1. Create and prepare your CSV
You'll first need to have your contacts in a CSV (comma separated value) file. Excel and most other database tools will save any spreadsheet in this format for you.
Notes & Tips
- It's best to keep membership levels as seperate files – this will make it easier to manage when importing them into Tidy
- You can only import 1000 rows at once, so if your sheet has more than 1000 rows you'll need to split it up – get in touch with us if you're dealing with a large import
- Dates must be in dd-mon-yyyy (e.g. 28-Jun-1987) or dd.mm.yyyy (28.06.1987 , ensure this is done before importing – more details at the end of this article
2. Select CSV file and import it
To import your CSV file, go to Contacts / Import Contacts and select your CSV file.
Once you've located your CSV, hit Upload.
3. Select or create a group to import your contacts
This is an optional step to help keep things organised and easier to follow. When importing you can add Contacts into a Group (if you have multiple membership levels, consider using "one off" group names initially).
Tip: adding the word import to the start of your group name will help identify it later and allows you to delete the group after you're done with it keeping your groups nice and clean.
4. Match Fields with your CSV
You'll then be prompted to match the fields in your file with fields that are in TidyHQ.
Tip: 'Use first row as header' This option ignores the first row of the spreadsheet. Use this if your spreadsheet has a header row with titles in it that you don't want imported as a contact.
Notes & Tips
- If you can't match a column of data in your CSV with a pre-set field, you can create your own. Just select the 'Add new field' option from the bottom of the list to create a new custom field
- Phone numbers: selecting the 'Phone' field option will format your phone number on import by adding the international code to the phone number. More details at the end of this article
5. Reviewing your import: import details
After you've matched all your fields and selected Import you'll be able to review your import by selecting 'Details' from the 'Recently uploaded' table.
This step is important to check that all your contacts have been imported correctly.
Just in case you've made a big mistake...
If you've imported your data and realised it doesn't all fit, you can "Roll Back" - this will delete all the information you've imported.
Nice work! You've successfully imported your data.
Importing State / Region
To ensure accurate data, State / Region is handled as a dynamic dropdown field. To import State / Region data, you must also have the Country field mapped to data from your CSV. Without having Country data, State / Region data will not import correctly.
When importing State / Region data, we will match data where possible. But if the State or Region is not spelled correctly, it will not get imported.
When importing dates, it's important to have them in the correct format. Tidy supports dd-mon-yyyy (e.g. 28-Jun-1987) or dd.mm.yyyy (28.06.1987 when importing. If dates are not in the correct format, they will be ignored (if it appears like an impossible date e.g. 22/12/2019 - Tidy would ignore this as there's no such thing as a 22nd month) or imported incorrectly.
If your year is formatted with just the last two numbers e.g. 17 instead of 2017, it will also import incorrectly - showing up as 0017.
Importing Phone Numbers
When importing phone numbers, using the core field (pre-defined by Tidy) for phone will apply the organisations country code to that number.
This allows for SMS functionality (currently unavailable).
We recommend assigning this field to mobile phone numbers from your spreadsheet and assigning land-lines, if you have them, to work phone.
Importing to a Group of Checkboxes
If you have a 'group of checkboxes' custom field set up, it's possible to import data into that field by separating the values with a semicolon
For example, you have a custom field which lists the countries a contact has been to:
Contact, Bob, has been to two of those countries: America and Australia. To import that data into the group of checkboxes 'Countries' you would need to have the cell in the spreadsheet read 'America; Australia'.