Import your contact files into anaba
Before anaba, you used to manage your contacts in Excel files, on your telephone, Outlook contacts or Google contacts. To centralize all these contacts in your company's anaba space, you can import these files.
This article explains the steps to follow for a successful import.
Before you start, export your contacts to Excel.
Here's what you need to know to prepare your file properly:
If you need further clarification - or if you learn best from examples - we suggest you download our template to see what your file should look like, and thus make your import as easy as possible.
The first line of your file should be the header for your columns (last name, first name, emails...).
Each column in your file will correspond to a field in anaba. The information must therefore be in separate columns. Example: Contact name in column A, contact first name in column B
We have created pre-defined fields in anaba. If no anaba field corresponds to a column in your file and you wish to import it, you can add custom fields if you wish. Example: personal email, SIRET/SIREN, family, sub-family...
Contact persons in your file who do not have a first and/or last name will not be imported into anaba.
If there are several lines in your file with the same first and last name but different email addresses, 2 contacts will be created in anaba.
To avoid character problems such as letters with accents, we advise you to use an excel file in .xls or .xlsx format rather than csv.
Tags should be separated by commas (e.g. architect, lawyer).
To combine several items of information from several columns into a single column (example: you want to combine several items of information into a new "memo" column): CONCATENATE
To separate several items of information in a single cell (e.g. first and last name are entered in a single column, and you wish to enter them in 2 separate columns): FRACTIONNER
⚠️ When creating formulas in Excel, don't forget to transform the column into values.
If you have any questions about how to prepare your file, please don't hesitate to contact us via chat or send us your file at hello@anaba.fr.
Once your file is ready, you can import it into anaba.
ℹ️ Only administrators can import files.
Go to your anaba online space
To access the import function, simply click on the purple "+" button and click on "Import multiple contacts".
Click on the "+" button and select the file you wish to import, then go on to the next step.
VIDEO :
Match the fields in your file with the fields in anaba. First with the person-related fields, then with the company-related fields.
You must link the anaba fields (written in purple) with the corresponding column in your file (select from the drop-down list.) The first 2 results contained in the file columns are displayed just below. This allows you to check that the fields are correctly linked. If your file contains no value corresponding to an anaba field, select "My file contains no data for this field" or leave it blank.
The column headings in the file you are importing may differ from the field names in anaba. Example: Your file contains a "Function" column, whereas the corresponding anaba field is "Position". Simply select the correct column corresponding to the anaba field.
If you choose to use our template, the fields will automatically be linked with the corresponding anaba fields. It's magic - you don't have to do a thing!
Once you've matched all the anaba fields with the columns in your file, you can move on to the next step.
This step tells you what you want us to do if you ever import data that is already present in your anaba space. But also how to deal with duplicates in your file.
Once you have chosen your parameters, you can go to the next step and start importing your data into anaba by clicking on start.
After a few minutes (depending on the size of your file), your contacts will appear in your anaba space. 🎉
This article explains the steps to follow for a successful import.
Before you start, export your contacts to Excel.
Step 1: Preparing your file
Here's what you need to know to prepare your file properly:
If you need further clarification - or if you learn best from examples - we suggest you download our template to see what your file should look like, and thus make your import as easy as possible.
The first line of your file should be the header for your columns (last name, first name, emails...).
Each column in your file will correspond to a field in anaba. The information must therefore be in separate columns. Example: Contact name in column A, contact first name in column B
We have created pre-defined fields in anaba. If no anaba field corresponds to a column in your file and you wish to import it, you can add custom fields if you wish. Example: personal email, SIRET/SIREN, family, sub-family...
Contact persons in your file who do not have a first and/or last name will not be imported into anaba.
If there are several lines in your file with the same first and last name but different email addresses, 2 contacts will be created in anaba.
To avoid character problems such as letters with accents, we advise you to use an excel file in .xls or .xlsx format rather than csv.
Tags should be separated by commas (e.g. architect, lawyer).
Examples of Excel formulas to help you:
To combine several items of information from several columns into a single column (example: you want to combine several items of information into a new "memo" column): CONCATENATE
To separate several items of information in a single cell (e.g. first and last name are entered in a single column, and you wish to enter them in 2 separate columns): FRACTIONNER
⚠️ When creating formulas in Excel, don't forget to transform the column into values.
If you have any questions about how to prepare your file, please don't hesitate to contact us via chat or send us your file at hello@anaba.fr.
Step 2: Import your file into anaba
Once your file is ready, you can import it into anaba.
ℹ️ Only administrators can import files.
Go to your anaba online space
To access the import function, simply click on the purple "+" button and click on "Import multiple contacts".
Click on the "+" button and select the file you wish to import, then go on to the next step.
VIDEO :
Match the fields in your file with the fields in anaba. First with the person-related fields, then with the company-related fields.
You must link the anaba fields (written in purple) with the corresponding column in your file (select from the drop-down list.) The first 2 results contained in the file columns are displayed just below. This allows you to check that the fields are correctly linked. If your file contains no value corresponding to an anaba field, select "My file contains no data for this field" or leave it blank.
The column headings in the file you are importing may differ from the field names in anaba. Example: Your file contains a "Function" column, whereas the corresponding anaba field is "Position". Simply select the correct column corresponding to the anaba field.
If you choose to use our template, the fields will automatically be linked with the corresponding anaba fields. It's magic - you don't have to do a thing!
Once you've matched all the anaba fields with the columns in your file, you can move on to the next step.
This step tells you what you want us to do if you ever import data that is already present in your anaba space. But also how to deal with duplicates in your file.
Once you have chosen your parameters, you can go to the next step and start importing your data into anaba by clicking on start.
After a few minutes (depending on the size of your file), your contacts will appear in your anaba space. 🎉
Updated on: 08/08/2023
Thank you!