Contacts/End Users are the specific people who are part of a (Customer) Organization you're supporting. 

You can import a list of existing Contacts/End Users, or manually create new End Users/Contact.

You can also export Contacts/End Users from Syncro into a CSV file for other purposes, including mass updates of your data.

Note: Customers are in the process of being renamed to (Customer) Organizations, and Contacts to End Users. You may see both in Syncro for the time being.

Prerequisites

Check these prerequisites to ensure a smooth import experience:

• You cannot have Contacts/End Users without at least one (Customer) Organization. Therefore, at least one (Customer) Organization is required for the Contact/End User import/export process. See About the CSV Template for information about how to find your Customer Organizations' IDs.
• At least one field is required to create a Contact/End User (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/End Users.

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/End User to be created. It is possible to create Contacts/End Users 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/End Users without at least one (Customer) Organization. Find the value for a customer_id field in the Organization’s Details Page’s URL:  
  
• The Name field includes both first and last names for your Contact/End User.
• If you’re adding a new Contact/End User, leave the contact_id field blank. Syncro creates this value automatically. 

Existing (Customer) Organizations & Contacts/End Users

If any (Customer) Organizations and/or Contacts/End Users already exist in Syncro, selecting “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/End Users without at least one (Customer) Organization. If no (Customer) Organizations and/or Contacts/End Users exist yet in Syncro, see Import or Export Existing Customers. 

Making Bulk Updates

If you are attempting a bulk update, export your existing Contacts/End Users to 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/End Users without creating duplicates.

Importing Contacts/End Users From More Than One (Customer) Organization

You can use the one CSV template to import Contacts/End Users for multiple (Customer) Organizations. Simply specify different values in the customer_id column:

Import Contacts/End Users from a CSV File

To import your existing Contacts/End Users from a CSV file, follow these steps:

1. Navigate to the (Customer) Organizations tab. Any existing Customer Organizations appear in the table.
2. Click the hyperlinked name of a  (Customer) Organization to open its Details Page.
3. Select the "Contacts/End Users" subtab. Any existing Contacts/End Users appear in the list/table.
4. Select “Import.”
5. Click the Template button to download the official Syncro CSV template:  
    
     
   If you have existing Contacts/End Users, the File Downloads Page displays and the CSV you’ll use to import Contacts/End Users appears in the table:   
   

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

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

The End Users subtab displays with your new Contacts/End Users in the table.

Troubleshooting Import Issues

If no additional Contacts/End Users 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 Contacts/End Users import process again with a fresh CSV template. Be sure you don't 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/End Users from Syncro

Note: The file name for exported Contacts/End Users 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/End Users from Syncro to a CSV file, follow these steps:

1. Navigate to the Organizations tab. Any existing Organizations appear in the table.
2. Click the hyperlinked name of an Organization to open its Details Page.
3. Select the "End Users" subtab. Any existing End Users appear in the table.
4. From the CSV dropdown in the upper right corner of the table, select “Export.” Syncro displays the File Downloads page.
5. Refresh the page to get your exported file.
6. Click the appropriate link to download the CSV template prepopulated with your Contacts/End Users. 
   Alternatively, you can get the export by following these steps:
   • Navigate to Reports. 
   • In the Customers section, click “Contact Export”:  
     
     Syncro displays the File Downloads page.
   • Click the appropriate link to download the CSV template prepopulated with your Contacts/End Users.

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/End Userswill 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/End User with that ID instead of creating a new one.
• You can also import your Contacts/End Users into a different RepairShopr or Syncro site.