How to Import Contacts

< All Topics

Step-by-Step:

First, make sure you have the Ukuu CSV Import Add-on.

get the import plugin for UkuuPeople

1. If it’s installed, you can go to the your UkuuPeople menu and click  Import.

2.  Choose File.

3. Click  Continue.

4. Make sure the various options are selected properly.

  • Option 1 is set by default. Only change this if you are sure your CSV file has a different delimeter.
  • Option 2 allows you to decide what you want to do with possible duplicates.
  • Option 3 allows you to select whether this list is of Individuals or Organizations.
  • Option 4 allows you to assign this list to a specific Tribe.

5. Following those 4 options, you will see a whole list of possible fields. Scroll down to Step 3 before dealing with these, if you are unsure what fields were on your CSV file.

At a glance, it looks as if our file was for Individuals and includes first and last names, addresses, counties, 2 phone #s, email, and website.

I don’t want the first and last names displayed as a company name, and I don’t want to include the county. So I will go back up to the field choices and make the following selections.

Notice that I did not use the “Display Name” or company name. And the things that I did want to use, I clicked the little arrow and chose to “map” the field to a field with a similar name.

6. Once done, I can click the  Verify Mapping button to make sure it’s what I want.

7. Then go to Step 4. Either click Begin the import… or choose to clear everything and start over.

Previous How to Connect Your Google Calendar Account
Next How to Set Up Reminders