Import Contacts from another InEight Document Project

Company and Contact details can be imported from other InEight Document Projects the Project Administrator has access to.

To import Contact List from another InEight Document Project:

1. Click Contacts, from More go to Import, Contacts from Project.

   

2. Select the project from the drop-down list.

   

3. Select the company, you can search for the companies available using the Type and Trade drop down lists.

4. Select the contacts to import.

5. Use the View Selected link to check which contacts you have selected.

6. Click OK when done.

7. You will receive a message advising that the import has been completed successfully.

If the login details for the project you want to import contacts from is not the same as your current login, use the option to login as a different user to the right of the project drop down list.