Importing Contacts with the Import Template

You can find the Import Template by going to the Contacts tab and looking in the right hand column for this Import Contacts box. Just click to download the template.

The import template will help you get all of your information to the right place in Batchbook.

Since Batchbook creates a separate record for company and individual, a best practice is to add the company specific information on its own line, above the individual specific information. In this example, the address will be stored on the company record, whereas the email and other person specific information will be stored on the individual record.

To upload a spreadsheet, first save it as a .csv file. On the Import Contacts box, choose CSV as your import format and then click Choose File to locate the file stored on your computer. Click Go to import the file.

As you can see, the information gets imported as two different types of records. Individuals are linked to companies as personnel.

When you have a person as an employee of a company, you will be able to see the company information on their record as well as there own information. Here, you can see that the company information is labeled as 'company'.