Import Contacts

how do i import a csv file with contact details into ticketmatic? if you already have a list of contacts in another system, the easiest way to add them to ticketmatic is by importing them via a csv file you can do this via contacts actions import csv when importing contacts, ticketmatic checks if a contact with the same email address already exists during the import process, you can specify which action the system should take if an existing contact is detected skip import the existing contact remains exactly as it is add only missing data if a field is empty for the existing contact, new data for that field will be added, but no data will be overwritten overwrite existing data the entire contact will be overwritten with the new data for certain data such as postal address data and opt ins, the last two options behave slightly differently, as explained below the maximum file size is 15 mb, allowing you to import several thousand contacts at once prepare your csv file if you have exported contact information from another system, this is the time to clean up the data before importing it into ticketmatic use a spreadsheet program such as microsoft excel or google sheets to correct errors, remove duplicates, and organize the various fields then save the file in csv format to prepare it for import into ticketmatic your spreadsheet must contain a header row with the relevant field names for the contact data you have field names must be unique and may only contain letters, numbers, or underscores ticketmatic supports all major contact fields you may need, including email address , first name , last name , birthdate , phone number , postal address , and more, as well as information about opt ins such as newsletter opt in or opt in to share personal data later in the import process, you will map your own field names to the ticketmatic contact fields, so at this stage you can use the column names you prefer we support both ; and , as delimiters, so regardless of which standard your spreadsheet program uses, you should be able to upload the file without problems address fields entering a postal address is not mandatory however, if you enter address fields, the country field must be filled in for the country field, you can fully write out the country name or use one of the official two letter country codes https //en wikipedia org/wiki/iso 3166 1 when and how are address data added? if you add a new contact, the address is added for an existing contact if you have chosen add only missing data , new address data is added only if no address exists at all for that contact if you have chosen overwrite existing data , the original address is overwritten with the new data if the address in the csv file is empty, and you choose to overwrite existing data, the first address will effectively be deleted phone fields if you add a new contact, the phone number is added for an existing contact if you have chosen add only missing data , a new phone number is added only if no phone number exists at all for that contact if you have chosen overwrite existing data , the first phone number is overwritten with the new data if the phone number in the csv file is empty, and you choose overwrite existing data , the first phone number will effectively be deleted customer title if you want to import customer titles, you must use the ticketmatic ids for the customer titles in the import file contact support if it is unclear how to obtain these ids use the following statement in settings console to get a list of customer titles with corresponding ids select from tm contacttitle where isarchived is distinct from true custom fields you can import custom fields of any type when importing custom fields of type single selection , you must specify the internal ticketmatic id of the custom field value contact us if it is unclear how to obtain these ids when importing custom fields of type multiple selection , you must specify the internal ticketmatic ids in the following format \[id1,id2, ] when importing custom fields of type boolean (checkbox), you can specify the following values value true or 1 true value false or 0 false any other value false when importing custom fields of type date , make sure you use the correct date format (use the same format as for the birthdate field, see below) opt ins if you want to import opt in information, it must be entered in a specific way in your csv file to record that a customer has opted in, the value must be true or 1 to record that a customer has opted out, the value must be false or 0 if you do not have this information for a specific customer, leave the field empty, and it will be recorded in ticketmatic as 'unknown' when and how are opt ins added? if you add a new contact, all opt in data is added for an existing contact if you have chosen add only missing data , opt in data is added if the current opt in status is 'unknown' if you have chosen overwrite existing data , all existing opt in data is overwritten example data in the example below, john doe will be subscribed to the newsletter and jane doe will be unsubscribed if the field is empty, the status will be ‘unknown’ by adding an extra column, you can import an additional opt in in a single file first name name email address opt in newsletter john doe john doe\@ticketmatic com 1 jane doe jane doe\@ticketmatic com 0 birthdate ticketmatic supports various date formats, but it is important that all dates in your file are formatted consistently you configure the date format in the second step of the import wizard upload your csv file now that you have prepared your csv file, it is time to upload it to ticketmatic go to contacts > actions and click import csv contacts in your list are identified based on email address these email addresses must not occur more than once in your contacts list always check for duplicate contacts before you start importing