Contact Import

Just like importing accounts, you also need to download the spreadsheet template to import contacts.

Step 1

To do this, access the option Registrations/ CRM/ Contacts in the vertical menu bar, as shown in the image below.

Step 2

Then click the Import button.

Step 3

It is necessary to download the spreadsheet with the appropriate layout, to do this, simply click on the Example spreadsheet option.

Step 4

When opening the spreadsheet, the fields highlighted in red are mandatory. We have already seen in the article regarding importing accounts that when filling in columns F to I in this import, contacts related to each account are automatically created, however, this spreadsheet does not have complete contact data, so the manager can choose a separate import.

Correctly filling out the spreadsheet to import new contacts

The following model shows a spreadsheet for importing new contacts, that is, they do not yet exist in the database. Below are the main ones that cause the most doubts:

• Account number – CRM (for medical bills) and CNPJ (for company and health insurance accounts)
• Contact name – the name of the doctor or person responsible for the company/insurance
• Identifier – the account number is used in this field (must be repeated)
• Type – here the manager will indicate the type of contact (DOCTOR, SECRETARY (O), OTHERS)
• Qualifications – this field indicates the doctors’ specialties (the nomenclature must be the same as the system registration)

Correctly filling out the spreadsheet to update contacts

When updating contacts, the user must fill in the Identifier field with the account number, because it is in this field where the system searches to find out whether the contact already exists or not in the database. If it cannot be found, a new one is created, finding it is this contact was updated.