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:

  1. From the Module Menu, hover over Address book and select Contacts.
    Contacts selection in Address Book from Module menu

  2. Click Actions.

  3. In the Import menu, select Contacts from Excel sheet.

  4. Click Download Excel template button

  5. Populate the downloaded import template with the Contact and Company details

  6. Click Import contacts from Excel template to import contacts

  7. Validate the contact information is correct

  8. Click Save to finalize the import of contacts