Learn how to import contacts into NextAgency, either new or existing, and what to do if a row doesn't match.
In this video:
- Why a Contacts Import can't create a case, and when to use a Case Import instead
- Choosing New to add contacts, or Existing to update contacts you already have
- Mapping your spreadsheet's headers, including Case Name and Set Primary
- Saving your mapping as a template for next time
- What a failed row looks like, and how to fix it
For step-by-step instructions, see Importing Contacts (New and Existing).