Contacts: Import contacts

If you have lots of contacts and want to quickly input them into Charms, use the Import Contacts template. 

General Import template information

• The template contains several columns. If the column heading font is red, the field is required.
• Do not move, delete, or rename columns.
• Do not change the template name. 
• Do not re-import a template. After an import, if you need to make changes to the data, do that manually in Charms.
• For money fields, do not add currency signs.
• For measurement fields, enter a number. No need to add the word inches or pounds/lbs.
• For date fields, use mm/dd/yyyy format.
• If there is a number in parentheses after the column name, that is the maximum number of characters you can enter for that field.
• If there is a pound sign in parentheses after the column name (#) enter a number in that field.

Import alumni

1.  On the Main Sections menu, click Imports.

2. At the top right, for Select Upload Type, select Import Contacts.

   

3. Open the CharmsContactsTemplate and save it with the same name. Remember where you saved the template.
4. In the template, fill in the required fields (shown in red) and as many of the other fields as you wish.
5. Return to Charms and Navigate to your template and select it.
   1. You can click in the Drop Files or Click to Upload area and select your template.
   2. As an alternative, you can drag your template from its location and drop it into the Drop Files or Click to Upload area.

6. Charms uploads the information and if there are no errors, you receive an import successful message. Click "Continue"

   

   
   

Your contact information is updated in Charms. To see alumni data, go to Main Sections > Home > Contacts.

Fix import errors

If there are import errors, Charms displays a failed error message and no records are uploaded.

1. To see the errors, click View Data. Errors are shown in red so you can easily spot the problem.
2. Go back to your template, correct the errors, and save the template. Remember to use the same template name.
3. Return to Charms, and on the Import Contacts page, navigate to your template and select it.
   1. You can click in the Drop Files or Click to Upload area, and select your template.
   2. As an alternative, you can drag your template from its location and drop it into the Drop Files or Click to Upload area.
4. Continue this process until the template loads successfully.