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.
Step 3: Click Import.
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.
Step 5: The screen will refresh with your Contact Import Results. Click Done to return to the Contacts Page.