To import some or all of your contacts from LinkedIn, Facebook, Twitter and Google Contacts, go to Settings > Add-ons, and click “Activate” under the service name. You will be asked to give us permission to access your account data.
After the authorization, click “Import contacts”:
Contact import preview
By default, all contacts are selected:
You can browse through the contacts and decide which ones you want to import:
…then click “Import” and you’re done.
You can export contacts from just about any desktop or web application into a CSV file (comma-separated values), and import it to Relenta by following these steps:
- Click on ‘Contacts’ tab in upper left
- Click on ‘Import’ contacts tab
- Click ‘Import file’ and browse for CSV file on your computer
- Click ‘Upload’
After the CSV file is uploaded, it will be processed in the background. When completed, you will be able to view the stats on imported and updated contacts.
CSV file format
Your CSV file must contain a header row, or first line, that defines the fields in your table. Relenta recognizes headers from the CSV files exported by most common applications such as Outlook, Act!, Goldmine, Gmail, Yahoo, etc.
You also have an option to create and/or edit your own CSV files, using headers from the list below.
Standard headers
- First, FirstName, First Name
- Last, LastName, Last Name
- Full Name, Name
- Title, Job Title
- Company, Company Name
- Comments, Comment, Note
- Email, E-mail, Email Address, Mail, Mail Address
- Twitter, LinkedIn, Facebook
Smart headers
The following fields will be imported along with a label, that is if the column header is “Phone Mobile” and the value is 555-1212, then the number will be imported as field type Phone with value “555-1212″ and label “Mobile.”
- URL, Site, Web site, Website, Web page
- Phone, Tel, Mobile, Cell
- Fax
- Text
- Messenger, ICQ, AIM, Yahoo, MSN, GTalk, Google Talk, IRC, Skype
- Street, Address, Location, Address Line, City, Region, Province, State, Post Code, Postal, Zip, Country
If your address-related headers have a common prefix, such as HomeStreet, HomeAddress, etc. the prefix, in this example “Home,” will be used as a label.
Groups, tags and custom fields
- Group, Groups, Group Name
- Tag, Tags, Contact Tags
- Custom:custom field name
Group and tag names should be separated by ; (semicolon).
Groups and custom fields must already exist in the system before you import contacts. Tags, if not already present, will be created on the fly during import.
Required fields
Any two of the following three fields must be present for a contact to be imported (or updated) by Relenta: First Name, Last Name, Email.
NB! If your imported file contains Relenta’s contact ID, the above rule doesn’t apply.
NB! If your file contains the Full Name column, then — depending on its format — it will be split into first and last names either as First Last or Last, First.
Updating existing contacts
Relenta uses a smart algorithm in an attempt to make a match between each contacts that is being imported and an existing contact in your Relenta database. This way if you accidentally upload the same file, the contacts aren’t duplicated. The algorithm takes into the account First Name, Last Name and Email and assigns points to each matching field. The contact with highest score is considered to be a match and is updated with imported data.
NB! The above algorithm doesn’t apply to the duplicate records present in the CSV file itself.
To export your contacts in CSV (comma-separated values) format, click on Export link on contact list screen:
You can export either your entire contact list, or any individual group of contacts.
You can add contacts manually, from email, or import them from a CSV file.
1. Manually. To add a contact, click on Contacts tab > ‘Add new contact’ button, enter contact information, and click ‘Save’.
2. From email. When an incoming email isn’t associated with a contact, you can create a new contact from it (or assign it to existing contact).
3. Import contacts. You can import address books from other programs and services, such as Outlook, Gmail, Hotmail, Yahoo!, into your Relenta account. You can read about importing process here.
