How to import contacts

How to import contacts

My School > General > Import Contacts

Type <Ctrl> <F> to search for words in the article
Use this screen to import other contacts from an Excel file. Please note that it must be an Excel file and NOT a CSV-format.

Download the Excel-Template File which you can use to capture all your other contacts.

Instructions:

  1. The entity id must be left blank to create a new contact. If filled in, the existing contact with that id will be updated.
  2. The country calling code must not include a +, e.g. 27 and not +27
  3. A comma-delimited list of channels can be included to import / create / update channels with users
  4. Date of Birth can be input either as yyyy-mm-dd or yyyy/mm/dd
  5. The import file has to include either an email address or cell phone number or both
  6. ID Number should be a 13 digit South African ID Number 
  7. If no Title is supplied, the system will default to “Mr”

After capturing your other contacts on the template import it by choosing Entity ID, ID Number or Ref No
The selection you make on the Import Record Identifier indicates which column on your excel file or import file should be used to identify records in order to update them
Click on choose file and navigate to your downloads or where you have saved the file then click on the Import button.
After importing you other contacts list will be updated.

                                                                                                                         © Copyright d6 group (Pty) Ltd.

    • Related Articles

    • Bank Statement Import

      The Bank Statement Import function allows you to import electronic bank statements into the system for reconciliation. Finance > Cashbook > Bank Statement Import How do I import a bank statement? Obtain an electronic copy of your bank statement from ...

    • How to import LURITS files

      The Import LURITS Files function allows schools to import XML feedback files from the Department of Education to update learner and educator LURITS numbers in d6+. My School > d6 Initiatives > Compliance > Compliance: Import LURITS Files Important: ...

    • Manage other contacts

      The Other Contacts module is a specialised address book for managing individuals who are not primary parents, staff, or learners but still require communication from the school. This includes sports coaches, extra-mural tutors, contractors, or ...

    • How to import assets in bulk

      Assets can be entered in bulk on an Excel template and then imported into the d6+ Asset list, where they display per item. My School > System > Assets > Manage: Import Assets Important: If you need to add additional items after a previous import, ...

    • Student Portal — School Communication Checklist

      This checklist helps schools communicate the Student Portal rollout to parents and students clearly and confidently. It also covers the most common issues schools encounter and how to resolve them quickly. d6 Communicator App > Student Portal What ...