Please review the general information below, then proceed to the procedure.
Multiple fields can be auto-populated in Sfax when you import contact information. The fields you can populate, how they will need to be configured in your .csv file, and instructions for importing the file into Sfax, are stated below.
CSV File and Fields
The contact fields that can be imported are: Fax number, Contact Type (i.e., My contacts or Shared contacts), First name, Last name, Full name, Organization, Position, Mobile number, Phone number, Email, Website, and Description.
The number fields must be in correct format, or an error may occur when attempting to import the .csv file.
- Fax numbers must be 11 digits. Example: 1-512-555-1212
- Phone numbers can include extensions, but the numbers but must be 11 digits. Example: 1-512-555-1212 ext 123
- Mobile numbers must also be 11 digits but can not include extensions. Example: 1-512-555-1213
When importing the file, the import functionality will check the number fields to determine if their formatting meets criteria. If not, the file will not import.
There are two contact types:
- My contacts lets you store contacts that are only seen by you and can only be edited by you.
- Shared contacts lets you share them with other users on your account―and they can be edited and deleted by any user you share them with.
To designate if a contact is to be imported to My contacts or Shared contacts, you will need to list Contact Type field as either My or Shared. If you don't make that designation, the contact will import to My contacts.
For the .cvs file to properly import, all contact names listed in the file must be configured the same way―either by first and last names, or by full name. ( NOTE: If listed by first and last name―then, in the UI, the Full Name field is inactive; and if listed by full name, then the First Name and Last Name fields are inactive.)
Please see the two example CSV files attached to this guide that show how the name fields can be configured.
To import your contacts:
- Log into Sfax at https://app.sfaxme.com.
- Click the Contacts icon under the Sfax header, then the Import button, then the Browse button in Import Contacts (Upload file) dialog.
- In File Upload dialog: Navigate to and select the .csv file you want to upload, then click the Open button. The file name now appears next to the Browse button.
- Click the Next button—and in the Import contacts (Map import fields) dialog: If the first row of your .csv file has a header row, check the First row is a header row box. (This eliminates that row's information from being imported.) Then, based on the first row of information in your .csv file:
- Click the first Sample row drop-down arrow and, from the mapping options shown (Fax Number, Contact Type, etc.): Click the drop-down arrow of the line item that matches the information in the first row of your CSV file (e.g., Fax Number); then select the corresponding field (i.e., Fax number) that matches the label of that row. Repeat the above step for the remaining rows of information in your .csv file?
- When done, click the Import button. The Import contacts (Review Results) dialog appears, displaying contacts that were added, updated, or failed.
- To see the names of the contacts that were added, updated, or not imported (i.e., failed): Click the drop-down arrow, then either New, Updated, or Failed. The dialog refreshes, displaying the exact details.
- Click the Close button to exit.
IMPORTANT!: For the contacts that failed to import, you will have to enter their information into the system manually, via Add Contacts to your Sfax Account.