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      Migration Tool – How to Use

      This guide shows you how to import contacts (and other entities) into Connect using the Migration Tool.

      Before you start (Checklist)

      • ✅ File type: CSV or XLSX

      • ✅ File size: max 5 MB per upload

      • ✅ Headers present: First row must be column names

      • ✅ Required fields mapped: Name*, Surname*,Email*

      • ✅ Clean data: No empty rows, no merged cells, consistent date format

       

      Step-by-step

      1) Upload your file

      1. Go to Migration Tool → Contacts.

      2. Click Upload and choose your CSV/XLSX.

      3. If file is larger than 5 MB, split into smaller files and retry.

        • You’ll see an error like: “File exceeds 5MB. Please split your file and try again.”

      2) Match your file fields (Mapping)

      1. The tool will auto-map common columns (e.g., Name, Surname, Email, Phone).

      2. Review every field; adjust using the dropdown if needed.

      3. Required fields show an asterisk *. You must map them before continuing.

      4. Click Next when all required fields are mapped.

      Best practice: Keep a consistent header naming (e.g., Name, Surname, Email) to improve auto-mapping.

      3) Review & validate

      1. The Preview shows total rows and any issues found. 

      2. When no blocking errors remain, click Continue.

      Common validations

      • Email: must look like name@domain.com

      • Phone: numeric, realistic length (UK mobiles often 10–11 digits)

      4) Run the import

      1. Click Import to start. You’ll see progress and a final summary.

      2. Results reconcile as: Total = Imported + Failed + Skipped.

      3. Click Import More Data to reset to Step 1 and start a new upload.

      5) Check results & history

      1. Go to Contacts and search for imported records.

      2. Open History to view past imports. You’ll see:

        • File name, user, timestamp

        • Imported / Failed / Skipped counts

        • Download reports for errors/skipped rows with reasons (e.g., “Duplicate: already exists”)