How To: Import Contacts

Step 1: Prepare Your File

Before uploading, make sure your file meets these requirements:

Add a Header Row

Your spreadsheet must include column headers.

Order does not matter, but each column needs a label.

Common headers Ving recognizes include:

• Name

• Email

• Phone

• Label

• Job Title

• Start Date

• Separation Date

• Internal ID

• Example:

Tip:
If you have separate columns like First Name and Last Name, Ving will combine them into a full name.

Remove Columns You Don't Want Imported

Any column without a recognized header will be ignored.

If you don’t want something imported, either:

• Delete the column, or

• Rename the header to something not recognized.

Archiving Contacts (Optional)

If you include a Separation Date, that contact will automatically be archived.

You can also control archiving with an Archive column:

Archive a contact with:

• y

• yes

• true

Unarchive with:

• n

• no

• false

Removing Existing Data

If you import a column header but leave the cells empty, Ving will remove that data.

Example:

• Add a Phone column

• Leave the cells blank

• Import the file

This will remove the phone numbers for those contacts.

Step 2: Save Your File

Your file must be saved as one of these formats:

• .csv

• .xlsx
  
  

Step 3: Upload Your Contacts

1. Click the Contacts icon in the upper left (between the house and folder icons).

2. Click the up arrow next to the + Contact button.

3. Drag and drop your file OR click Browse to find it on your computer.

4. Click Upload.

Step 4: Confirm the Upload

• If successful, you’ll see a green message:
  “Contacts successfully uploaded.”

• If there is an error, you’ll see a red message explaining what needs to be fixed.

Fix the issue and upload the file again.

Step 5: Finish

Once your upload is successful, click:

• Done
  or

• Import Another File

Important Note for International Phone Numbers

International numbers must include a + before the number.

Example:

+44 1234 567890