The Import Contacts feature is a great tool to conveniently and efficiently upload all of your contacts into your Travefy account, as well as allow for you to add more information to existing contacts.
To use the Import feature you will want to follow along with these simple steps:
1. Go to the Contacts tab
2. Click on Import Contacts
Once you have clicked on Import Contacts, window will appear. In this window there is a sample file option that you can download to ensure the file you would like to import is formatted correctly.
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.
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 the contact already exists, but the file that you are importing has information for that contact that does not exist in Travefy, the contact will be updated to include the information from the file. The Contact and the file being imported will need to contain the matching email to the Contact in Travefy.
You cannot add contacts with the same email address, and the import will highlight that in the preview.
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.
Questions? Chat us in the live chat within your account or send us an email at Professional@Travefy.com.