Import a List of People or Companies Using Contact Importer

TE Recruit's Contact Importer gives you the ability to import spreadsheets and create new records for People, Companies or a combination of the two.

The Contact Importer has the ability to import .xls, .csv, .xlsx, and .ods files.

Please note:

• The Contact Importer can only import one spreadsheet at a time
• There is a file size limit of 20MB per file to be uploaded
• Make sure that each record is on a single row within your spreadsheet and that the first row of your file includes headers that label each column
• Each spreadsheet can contain no more than 30,000 rows
• Only one import can be requested at a time

To start a new Contact Import:

• To begin a new import, click the Start an Import button to begin the Import Wizard

• Drag and drop a file or click the Browse button to select the appropriate .xls/.csv/.xlsx file from your hard drive

• Check the appropriate import options to determine whether you are importing a list of People, Companies, or both
• Choose whether or not you would like the import to update existing records if duplicates are found for People, Companies, or both
• Check the email compliance box after reading through TE Recruit’s Email Policy, and then click the Continue button

• On the Field Mapping screen, you’ll “map” the columns on your spreadsheet into specific fields in TE Recruit
  • For example, you probably want the first name column on your spreadsheet to map to the First Name field within the software
  • Your spreadsheet columns are listed on the left side of the page
• Click the appropriate Select Field link to the right of each of your columns to identify the field you would like it mapped to within the database
• Click the Continue button once your mapping is complete

• On the next screen, select any fields that you wish to apply to ALL People or ALL Company records in your import
  • For example, if you are importing a list of Prospect Companies, you may choose to label them as such via the Type field
• Click the Continue button once you’ve made your selections

• On the final screen of the wizard, review the fields that are mapped for import
  • If any are not mapped, and you need to import those, click the Edit People columns, Edit Company columns, or Edit unused columns button
• Click the Run Import button once complete

• This will route you back to the Import list where you should see your new import listed as Pending at the top of the page
• Your import will be entered into the queue and you’ll see a new notification in the top right corner of TE Recruit once the import is complete