Importing your data
Importing your data 1/4: Contacts
Learn by watching
Watch this video on how to import your single-line data or read on below:
Step-by-step instructions
You can import contacts using the Import
button in the top right corner of the contacts page.
Your contact CSV file must be structured as follows:
- Each row in your file must represent one contact.
- The
Country
should use the same case-sensitive spelling as the one in theCountry
column in Wafeq. - For
Type
: allowed values areCustomer
,Supplier
,Investor
,Partner
, andOther
. You can include multiple values separated by a comma.
You can import incomplete contacts
You do not need to import all columns. Wafeq will allow you to import an incomplete row if you wish. You can then complete the row after you import it.