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Contacts Data Import

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Contacts Data Import

7 Minutes to read

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Important

This can only be done by an Admin.

Manatal allows the mass creation of contacts through the import of CSV or JSON files. This can be particularly useful when performing a data migration to Manatal for example.

Important

When importing contacts, an "Organization" name (Client/Department) must be attached to each contact to define to which Organization each contact should be attached too. Note that Manatal is case insensitive when looking at organization names.
During the import, for each contact:

if Manatal finds exactly one existing organization with the same name, it will attach the contact to it.
if Manatal finds several existing organizations under your account with the same name, the import will fail and the user will need to correct any errors.
if Manatal doesn't find any existing organization under your account with the same name, the import will fail and the user will need to correct any errors.

Import your Contacts

Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Data Management" category and then the "Data Import" category then click on "Upload file".

Administration 1.png

Data management 2.png

Data Import 1.png

Data Import 2.png

Select the Contacts data set and click "Next".
Select the file type and click "Next". For a CSV file, continue reading below, for a JSON file follow these instructions.

CSV File

Select a file to upload, click "Next" and then "Upload". Manatal will analyze the file and extract all the information it contains.

Map your file's columns according to Manatal's fields.

Important

Fields marked with a red asterisk in the "Field Name" dropdown menu are required in order to proceed.
Any column mapped to a required field must not contain any blank cells otherwise the import will not succeed.

Info

Unmapped columns will not be imported to the platform.

1. Column Name: Content of the first cell of each column in your CSV file. If the cell has no content, the column name will be "Unnamed: n", where n refers to the column's number.
2. Field Name: Name of the field in Manatal. Match the field name with the relevant column (i.e. match the "Website" column with the "Organization Website" field).
3. Field Type: Data type as required by Manatal. Ensure the data contained in each column meets the requirements of each field. Data will fail to be imported to Manatal if it doesn't meet the data type's constraints. Learn more about field type constraints in the table below.
4. Sample Data: Sample data extracted from each columns. Can be used to confirm the column's data corresponds to the Manatal field.

To match a column with a field, simply click on "Select field to map to" next to the column's name, and select the relevant field from the dropdown menu.

Below are all the default Manatal fields that can be mapped and their respective requirements.

Info

The word "Organization" in the table below refers to either Clients or Departments depending on whether your Manatal account is in the Agency or Company mode.

Field Name	Required	Field Type	Constraints
Contact Name	Yes	Text	≤ 255 char.
Contact Organization	Yes	Text	Must match the name of an existing Organization
Display Name	Yes	Text	≤ 255 char.
Description	No	Long text
Phone Number	No	Text	≤ 255 char.
Linkedin URL	No	Text	≤ 255 char.
Email	No	Email Address
Gender	No	Gender Type	"male, "female" or "other"
Notes	No	Notes	Only available via JSON import. See below for more details.

If your file contains data that doesn't have its default Manatal field, it is possible to create "custom fields" by following these instructions. Once created, custom fields become visible in the "Field Name" dropdown menu and can be mapped to columns.

Custom fields in Manatal can be create using a wide range of type of fields (number, date, text, multiple choice,...). Below are all the type of fields available and their respective requirements for a successful import.

Field Type	Format	Constraints
Text	Text	≤ 255 char.
Long Text	Long text
Date	Date	Format must be YYYY-MM-DD
Number	Decimal Number	≥ 0
Percentage	Whole Number	≥ 0
Boolean	Boolean	true / false
Dropdown	Text	Must be among choice list
Multiple Choice	Text	Must be among choice list
Multiple Select Dropdown	List of Text	Only available via JSON import. See below for more details.
Checkbox	List of Text	Only available via JSON import. See below for more details.

Once you have mapped all the columns that need to be imported, click "Next".
Select whether you want to be notified via email once the import is complete then click "Upload".
From here you can resume your work as usual, your file will be processed in the background. To check the import's status, please visit the Data Import History page.

JSON File

Select a file to upload, click "Next" and then "Upload". Manatal will analyze the file and extract all the information it contains.

Map your file's columns according to Manatal's fields.

Important

Fields marked with a red asterisk in the "Field Name" dropdown menu are required in order to proceed.

Info

Unmapped columns will not be imported to the platform.

1. Column Name: All the variables contained in your JSON file.
2. Field Name: Name of the field in Manatal. Match the field name with the relevant column (i.e. match the "website" column with the "Organization Website" field).
3. Field Type: Data type as required by Manatal. Ensure the data contained in each column meets the requirements of each field. Data will fail to be imported to Manatal if it doesn't meet the data type's constraints. Learn more about field type constraints in the table below.
4. Sample Data: Sample data extracted for each column. Can be used to confirm the column's data corresponds to the Manatal field.

To match a column with a field, simply click on "Select field to map to" next to the column's name, and select the relevant field from the dropdown menu.

Below are all the default Manatal fields that can be mapped and their respective requirements.

Info

The word "Organization" in the table below refers to either Clients or Departments depending on whether your Manatal account is in the Agency or Company mode.

Field Name	Required	Field Type	Constraints
Contact Name	Yes	Text	≤ 255 char.
Contact Organization	Yes	Text	Must match the name of an existing Organization
Display Name	Yes	Text	≤ 255 char.
Description	No	Long text
Phone Number	No	Text	≤ 255 char.
Linkedin URL	No	Text	≤ 255 char.
Email	No	Email Address
Gender	No	Gender Type	"male, "female" or "other"
Notes	No	Notes	See more details below

Notes

Below are the requirements for the notes type field and a code snippet.

Data Point	Required	Type	Constraints
content	Yes	Text
created_at	No	Date and Time	Format must be YYYY-MM-DDThh:mm:ssZ
creator	No	Email Address	Must be an existing user

Important

All time fields imported will be considered in the UTC timezone.

Code snippet:

[
	{
		"content": "reassess recruitment needs early Q2"
	},
	{
		"content": "Reassess recruitment needs early Q2",
		"creator": "joseph.staline@testy.com",
		"created_at": "2010-09-15",
	},
]

JSON File Example

[
   {
      "full_name":"Nannaphat Sae-Tang",
      "organization_name":"Everland Suite Hotel",
      "display_name":"Nannaphat",
      "description":"Point of contact for this organization",
      "phonenumber":"+36 55 550 876",
      "linkedin":"https://www.linkedin.com/in/nannaphat-sae-tang-00794c22/",
      "email":"saetang.n1789@example.com",
      "gender":"female",
      "note":[
         {
            "content":"Please always keep Ms.Nannaphat updated weekly.",
            "creator":"jane.doe@example.com",
            "created_at":"2020-07-22"
         },
         {
            "content":"Co-founder of Everland Suite Hotel."
         }
      ]
   },
   {
      "full_name":"Tony Haa",
      "organization_name":"Starporium",
      "display_name":"Tony H.",
      "description":"Quick response.",
      "phonenumber":"+353 20 919 9318",
      "linkedin":"https://www.linkedin.com/in/tony-haa-9784511e7/",
      "email":"thisistony.h@example.com",
      "gender":"male",
      "note":[
         {
            "content":"He will review candidates and request an interview in the note.",
            "creator":"john.doe@example.com",
            "created_at":"2021-02-28"
         },
         {
            "content":"New manager at Starporium."
         }
      ]
   }
]

If your files contains data that doesn't have its default Manatal field, it is possible to create "custom fields" by following these instructions. Once created, custom fields become visible in the "Field Name" dropdown menu and can be mapped to columns.

Field Type	Format	Constraints
Text	Text	≤ 255 char.
Long Text	Long text
Date	Date	Format must be YYYY-MM-DD
Number	Decimal Number	≥ 0
Percentage	Whole Number	≥ 0
Boolean	Boolean	true / false
Dropdown	Text	Must be among choice list
Multiple Choice	Text	Must be among choice list
Multiple Select Dropdown	List of Text	Must be among choice list
Checkbox	List of Text	Must be among choice list

Once you have mapped all the columns that need to be imported, click "Next".
Select whether you want to be notified via email once the import is complete then click "Upload".
From here you can resume your work as usual, your file will be processed in the background. To check the import's status, please visit the Data Import History page.

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What's Next

Organizations Data Import

Table of contents

Import your Contacts
CSV File
JSON File