Contact Import Tool

The Contact Import tool can allow users to quickly import new contacts into the system. It supports the importation of large quantities of people, which can make entering enormous amounts of data into the system a breeze!

Finding the Contact Import Tool

1. Navigate to the Contact Manager. 
2. Click Tasks > Import Contact. 

How to Add / Fill-in Information

The Contact Import tool does not have an exportable file, in which you can use to fill out information and reupload. All information must be entered directly into the online spreadsheet provided by cieTrade.

In-cieTrade Method:

Each column represents a data point on the Contacts form. Each row represents a contact. Add the contact information into the available and applicable fields within the spreadsheet. Once all of the contact information has been added, click the Import Data button to bring it into the system.

Once this template is imported into the system, these contacts will sit on the Contact Manager as well as the front page of any Counterparty associated.

NOTE: If you've added a Company Name, Location, or Role for a contact, the information must already exist in the system for the upload to work. The only required fields for the upload are the First & Last Name. However, re recommend adding the Company and Email Address so you can easily email documents to the contact when needed.

• Roles can be added in Settings > Common Information > Contact Roles
• If you need to import Counterparties (customers and vendors) into the system, click here for a help file on how to use our Counterparty Import Tool. 

Flagged Cells & Common Issues

Upon uploading the spreadsheet, you may run into a problem where a handful or more data cells are flagged, which will prevent the upload from being completed. The most common cause of a flagged cell is due to an issue with the information in the cell, or the format that it is in. After the validation check, which occurs upon clicking the Import Data button, a comment will be added to any flagged cell detailing the reason why it was flagged.