Importing Contacts CSV

You can upload the SkyDesk Cards R(here after ex-Cards R) format CSV to create contacts and companies.
"Importing Contacts CSV" can only be executed by users who can change organization settings.

Procedure:

  1. Click [Global Menu] > [Settings]
  2. Click [System Settings] > [Maintenance] > [Importing Contacts CSV] > [Import]
  3. Click [Choose File] in the dialog and choose your file
  4. You can change the settings by select [Options of File Import]
  5. Click [Upload] in the dialog.

Background import process

Files are processed in background after upload.
After registration, users of the same organization cannot register a new background processing until processing is completed.
The completion of background import process is notified to your Email address.

Options of File Import

Field Selection Description
Owner (User) Set the owner of the creating contact other than you.
Create company On Creates company departments from the company information of the contact.
Sets the link of created company department to the contact.
The same name companies are consolidated to one company.
Off Does not create company departments and does not link the company department to the contact.
After creating contacts, you can create company departments with confirming company duplication
and department hierarchy.
Set confirmation On Sets confirmation status of contacts. Contacts duplication remains on confirmation.
Off on duplicated Create contacts one by one in the CSV string and do the following processing.
  • Search confirmed contacts with items set in [Detection condition of duplicate contacts]
    • If there are no duplicate contacts, it will be confirmed.
    • If contacts are found, it will remain unconfirm view.
Off Does not set confirmation status of contacts.
After creating contacts, you can choose to merge or to keep duplication
on the duplication detection and set the confirmation status.
Name Aggregation Create contacts one by one in the CSV string and do the following processing.

  • If there is a mail address, it searches for confirmed contacts whose "last name, first name and email" matches.
  • If there is no mail address, it searches for confirmed contacts whose "last name, first name and company" matches.
    • If there is no confirmed contacts matching the conditions,
      Search confirmed contacts with items set in [Detection condition of duplicate contacts]
      • If there are no duplicate contacts, it will be confirmed.
      • If contacts are found, it will remain unconfirm view.
    • If there is one confirmed contact that matches the condition, the contact will be merged to the confirmed contact.
    • If there are two or more confirmed contacts matching the conditions, that contact will remain unconfirm.