Adding Contacts Using Copy And Paste

Brian Childress
Written by Brian ChildressLast updated 2 days ago

DirectQI allows you to copy contacts from excel or text files and paste them into a special form. First, open the Add Contacts page using one of two ways.

  1. Go to Contacts -> Overview and click Add Contacts in the right upper corner.

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2. Go to Contacts -> Add Contact.

Then select the third tab Copy Paste Contacts then click Continue.

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Paste your contacts in the text box and click parse pasted data then click Continue.

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3. Match the column name with inserted data then Click Continue. Read more about Matching fields in the list import.

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4. Next, select the list to which new contacts will be added. You can create a new list by entering its name in the text box on the left side of the page or select an already existing one on the right side of the page to add contacts. After selecting the list click Continue.

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The review & import page allows you to import the already existing contacts without making any change to the data in the system and not update them or by clicking Update existing the already existing email contact data like firstname lastname tags etc will be updated with the new ones in the imported file.

After this step click on Import Contacts button showing the import number :

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NOTE: During the upload process, all duplicate and invalid email addresses are automatically eliminated.

See also:

Adding A Single Contact

Uploading Contact List From Files

Accepted File Formats For Uploading Contacts

Matching Fields In The List Import

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