Video - InEight Document Enhanced - Importing Contacts

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how to import contacts and companies. Click this icon, then Contacts to open the address book.

Next, click Actions, then Import, then Contacts From Excel Sheet. The first time you import contacts, you will need to download the Excel template.

Fill in the spreadsheet with all the required contacts, ensuring at least all the mandatory fields marked in red are populated. Then, save the sheet to your computer.

Back in the system, click the Import Template button and browse for your Excel spreadsheet or drag and drop it into the window and click Upload.

You will be advised automatically if validation fails. Once you have made any amendments, click Validate. Once validation has been successful, click Save.

Your imported contacts and their respective companies will now be located within InEight Document.

Well, that's how to import contacts in companies.

Thanks for watching.