Importing contact data from a .csv file

If you have an application that contains contact data that you would like to import into TCM4000 and that application allows you to export the contact data as a .csv file then you can .

Using you application's export function, export the contact data as a .csv file. Once you have done this make a note of where you saved the .csv file and start TCM4000. From the TCM4000 Wizards menu select the 'Import Wizard' option.

When the Import Wizard starts select the '...from File' option. Click on the button showing the folder and locate the contacts.csv file that you have just created. Once you have selected the contacts.csv file that you want to import into TCM4000 click on the Next button.

File layout - step 1 Here you you will the raw data that you are going to import. Select the row that you want to start the import from and click Next.

File layout - step 2 The data will now be sorted into columns. If the data does not appear in columns use the 'Delimiters' options to select the type of delimiter that is used to seperate the data. When the data looks correct click Next.

Field allocation On this screen you must match the data fields that you are importing with the corresponding TCM4000 field. To do this select the TCM4000 field from the list on the right and drag it onto the corresponding field on the left. Company fields are shown in yellow, Contact fields in blue, family fields in green and Asset fields in red. Once you have matched up all the fields save the scheme by clicking on the blue disk button and once saved click on the Next button.

Target Location Here you will see the folder that the data will be imported too. It is good practice to store the import data into a sub folder structure. You can select the folder sub-structure that you want by clicking on the Create sub-folder for your data drop list. Once you have selected the sub folder structure click on Next.

Finished Click Start to begin the import of your data. Once your data has been imported the Import Wizard will close. When you open the TCM4000 filing screen you will see the folder in which you imported your data too.

Open the Import Wizard