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InterAction+™ AI Answer Center

Basic Contact Import

  • Updated

Data administrators can use Basic Contact Import to quickly add new person and company contacts.

To import, the user must be part of the Professional or Strategic Tier AND added to the data administrator group.

The import may take a while to complete based on the file you are using. Once the import has started, there is no way to cancel it. The import will run in the background, so the user can freely preform other operations in the system.

This process is only one part of obtaining and managing quality contacts.

Prepare Your CSV File

It's best practice to carefully prepare your .csv file to meet import requirements. However, InterAction+™ will identify and allow you to fix problems with your .csv file during the import process.

  • If you want to use or refer to the provided template, you can download it:
    1. Go to Contacts > Import Contacts.
    2. Click .
    3. Click Sample Template.
  • Your file should contain no more than 10,000 records.
  • The .csv file can contain a mix of both company contacts and person contacts.
  • Ensure your file has all required columns and values. Required fields can vary based on tenant configuration.

    Note that:
    • Columns can be in any order.
    • Column names aren't case sensitive (e.g., you can use Job Title or job title).
    • Spaces aren't required between words in column header names (e.g., you can use job title or jobtitle).

Import Contacts

  1. Go to Contacts > Import Contacts.
  2. If you want to use or refer to the provided template, click Sample Template to download it.
  3. Click . 
  4. Make your selections in the Import Contacts pop-up window:

    1. Choose a list: Choose which list in InterAction+ to which you want the contacts to be added:

      • To have InterAction+ create a new, system-generated list, turn on the System Generated List radio button. You can change the list name and other attributes later.
      • To add the contacts to an existing list, turn on the Choose an existing list name radio button and search/select from the drop-down list. Only lists you have permission to add to will display.

    2. Import CSV file: Either drag and drop your .csv file into this section or click Browse to choose a .csv file.
  5. Click Next.
  6. The system analyzes the file. If the file:
    • Has all required columns/data, you'll see a preview of the contact import. Ensure that columns are mapped to correct values. If the preview looks correct, click Next.
    • Doesn't have all required columns/data, a list of unmet requirements displays. Fix your .csv file and click Back to try again.

  7. Click Import.

    If you're importing many contacts, the import process might take a few minutes. While the import is processing, you can work in other CIM screens.

  8. You'll see a different message depending on the result. If the upload:
    • Was completely successful, a message displays with a link to imported list. 
    • Wasn't completely successful, a message displays with a link to the Import History screen. 


      From the Import History screen, you can:
      • Click to open the partial imported list

      • Click Download failed imports to see what errors occurred. Errors are listed in the file's Status column. You can make changes to the file, save it, and try importing again.

        You can leave the Status column as-is when you re-import the file.

You'll see only the files you've uploaded, not files others have uploaded. Imports remain available for seven days.