A Contact is a specific person at the business (Customer) you are supporting. 

You can import a list of existing contacts, or manually create new contacts.

You can also export contacts from Syncro into a CSV file for other purposes, including a mass update of customer data.

Prerequisites

Check these prerequisites to ensure a smooth import experience:

• You cannot have Contacts without at least one Customer. Therefore, at least one Customer is required for the Contact import/export process. See About the CSV Template for information about how to find your Customers' IDs.
• At least one field is required to create a Contact (you're free to choose which one).

About the CSV Template

Syncro provides a CSV template you should use to import and/or export your Contacts.

The first row of the CSV template file contains the names of the columns, which include:

customer_id, contact_id, name, title, email, phone, extension, mobile, address1, address2, city, state, zip, notes, direct_report, ticket_matching_emails, notification_billing, notification_marketing, notification_reports, vendor_id, custom_fields

At least one of the above fields must be filled out for a contact to be created. It is possible to create contacts that contain just a name or just an email address. It is highly recommended to double-check your data for accuracy before importing.

Notes: 

• You cannot have Contacts without at least one Customer. Find the value for a customer_id field in your Customer’s Details Page’s URL:  

• The Name field includes both first and last names for your Contact.
• If you’re adding a new contact, leave the contact_id field blank. Syncro creates this value automatically. 

Existing Customers/Contacts

If any Customers and/or Contacts already exist in Syncro, clicking Import will first trigger an export. (This is so you get an accurate template.) You can then modify the CSV file as desired.

You cannot have Contacts without at least one Customer. If no Customers and/or Contacts exist yet in Syncro, see Import or Export Existing Customers. 

Making Bulk Updates

If you are attempting a bulk update, export your existing contact list to a CSV first, then make your changes and re-import. 

As long you do not make changes to the provided customer_id and contact_id fields, you will update the existing contacts without creating duplicates.

Importing Contacts From More Than One Customer

You can use the one CSV template to import Contacts for multiple Customers. Simply specify different Customer IDs in the customer_id column:

Import Contacts from a CSV File

To import your existing contacts from a CSV file, follow these steps:

1. From your Customer’s Details Page, select the Contacts subtab. Then on the left-hand side, click Import:  
   
    
    
2. Click the Template button to download the official Syncro CSV template:  
    
     
   If you have existing contacts, the File Downloads Page displays and the CSV you’ll use to import Contacts appears in the table:   
   

Click the link to download the CSV template. This import template may have one of your contacts listed in row 2 as an example. 
 

3. Fill in the spreadsheet with information about your contacts and save it.   
   Note: If you haven’t already, you may want to review the Prerequisites.  
    
4. Return to the page described in step 1 and click Choose File. Select your revised CSV file, then click Import:  
   

The Customer’s Contact subtab displays, with your new contacts displayed in the list.

Troubleshooting Import Issues

If no additional contacts appear after you initiate the import and the Import Results page shows 0 rows in the file you imported, it's likely your CSV columns are formatted incorrectly, so Syncro didn't detect any data.

Start the Contact import process over with a fresh CSV template. Ensure that you do not edit any of the columns when you add your data, then re-attempt the import.

Tip: You can view the details of your import results under Admin > Reports > Import Results. 

Exporting Contacts from Syncro

Note: The file name for exported Contacts is something like accountid_year_month_day_hh_mm_ss.csv. Or, if one exists, the file may begin with the Business Name. 

To export your existing contacts from Syncro to a CSV file, follow these steps:

1. Navigate to Reports. 
2. In the Customers section, click “Contact Export”:  
   

The File Downloads page displays. 

3. Click the appropriate link to download the CSV template prepopulated with your Customer’s Contacts.

Tips: 

• You can import the exported CSV back into the same Syncro site later. This could be helpful for making mass updates.
• The contact_id field determines if duplicates are created or not. If the value is blank, another contact will be created. This is why exporting first is so important, since the export will contain the contact_id. Syncro will recognize the contact_id and update the existing contact with that ID instead of creating a new one.
• You can also import your Contacts into a different RepairShopr or Syncro site.