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Contacts Uploader - Creating a Contacts List from Template File
Contacts Uploader - Creating a Contacts List from Template File

Creating a CSV to upload contacts to Kno2fy

Stacy Lane avatar
Written by Stacy Lane
Updated over a month ago

If your organization does not have a contacts list, a template file is available from the Contacts settings page to assist you in creating a contact list to upload. Once uploaded, users will be able to search for contacts in the To field when sending a new fax.

Downloading the template file for your organization

Navigate to Settings ("gear" icon) > Contacts.

Contacts

Click the download icon in the top right.

A file will download called “Contacts.CSV”. If no contacts have ever been uploaded, the file will be a blank template file with headers only. If contacts were uploaded successfully at least once, a file will contain the currently saved contact values. See Contacts Uploader - Updating an Existing Kno2fy Contacts List for additional details on updating an existing list.

Populate Contacts List

Populate the columns of the template with your contacts, following these guidelines:

  1. Your contacts list must have the three required text headers:

    1. Contact Value

    2. Name

    3. Company

  2. Headers must be spelled correctly but are not case-sensitive.

  3. Must be smaller than 20 megabytes.

  4. Contact Value, Name and Company cell values must meet data requirements shown here:

Headers

Description

Limitations

Required?

Contact Value

The send destination value.

Example: Fax Number - 10 digits.

  • Cannot exceed 80 characters in length.

  • Fax numbers can be any format as long as 10 digits are present.

    • Examples

      • (XXX) XXX - XXXX

      • XXXXXXXXXX

      • XXX-XXX-XXXX

      • XXX XXX XXXX

Always.

Name

A text name description of the recipient.

  • Cannot exceed 80 characters in length.

If Company is blank.

Company

A text name description of the company associated with the send destination value.

  • Cannot exceed 80 characters in length.

If Name is blank.


Upload Contacts List

Once your Contacts.csv file is completed and ready for upload, navigate to Settings > Contacts and drag and drop or click to upload the file.

Upload Contacts

If the upload is successful:

  • A notification will display in the top-right corner indicating that “Contacts imported successfully”.

  • A section called “Last Successful Upload” will display with file metadata.

Success

The following fields will appear if successfully uploaded:

  1. File Name - This is the name of the file uploaded successfully.

  2. File Size - This is the size of the file uploaded.

  3. Number of Contacts - This is the number of contacts generated from the upload. This also represents the total number of contacts for an organization because only one uploaded file can be active at a time.

  4. Upload Date - This is the date the file was uploaded for an organization.

  5. Uploaded By - This is the username / email of the user that uploaded the contacts file.


Upload Errors and Warnings

When uploading a file, if the data is incorrect or the template format doesn’t match, an error message will be displayed. Please contact support@kno2.com for assistance with errors/warnings.

Errors

Errors are displayed on the Contacts page until the next successful upload, which will automatically clear the error.

Error

Warnings

If another organization administrator is already uploading a file, the following message will be displayed: "The file could not be imported as an upload is currently in progress".


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