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Preparing a CSV file for Import into DaknoAdmin

Have contacts you'd like to import from another system? You can easily import them into DaknoAdmin once the file has been formatted.

 

Get Started:

It is best for contacts to have a corresponding email address or phone number.

DaknoAdmin Contacts are designated by email address or phone number.

 

Note:

2 Contacts can not have the same email address or phone number.

Tip: Use the Quick Notes section to note any spouse or significant other’s contact information.

If a contact does not have a corresponding email address or phone number and an additional import is added with additional data for that contact, the system will not recognize the contact and a new contact will be created.

If a CSV file has more than one contact with the same email address or phone number the contacts information will be merged and the name of one of the contacts will be overwritten.

 

For best results when adding Contacts to DaknoAdmin, remove any duplicate email addresses and phone numbers.

Tags may only include the following characters: a-Z, 0-9, spaces, dashes (-), and underscores (_).

 

Preparing your CSV:

  • Remove contacts or fields with duplicate email addresses or phone numbers.
  • Remove any characters from tags that are not accepted.
  • Separate data into accepted column fields (see accepted column fields below).
  • If you have fields that are not accepted in DaknoAdmin, they can be combined into a Note column, or the Quick Note column. (Notes are added to the Contacts Activity tab, Quick Notes can be viewed from the Contacts Dashboard)


Accepted Column Fields:


Name Section

  • Title
  • First Name
  • Last Name
  • Suffix
  • Full Name

Email Addresses Section

  • Email 1 Type
  • Email 1
  • Email 2 Type
  • Email 2
  • Email 3 Type
  • Email 3

Phone Numbers Section

  • Phone 1 Type
  • Phone 1
  • Phone 2 Type
  • Phone 2
  • Phone 3 Type
  • Phone 3
  • Phone 4 Type
  • Phone 4

Address 1 Section

  • Type
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip

Address 2 Section

  • Type
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip

Address 3 Section

  • Type
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip

Assigned To (Email) Section

  • Assigned to (Email)
  • Default assignee if assign to email is not set or not found
    (Email in assigned to field must exist on domain and be allowed to access contacts. If the email does not exist assignee will fall back to the selection above. If contact exists and is assigned, this field will not override that assignment)

Status Section

  • Status code (If the contact already exists, the status code will not change, this will only be applied to new contacts)

Tags Section
(Selected fields that contain tags that are comma (,) or pipe (|) separated will be split on save.)

  • Tag 1
  • Tag 2
  • Tag 3
  • Tag 4
  • Tag 5
  • Tag 6
  • Tag 7
  • Tag 8
  • Tag 9
  • Tag 10
  • Tag 11
  • Additional Tag (Tag will be added to all contacts in this import)

Notes & Quick Info Section

  • Quick Info
  • Note Date 1
  • Note Author 1
  • Note 1
  • Note Date 2
  • Note Author 2
  • Note 2
  • Note Date 3
  • Note Author 3
  • Note 3

See image of Import Fields below: Screen_Shot_2022-12-05_at_10.58.59_AM.pngScreen_Shot_2022-12-05_at_10.59.22_AM.png.Screen_Shot_2022-12-05_at_10.59.37_AM.pngScreen_Shot_2022-12-05_at_10.59.59_AM.pngScreen_Shot_2022-12-05_at_11.00.12_AM.pngScreen_Shot_2022-12-05_at_11.00.27_AM.pngScreen_Shot_2022-12-05_at_11.00.40_AM.pngScreen_Shot_2022-12-05_at_11.00.52_AM.png

 

Once you have formatted your CSV file, you are ready to import your contacts. 

See our Contacts:Import article to learn how to import your contacts.

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