Importing Contacts CSV

You can upload the ApeosPlus Cards R(here after ex-Cards R) format CSV to create contacts and companies.
"Importing Contacts CSV" can only be executed by users who can change organization settings.

Procedure:

1. Click [Global Menu] > [Settings]
2. Click [System Settings] > [Maintenance] > [Importing Contacts CSV] > [Import]
3. Click [Choose File] in the dialog and choose your file
4. You can change the settings by select [Options of File Import]
5. Click [Upload] in the dialog.

Background import process

Options of File Import

Field	Selection	Description
Owner	(User)	Set the owner of the creating contact other than you.
Create company	On	Creates company departments from the company information of the contact. Sets the link of created company department to the contact. The same name companies are consolidated to one company.
	Off	Does not create company departments and does not link the company department to the contact. After creating contacts, you can create company departments with confirming company duplication and department hierarchy.
Set confirmation	On	Sets confirmation status of contacts. Contacts duplication remains on confirmation.
	Off on duplicated	Create contacts one by one in the CSV string and do the following processing.
	Off	Does not set confirmation status of contacts. After creating contacts, you can choose to merge or to keep duplication on the duplication detection and set the confirmation status.
	Name Aggregation	Create contacts one by one in the CSV string and do the following processing.