06_Contacts_Importing Contact Records

Importing Contact Records

Market: Federal/State/Local, House, Senate

Description: These instructions teach users how to import contact records into IQ. It is recommended to contact your IQ Consultant when conducting this activity.

1.In the Excel sheet that contains the information to import into IQ, confirm that the column titles are well-defined (i.e., First Name, Last Name, etc.)

2.Once the Excel sheet data has been reviewed, save the Excel file using the format below.

3. In IQ, navigate to Contacts > New > Import.

4. In IQ, a Set refers to a set of records that are imported into IQ. Enter the name of your set and select Import.

5. Complete the fields. Click Save and Select Import File.

a.Set Name and Source are grayed out since they were completed at the previous screen.

b.Create: this drop-down determines if you create only a contact, a contact with a message, or multiple contacts within an IQ Outreach (i.e. newsletter, survey) audience.

c.Status: This determines the status of the message (i.e. open or closed).

d.Description: This will be the description in the contact record.

e.All sections below Description pertain to the message that will be created. For example, service codes, issue codes, and other information to be added to the message.

6. The Import File window appears on the screen.

a.Import File: choose the file you saved in Step 2.

b.File Type: select Tab Delimited.

c.Duplicate: This check box provides you the option of enabling IQ’s Duplicate Checker to run. It is a best practice to keep this selected, as this will prevent IQ from importing duplicate contact records.

d.First Line (Ignore Headers): Select this option if your data has column titles on the first row so that this row will not imported as a contact record.

e.Click First Record to update and review the fields that need to be imported.

7. Under the Map to IQ Field, use the drop downs to choose the details added to the contact record. It is best practice to review at least three records to ensure the Excel file is uploaded successfully. Click Background Import so that contact records with additional information such as attached messages can also be imported.

8. A new set of information is displayed.

Enter the date and time that the import process will occur. A best practice is set it at least 2 minutes ahead. Enter the email address (es) of whom you would like to be notified when the import process is complete.