Save time manually adding contacts into your Address Book by using our easy import template.
Video Demonstration:
⚠️ Important: Please do not edit, remove, or add columns to this template. Our imports rely on the formatted layout and accuracy of the information, in order to be successfully uploaded to your account.
Instructions:
Prepare the file
Open the Address Book Import Template.xlsx on your device.
Review the 'Instructions' sheet carefully, and familiarize yourself with the 'Contacts' sheet used to input your data. Do not edit/remove sheet 3 ('Internal')
Save the file as "Address Book Template_Studio Name.xls" (e.g., Address Book Template_Studio Alexandra.xls)
Enter your contact information
Open your existing contact list
Enter the relevant contact information in the Contacts sheet, following the instructions on sheet 1.
⚠️ Required fields for import
Make sure to include the following required fields to ensure a successful import:
Company Name - also use this field for your client's name, if importing client contacts
Type - select one of three contact types - 'Supplier', 'Client' or 'Other'.
In cases of trades or contractors, we'd recommend assigning these as 'Other', and using the 'Label' field to further categorise your contacts.Contact Email Address - This field is crucial for linking suppliers to Schedules, and clients to invoices.
Address and contact details
Enter the street address only under the Address column, with the other details in the relevant columns City, Postcode and State.
Ensure only one contact per row - this includes the Name, Phone Number and email address.
If you have multiple contacts under one company, please duplicate the row and fill in the additional contact details.
Finalize and submit
Save as an Excel (.xlsx) file and ensure your file name follows our format.
Submit the completed file via live chat or email it to us at team@programa.design.
Our team will review the data, and may reach out for any clarifications.
Note: We'll ask you to review and re-submit this template if the guidelines above are not followed.The data will be imported into your account within 3-5 business days, and you will be notified once the import is complete.