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Start with an Excel contact list and turn
it into contact records in My

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Contacts Cloud. We will prepare a small
file, map its columns

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and check what was added, including rows
that were skipped.

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All data is fictional. The app is shown in
Spanish, with English field

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guides alongside the screenshots.

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Download the English Excel template from
Resources.

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Its first sheet has the sixteen supported
fields and a fictional example for

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Alex Morgan. The second sheet provides
instructions.

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Keep the original, make a working copy and
replace the example before

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importing. For this recording, we used a
separate Spanish working copy with

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eight fictional test cases.

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Put your contacts on the first sheet,
starting in column A, with one person

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per row. Name is required.

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You can leave Code empty so the app
generates it.

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If you start with a CSV, rearrange its
columns to match these fields and

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save it as an Excel workbook.

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Changing the extension alone does not
prepare the data.

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Format phone numbers, postal codes and
identifiers as text.

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This lets you check prefixes and leading
zeros before importing.

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Ana's postal code starts with two zeros.

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Her phone number also appears in two
formats.

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Standardise them first: the app may treat
two formats of the same phone

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number as different values.

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Open the Excel importer from the app's
Import menu and select the working

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copy. Because the first row contains
column names, enable the headers

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option. Map A to Code, B to Name, H to
Phone one and J

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to Email. Check all sixteen mappings.

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Another workbook may use different
columns.

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The English field guide explains the
Spanish controls shown here.

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Start with a small number of contacts.

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Check the file size and the contact
capacity available in your workspace.

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Once you have checked the mappings, select
Import and wait for the result.

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This example deliberately includes some
problem rows so we can see what

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happens to them.

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Four contacts were added, and the summary
reports two duplicates.

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But our file had eight data rows, so
another two rows were skipped as well.

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The summary does not explain every
omission individually.

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That is why we compare it with the working
sheet and the contact records

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that actually appear in the list.

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One row repeats Ana's email address with
capital letters and spaces at

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either end. Another puts her Phone one
value in Phone two.

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Both are skipped. A match on any non-empty
phone number or email is enough

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to skip a new record.

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The app checks existing contacts and those
added earlier in the same batch.

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It does not merge records or update the
originals.

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The other two omissions have different
causes:

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one row repeats Bruno's code, and another
has no name.

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They are not included in those two phone
or email duplicates.

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Carla is added even though she has no
phone number or email.

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Diana is added too: her phone number
represents Ana's number but is written

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without spaces. Review these cases before
importing the rest.

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Open Ana's contact record and compare it
with the file:

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her accented name, company, phone number
and postal code.

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Check that both leading zeros remain and
that a code has been generated.

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This review is part of the import.

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Groups, tags, interactions and reminders
are set up afterwards in the app;

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they are not columns in this template.

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The description links to the English
template, preparation checklist and

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step-by-step guide. Download a copy,
prepare a small batch and check

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the resulting contact records before
continuing.

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You can then record a next action for each
contact and keep the follow-up

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together in My Contacts Cloud.