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This lesson will cover importing your contact data into AgileCase using our template upload feature.
Why import data?
the data import feature allows you to quickly migrate a large volume of data to AgileCase.
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Once the spreadsheet is open, fill in the fields with the relevant data. The first field deals with contact types and uses a simple binary 0 to represent a person and 1 to represent a company.
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You can then continue to fill out contact details.
The client code is a unique identifier for your contact that will be automatically generated by AgileCase if left blank.
Enter your data
you do not need to fill out every field in order for the template to work.
Enter your data
Ensure that you enter the contact's phone number without spaces in order to ensure the correct formatting.
Add the document
once you have finished filling in the template, click "Add document" on the data import page to select a document for upload.
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Your contacts are now uploaded
After a successful upload, your contacts will now be integrated in to your AgileCase system under the "Contacts" tab.
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