1 00:00:00,350 --> 00:00:04,086 Let’s import an Excel workbook and check the result in Contacts. 2 00:00:05,028 --> 00:00:09,526 We’ll use the Resources file with Emma Carter, Grace Miller and Noah Wilson. 3 00:00:10,463 --> 00:00:15,300 Emma is already in our demo; Grace and Noah will be added as new contacts. 4 00:00:16,238 --> 00:00:19,824 Then we’ll open Grace’s record to check the imported information. 5 00:00:22,083 --> 00:00:23,890 Open Import in the main menu. 6 00:00:24,832 --> 00:00:29,832 You can bring in contacts from Google, Microsoft, Apple or an Excel file. 7 00:00:30,770 --> 00:00:33,297 The Apple option is used on an Apple device. 8 00:00:34,234 --> 00:00:37,006 For this task, choose From Excel File. 9 00:00:37,944 --> 00:00:41,911 Resources also has written instructions for importing from the other accounts 10 00:00:41,925 --> 00:00:42,862 and devices. 11 00:00:45,117 --> 00:00:49,641 Download the template and open Contacts, the first worksheet in the workbook. 12 00:00:50,583 --> 00:00:54,591 Keep its headings when replacing the examples with your own data for a real 13 00:00:54,605 --> 00:00:59,618 import. Each row represents one person and Name is required. 14 00:01:00,556 --> 00:01:04,496 The Instructions sheet explains which column maps to each field in the app. 15 00:01:06,750 --> 00:01:10,677 Check codes, phone numbers and postal codes before saving. 16 00:01:11,618 --> 00:01:14,771 The template stores them as text, aligned to the left. 17 00:01:15,708 --> 00:01:20,762 Grace’s postal code is 02108 and must keep its leading zero. 18 00:01:21,700 --> 00:01:24,703 Leave Code blank for the app to assign it automatically. 19 00:01:25,640 --> 00:01:28,290 Save the workbook as an .xlsx file. 20 00:01:30,550 --> 00:01:35,278 Under Import from Excel, choose Browse and select your saved workbook. 21 00:01:36,220 --> 00:01:40,310 Tick First row contains headers so that the first row is used for headings. 22 00:01:41,247 --> 00:01:43,380 Check that you selected the right file. 23 00:01:44,318 --> 00:01:48,625 The template starts in column A, and the form lets you specify which column 24 00:01:48,639 --> 00:01:50,636 supplies each contact field. 25 00:01:52,917 --> 00:01:55,702 Map Name to column B and Postal Code to D. 26 00:01:55,824 --> 00:01:57,930 Email is in J and Company in L. 27 00:01:57,971 --> 00:02:00,797 Complete the remaining fields using the Instructions sheet, 28 00:02:01,096 --> 00:02:03,283 then check the mapping from start to finish. 29 00:02:04,225 --> 00:02:07,119 Each value will go to the correct contact field. 30 00:02:08,057 --> 00:02:10,964 Once you’ve finished your review, choose Import. 31 00:02:13,250 --> 00:02:17,639 The app reports the imported records and duplicate contacts that were not added. 32 00:02:18,580 --> 00:02:21,366 In our demo, Grace and Noah are added; 33 00:02:21,597 --> 00:02:24,586 Emma is skipped because her email already exists. 34 00:02:25,523 --> 00:02:27,670 This import adds new contacts. 35 00:02:28,608 --> 00:02:32,004 To change an existing one, open its record afterwards. 36 00:02:32,942 --> 00:02:35,116 Review the result before continuing. 37 00:02:37,383 --> 00:02:40,060 Return to Contacts and search for Grace Miller. 38 00:02:41,002 --> 00:02:46,151 Open her record and check the name, company, email, phone and address. 39 00:02:47,089 --> 00:02:50,594 Check the postal code 02108 as well. 40 00:02:51,532 --> 00:02:54,738 To organise your new contacts by source or priority, 41 00:02:55,010 --> 00:02:59,086 edit their records and assign the groups and tags you prepared in Utilities. 42 00:03:01,350 --> 00:03:03,143 You can now prepare a workbook, 43 00:03:03,334 --> 00:03:07,247 map its columns and read the result before checking the contact records. 44 00:03:08,189 --> 00:03:12,305 Resources has the Excel template, field mapping and steps for Google, 45 00:03:12,509 --> 00:03:13,814 Microsoft and Apple. 46 00:03:14,751 --> 00:03:16,178 Start with a small batch, 47 00:03:16,395 --> 00:03:19,724 check the imported information and continue with the rest once you’ve 48 00:03:19,738 --> 00:03:20,824 reviewed the result.