import has been completed successfully, you will be presented with an Import Summary page indicating how many contacts were imported and which group(s) the contacts were added to. You may then select Import Another File to begin again, or View Contacts to view your list of imported contacts.