Importing Contacts From a File

You have the ability to import contact from either a .vcf file or a .csv file.

When importing via a file, we recommend using the vCard (.vcf file) option whenever possible, as it is a much more stable method of moving contacts from one application to another.

To Import Contacts Using a .VCF File:

  1. Click on "Contacts" in the main navigation bar.
  2. Click on the "Import/Export" button.
  3. Under "Import", select "From a .VCF File".
  4. Select any Tags that you wish to apply to the Contacts you will be importing.
  5. Click on the "Browse" button to find the .vcf file on your computer.
  6. Once you have selected your file, click the "Start Import Process" button.
  7. The Contacts have been uploaded.

To Import Contacts Using a .CSV File:
NOTE: If you are importing from an Excel or Google Docs spreadsheet, you first need to save the file as a .csv file. You can do this in Excel by going to "File > Save As" or in Google Docs/Drive by going to "File > Download As" and selecting the .csv option.

  1. Click on "Contacts" in the main navigation bar.
  2. Click on the "Import/Export" button.
  3. Under "Import", select "From a .CSV File".
  4. Click on the "Browse" button to find the .csv file on your computer.
  5. Once you have selected your file, click the "Start Import Process" button.
  6. Select any Tags that you wish to apply to the Contacts you will be importing.
  7. Using the dropdown menus on the right, match the item from your file (on the left) with the appropriate field in Planning Pod (in the dropdowns on the right). NOTE: Planning Pod may not have fields that match all the data in your file, so you may not be able to import all data points in your file.
  8. When you are finished, click the "Continue to Next Step" button.
  9. Review the matches to see if they are accurate. If they are not, click "Go Back & Re-Match". If they are accurate, click "Looks Good - Import Now".
  10. The Contacts have been uploaded.

NOTE: You can also import contacts via the "Settings / Import From Files" area of your account.

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