Start by clicking on Import People
Download the CSV template and populate with your Contacts.
The CSV template contains the required header columns in the expected order, as listed below:
EXPECTED FILE FORMAT (CSV COLUMNS)
*First Name
*Last Name
Organization
Title
*Email
Work Phone
Mobile Phone
Fax
Website
Billing Address
Billing Address 2
City
State/Province
Country
Zip
Shipping Address
Shipping Address 2
Shipping City
Shipping State/Province
Shipping Country
Shipping Postal Code
* indicates the field is required
Once the CSV has been completed, ensuring the above required fields are present for all rows, the CSV can be uploaded into Quoter clicking Choose File. If wanting to update existing People in Quoter, please ensure the UPDATE EXISTING PEOPLE MATCHING BY EMAIL ADDRESS has been checked. If left unchecked, the Importer will not update existing People that match by email address.
Click Run Importer to complete the Import. All rows that are successfully imported will be shown in green. All rows that weren't imported will be shown in red with an error message. These errors will need to be resolved in your CSV and re-imported into Quoter following the steps above. If you're still having issues, contact Support for further assistance.