Importing Contacts is a quick, reliable way to bring your full contact list into Travefy—or add more detail to the contacts you already have.
To use the Import feature you will want to follow along with these simple steps:
1. Go to the Contacts tab
2. Click on the (...) button on the right-hand side
3. Click on Import Contacts
When you click on the More(...) button, a few options will appear. Click on Import Contacts at the top.
Once you have clicked on Import Contacts, a window will appear. In this window there is a template file option that you can download to ensure the file you would like to import is formatted correctly. Copy and paste your data into the correct columns of the template file to ensure proper formatting before uploading.
You are also able to drag and drop the file you would like to upload, or click within the blue box to bring up your file explorer.
Note: If you are uploading a file and utilizing the Custom Fields or Labels, they will need to first be created within Travefy for them to appear in the example file. Uploading a document with fields for the Custom Fields or Labels without first making them within Travefy will cause the document import to fail. Ensure your spreadsheet matches Travefy’s contact import template exactly, including column structure and headers. Reformat email addresses to meet Travefy’s requirements and ensure no invalid or excessively long emails are included. Delete rows with blank email fields before re-uploading the file.
3. Upload File
Once you have selected your file, you will be brought to a preview of the contacts you're about to upload.
If a contact already exists in Travefy, any new information from your file will be added to their profile.
For this to work, the email address in your file must match the email on the existing contact.
You cannot add contacts with the same email address, and the import will highlight that in the preview. To resolve duplicate email errors, use the search bar on the Contacts page to locate the email address. If the email is already associated with another contact, edit the existing profile or delete it if no longer needed. Additionally, check if the email belongs to a team member, as Travefy prevents adding team members as contacts.
Be advised that the preview only shows the first 5 contacts when importing.
4. Confirm and Import
If everything is is lined up correctly you will then be able to complete the import by clicking on the Confirm and Import button. Once clicked, these contacts then will be imported into your Travefy account.