Importing Contacts

Access level: Any firm member

To Import Contacts into the Client Feedback Tool, take the following steps:

1.       My Firm > Contacts

2.       Select Batch Import

3.       Select the Template tab

a.       Select Download to obtain the Import Template file

4.       Populate the Contact Import Template with the appropriate information

a.       Save to desired file location on your computer

5.       Return to the Batch Setup tab in CFT and Select Upload

a.       Select File from your computer

b.       Once uploaded, Select Read

6.       The Contacts from your Import sheet will appear

a.       Confirm Total Contacts in Summary of Contact Import box located at bottom of screen

7.       Select Import

a.       Select Import in the pop-up box

8.       Review Summary of Import

a.       It is recommended that you always View the Detailed Log

                                                               i.      The log provides specifics on the data that was / was not imported

                                                             ii.      The log is especially helpful should any of the records fail to import