Caction

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Version 1.0
Created: 28 June 2024
Updated: 28 June 2024

How do I Import New Contact(s)?

  1. At the desktop site’s navigation bar, go to Import > Contact Import.
    Import Contact(s) Here: https://system.caction.com/contact/import

    Import Contact Step 1

  2. Click “Template Download”.

    Import Contact Step 2

  3. The “Excel Template” file has 2 sheets: “Import Data” and “Details”.

    Sheet Usage
    Import Data Enter the contact details in this page.
    Details Reference for customer and company details.

    Import Data:

    Import Contact Step 3

    Details:

    Import Contact Step 3a

  4. Fill out the details of the new contacts.
    a. The details include:
    • Contact Name
    • Contact Phone
    • Contact Email
    • Company Name
    • Customer No (will be auto-populated after the company name is entered)
    • Position Title
    • Department Name
    • Department Category
    • Start Date
    • Remarks

    *Note: Only up to 1000 rows of data are allowed per import.

    Import Contact Step 4

  5. Make sure all the information of the contacts is correct and save the file.

    Import Contact Step 5

  6. Go back to the contact import page and choose the correct file by clicking “Choose” to import.

    Import Contact Step 6

  7. Make sure the file uploaded is correct.

    Import Contact Step 7

  8. Click on the “SUBMIT” button.

    Import Contact Step 8

  9. Click “Upload”.

    Import Contact Step 9

  10. Click on the “Proceed” button to confirm the upload.

    Import Contact Step 10

  11. When this prompt shows, it means the contacts have been imported successfully.

    Import Contact Step 11




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