Our import tool helps you import contacts to your Model Match account. You are able to upload contacts via a .csv file or copy and paste from a spreadsheet like Excel or Google Sheets, or by typing in data directly into the import table. 

In this article, you'll learn how to import contacts to your Model Match account. 

 

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Resources

1. Headers

2. Import Template (.CSV)

 

First, we will cover how you can import contacts to your account via a Comma-Separated file (.CSV). To help get you started we've put together an Import Template which you can download here. The template contains a single row of "Headers" that match to contact fields you can import data to such. i.e First Name, Last Name, Title and Company. 

You'll find a second row that contains an example contact record. You may use this example to better understand the formatting required for most fields. Pro-tip: Be sure to delete the first row before importing your contacts to avoid importing the example contact record. 

Once you've added your data from another source and matched your data to the appropriate columns, you may save the file and start importing. 

 

Importing Contacts (.CSV)

Now that your file is prepared and ready for import, let's take a look at how you can begin the import and highlight some additional options you have available. 

 

1. Click the Settings icon in the menu bar

 

2. Select "Import Contacts" from the list of available Setting options. 

 

3. Select the icon that is labeled "CSV" since that is the type of import we want to start. 

 

4. You can select whether or not you want the new contacts to be considered "Company" or "Personal" contacts. You can read more about the difference between Company and Personal contacts here.

Company contacts are shared with every team member on your account whether or not they are added to a Requisition and Personal contacts are not shared until they are added to a Requisition or shared manually. 

 

5. If you'd like to import the contacts to a Requisition, make sure to check the box and select the Requisition you'd like them to be added to.

 

6. Click "Select File" to browse your computer and locate the file you just prepared in early steps of this article. 

 

Once you've selected the appropriate file and clicked "Open", you'll be presented with the Match Columns preview. This page allows you to verify your data is matching to the correct "Headers" or "Contact Fields". You can click the column to alter or make changes to any of the Contacts Fields. 

Required Fields

The following fields are required to create a valid contact record

  1. First Name
  2. Last Name

To skip any columns and not import the data you may "Uncheck" the column in the preview table. If unchecked, this column and all data in it will be excluded from the import.

Once you've done a quick check to make sure all of the data is correct and you're ready to move forward, click "Next". 

Finalize Import

You can now add any Tags to your contacts & assign them to yourself or another team member on your account. 

Pro-Tip: Be sure to check "Skip Notifications" if you do not want to send an email for each contact when assigned to yourself or another team member. 

7. Click Finalize

You'll be prompted with a final confirmation message that confirms the amount of contacts to be imported, the Requisition (if selected) and any assignments or tags that you've added. Once ready, click "Import".

 

Importing Contacts (Copy & Paste)

You can also import contacts to your account by Copying and Pasting data from a spreadsheet like Excel or Google Sheets. 

1. Click the Settings icon in the menu bar

 

2. Select "Import Contacts" from the list of available Setting options. 

 

3. Select the icon that is labeled "Copy and Paste" since that is the type of import we want to start. 

 

4. You can select whether or not you want the new contacts to be considered "Company" or "Personal" contacts. You can read more about the difference between Company and Personal contacts here.

Company contacts are shared with every team member on your account whether or not they are added to a Requisition and Personal contacts are not shared until they are added to a Requisition or shared manually. 

 

5. If you'd like to import the contacts to a Requisition, make sure to check the box and select the Requisition you'd like them to be added to.

6. Copy and Paste your data from your Excel or Google Sheets document. Be sure to include a row containing the appropriate headers to make mapping columns a bit easier. You can view the available headers here.