Import Contacts

You can import your Contact records (Customers and Suppliers) into Saasu. We support Comma-separated value files (CSV) and MYOB formats.

Download the sample CSV

Importing your Contacts

1. Go to View > Import or Export > Contacts.
2. Select the software you are coming from and then click Choose File to browse for the file you wish to upload.
3. Click the Import button.

Importing Contacts tips

• A header record must always be present in the first row.
• A First Name, Last Name or Organisation is required.
• When you select to import a particular format from another software provider then you should leave the format untouched.
• Optional headers can be omitted from the CSV file when importing using the Saasu standard format
• The ordering of the columns does not really matter. However, we encourage you to stick with default column ordering.
• Line breaks in fields should be specified using a ‘|’ (pipe) character.
• Sometimes CSV files have a TXT extension when exported from other software products. These can be accepted in most cases.

Import Behavior

Saasu can skip or overwrite contacts on import. Once you click the Import button, Saasu will attempt to import ALL records to your File directly if the required headers for each format are provided. It will create new records where ‘Skip’ is selected, or ‘Overwrite’ existing records.

You cannot undo this once they are imported to your file without deleting these contacts 50 entries at a time. Always ensure you are importing the right records.

Contact de-duplication on importing

When importing a CSV of contacts into Saasu we de-duplicate contacts. The reason for this is otherwise every time you imported a CSV with contacts we would create new contacts, even if you were wanting to update existing contacts or for other reasons and you would end up with multiples of the same contact.

If a contact in your Saasu file already has a:

1. Contact ID OR;
2. First Name & Last Name & Email OR;
3. First Name & Last Name & Organisation

…keep this data in the spreadsheet to ensure de-duplication can occur, based on two methods. We will either ‘Skip’ importing that contact or ‘Overwrite’ that contact based on your selection:

• Skip – if we find any matches on the above criteria we will skip importing that contact.
• Overwrite – if we find any matches on the above criteria we will import the contact and overwrite the existing contact with any details in the import.

Note: this will remove any details for a field if the import has a blank field!

Format for CSV file