Importing contacts in bulk saves significant time when migrating from another system or adding large numbers of customer, supplier, or employee records to Exacc. The import feature supports CSV files and can handle hundreds or thousands of contacts simultaneously, allowing you to quickly populate your contact database with accurate information.
This guide explains the complete import process including preparing your data file with the correct format and column headers, accessing the import wizard, uploading your CSV file, mapping your data columns to Exacc fields, reviewing and validating the import preview, and completing the import whilst handling duplicates appropriately.
By the end of this tutorial, you will be able to confidently import contact data from external sources, ensuring data accuracy and reducing manual data entry whilst maintaining the integrity of your existing contact records. Let's get started!
Follow these steps to import multiple contacts into Exacc
Congratulations! You have successfully imported your contacts into Exacc. Your contact database is now populated with the imported records, and all contacts are immediately available for use across invoicing, quoting, payroll, and other modules. The import process has saved you considerable time compared to manual data entry whilst maintaining data accuracy through the mapping and validation stages.
If you need to import additional contacts in the future, you can repeat this process at any time. For ongoing data management, you can edit individual contact records, merge duplicates, add custom fields, or deactivate contacts as needed. Remember to keep your CSV files organised and properly formatted to ensure smooth imports in the future.
For further assistance with contact management, data migration, custom field mapping, or other Exacc features, please explore our comprehensive Help Centre or contact the Exacc Support Team.