Importing Your Contacts into Vanillasoft

Your contact list must be saved as a .csv file before it can be imported. If your list is currently in Excel or another spreadsheet format, refer to the Save Your Spreadsheet as a CSV File article for instructions.

If you are on a French or non-English Windows operating system, your CSV file may use semicolons instead of commas as separators, which can cause import errors. Refer to the Change Semi-colon Separators to Commas in Windows article to fix this before importing.

1. Log in to Vanillasoft as an Admin.
   

   • If you are logged in as a Caller, switch to Admin from the top menu.

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2. Select the Project you want to import contacts into.
   

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3. Open the Contacts & Reports menu and select Import Contacts.
   

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4. Click Choose File, locate your CSV file, select it, and click Open.
   

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5. Open the Import Method drop-down and select the appropriate option.
   

   • Add Contacts: Adds all contacts from your file without checking for duplicates.

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   • Add Contacts / Skip Duplicates: Adds new contacts and skips any duplicates based on a field you select.

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   • Add / Update Contacts: Adds new contacts and updates any existing matches based on a field you select.

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6. Click Next.
   

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7. Map the fields from your CSV file to the corresponding Vanillasoft fields. Vanillasoft will attempt to map them automatically, but verify all mappings before continuing.
   

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8. Once your mapping looks correct, click Start Import.
   

You will be directed to a screen showing your import status. You can navigate away from this page without affecting the import.