Importing data

Get your contacts and data into UbiQuity quickly using a CSV file - no technical setup required.

Overview

Importing is the simplest way to get data into UbiQuity. If you have a list of contacts in a spreadsheet, you can upload it directly into your database in a few steps using the import wizard.

You do not need any technical knowledge to run an import. The wizard guides you through each step, and most imports take just a few minutes to complete.

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What you will need

Before you start, make sure you have:

• Your data saved as a CSV file. If your data is in Excel, open it and save it as CSV before importing. Excel files (.xls or .xlsx) are not accepted.

• Column headings in the first row of your file. These do not need to match your UbiQuity field names exactly - you will match them up during the import.

• A clean, consistent dataset. UbiQuity checks data against your field types during the import, so things like invalid email addresses or incorrectly formatted mobile numbers will be rejected.

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How to import your contacts

1. Go to Database > Import Contacts

2. Click Import Contacts and select your file

3. Work through the wizard, mapping your columns to the correct fields in your database

4. Choose your update type - if you are not sure, select Append/Update, which will add new contacts and update existing ones

5. Review the summary and type ACCEPT to run the import

6. Check the results - any rows that could not be imported will be available to download and fix

The whole process typically takes just a few minutes for most files.

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A few things to know

Existing contacts won't be duplicated. UbiQuity uses a matching field - usually email address - to check whether a contact already exists before adding them. If they do, their record is updated rather than duplicated.

Some rows may be rejected. This usually happens because of formatting issues in the data - a missing @ in an email address, or a mobile number missing its leading zero. You can download the error list at the end of the import and fix and re-import those rows.

The error file is only available for 7 days. If rows were skipped, download the error file promptly so you can review and fix them.

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Also want to import transactional data?

If you need to import purchase history, service records, or other data linked to your contacts, UbiQuity supports this too. See Importing Transactions for a full guide.

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Want the full detail?

For a complete step-by-step walkthrough of the import wizard including all options and troubleshooting, see Importing Contacts in the Data & Integrations section.