How To Import Contacts

 

Note: Your Client's First Name, Last Name and Email Address will be imported. Your contact will not be imported if any information is missing.

Step 1: To begin, you will need to create an export of your contacts from your client data base system.  Export must contain First Name, Last Name and email address.

Step 2:  To import your contacts into Matrix, click the My Matrix tab and select Contacts.

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Step 3: Click Import.

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Step 4: Click Choose File to find the file you saved in Step 1, then select Import.

Update existing contacts with imported information Check Box: If this is checked Matrix will attempt to match each imported contact with an existing one, updating contact values when a match is found.​

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Step 5: The screen will refresh with your Contact Import Results. Click Done to return to the Contacts Page.

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