You can import contacts into Magnetiq from two different contexts:
In the Contact section: Use the "Import from Excel" button.
Inside an Event: Use the "Add attendees > Import from Excel" button.
Step-by-Step Procedure:
Download the file template (.xlsx) as a reference from the link provided on the page.
Pay attention to the column titles and order in the .xlsx template.
Ensure the fields Name and Surname are filled in, as they are mandatory.
Create a separate Excel file for each Area (Category).
Paste your data into the file, making sure to respect the column order.
Upload the file (accepted formats: .xls, .xlsx).
After uploading, you’ll see a preview where you can review your data and fix any errors before importing:
Once all blocking issues are resolved, the "Import contacts" button in the top-right corner will become available. Click it to complete the import.
Important Notes on Duplicate Handling:
No duplicates within the same Area (Categories):
If you import the same contact within the same Area (Category) - e.g., "Clients", the system will not create duplicates. Instead, it updates any new or different data, using the details from the latest import. You will also receive a dialog box confirmation during the process.
Example:
In the "Clients" Area (Category), you first import:
John Doe, email: jdoe@acme.com
In a second import, still in the "Clients" Area (Category), you import:
John Doe, email: john.doe@acme.com
The system will update the email for John Doe to john.doe@acme.com and keep only one contact in the "Clients" Area (Category).
Duplicates across different Areas (Categories):
If you import the same contact into a different Area (Category) - e.g., "Suppliers", the system will treat it as a separate contact. You will then have one instance of John Doe in each Area.
Automatic Formatting
When importing contacts, the fields Title, Name, Surname, and Job Title are automatically capitalized: the first letter is uppercase, and the remaining letters are lowercase.