Importing Contacts from Microsoft Excel
Contact and company details can be imported from a Microsoft Excel worksheet. The imported Microsoft Excel sheet needs to be downloaded, completed, saved and then imported.
To import a contact list from another InEight Document Project:
-
From the Module Menu, hover over Address book and select Contacts.
-
Click Actions.
-
Click Download Excel template button
-
Populate the downloaded import template with the Contact and Company details
-
Click Import contacts from Excel template to import contacts
-
Validate the contact information is correct
-
Click Save to finalize the import of contacts