TOTALS User's Guide > Contacts > How To Import Contacts From CSV Files

How To Import Contacts From CSV Files

Choose "Contact" from the sidebar

Choose "Import from CSV..." from the bottom menu

Select a CSV file and choose "Open"

Setup the Mapping Table

The Mapping Table has 2 columns: CSV Value and Application Field.

1- CSV Value

This column lists all values of one row in a CSV file at a time.
Use the left and right buttons titled with arrows respectively to navigation through the CSV rows. Navigating through CSV rows is for convenience only.

2- Application Field

Use this column to actually map a CSV column to an object field.

Mandatory application fields are displayed in red.

If a CSV column is not relevant, choose the option Do not import. These columns will then be ignored.

3- Skip first row

Most CSV files start with a header row. In this case, select the option Skip first row to not import the first row.

Choose the Import button

The Import button will remain disabled until all mandatory fields, displayed in red, have been mapped to a proper CSV column.