How Can I Import My Contacts Into Total Expert?

Note

Your organization may have an alternative area where contact imports should be sent. Please check with your internal administration team first.

Total Expert is able to import your contacts for you. All you need to do is add your contacts to a CSV spreadsheet then send that file to Support@TotalExpert.com.

In our ongoing effort to ensure data integrity, Total Expert requires contact imports for a co-marketing agent's account to be submitted by the account holder. The account holder can submit the import by emailing Support@TotalExpert.com or by using the Support chat widget in Total Expert. 

• Contact Import FAQ

TABLE OF CONTENTS

• How to Create an Import Contact Data Spreadsheet
  • Data Requirements
  • Duplicate Contacts
  • Contact Import Template Column Headers

How to Create an Import Contact Data Spreadsheet

1. Download the Contact Import Template (located at the bottom of this article). 
2. Input the required and necessary information (see table below for in-depth column information). 
3. Double check your file for any typos or spelling errors.
   • Note: Total Expert is not responsible for any formatting errors. 
4. Save your spreadsheet as a CSV file. 
5. Send your file to Support@TotalExpert.com or use the chat widget.

Data Requirements

• Each contact must have the following in order to be successfully imported:
  • First Name
  • Last Name
  • Email Address OR phone number OR full address
• You do not need to use every column header. 
• The spreadsheet must be saved as a CSV file. 
• Each column header must clearly indicate what data is being imported. 
  • Ex: Cell Phone or Contact.phone_cell for the contact's cell phone number. 
• Each contact needs to be separated by first and last name. If the contact has a middle name or middle initial, add it to either the "First Name" or "Last Name" column header. 
• You must have a "Group" or "ContactGroup.name" column to put a contact into a specific group. To put a contact into a more than one group, enter multiple groups under the "Group" column and separate them with commas (no spaces). 
  • Ex: Realtor,Seller's Agent,Friend

Duplicate Contacts

• Contacts that do not already exist in your database are imported as a new contact. 
• Contacts are not duplicated if there is a contact in your import that matches a contact already in your database. If the name is an exact match and at least one of the contact's contact information matches (email, phone number, address), no duplicate will be imported. 
• If a contact already exists in your database and you have updated or added information for that contact in your import, that contact's information is updated if the first name, last name, and contact information match exactly. 

Contact Import Template Column Headers