Contacts can be imported into the system using the CSV import feature.
A template of the .csv file needed to bulk upload contacts can be downloaded here.
Here are the steps that need to be taken to action the above:
- Go to Admin > Import (found on the top navigation bar).
- On the right hand side of the screen click the blue button labelled 'Bulk Import Users/Contacts'.
- You will be taken to the 'Bulk Import Procedure' section.
- Select your .csv file with the intended contacts' information and select the 'Contacts' option.
- You can now upload the file to import the new contacts.
- Once the upload is complete Sentinel will generate a summary report of the upload.
The information below provide an explanation for the fields that can be used for importing contacts.
| Field Name | Comments |
|
name |
Required. Maximum length: 100 characters. |
|
surname |
Required. Maximum length: 100 characters. |
|
primary_email |
Required. Must be a valid email. |
|
country |
Must be a valid country code. (Refer to the country codes list). |
| location | Maximum length: 50 characters. |
| company | Maximum length: 50 characters. |
| primary_mobile_code | Required if primary_mobile field is present. Must be a valid dialling code. (Refer to the country codes list for the dialling codes). |
| primary_mobile | Required if primary_mobile_code field is present. Must be numeric. |
| primary_landline_code | Required if primary_landline_code is present. Must be numeric. |
| primary_landline | Required if primary_landline_code is present. Must be numeric. |
| groups | Comma separated group IDs. How do I find the group ID? |