By creating a "Saved Mapping" in VanillaSoft, you can automate the process of importing contacts through email. This feature ensures that contacts from a .csv file are automatically added to your VanillaSoft project, provided the file adheres to a specific format.
Steps to Automatically Import Contacts by Email
- Create a Saved Mapping: Follow the steps outlined in the How to Save an Import Mapping article to create a saved mapping.
- Prepare the Spreadsheet: Ensure your spreadsheet is saved as a .csv file and that it maintains the exact same column format as the saved mapping.
- Locate Import Email Address: Once the saved mapping is created, an email address will appear above the mapping list, labeled as Import contacts by email.
- Send the CSV File: Email the .csv file to the provided address. Any csv spreadsheets sent to this email will automatically import the contacts into your VanillaSoft project.
By following these steps, you can efficiently automate the process of importing contacts, ensuring data is consistently formatted and up-to-date in your VanillaSoft project.