How do I complete a bulk import and export of contacts?

Toolcie allows you to do a bulk import and export of your existing and prospective customers.

Before starting

Here is what you need to know before starting this process:

• To carry out this process, you must use a spreadsheet in an application such as Microsoft Excel or Google Sheets, saved or exported as a comma-separated values (CSV) file.
  See how to do this with Microsoft Excel
• Importing is limited to 500 entries. If you have more than 500 contacts, please import them in several batches.

Bulk importing contacts

To import new contacts, in the Contacts section, click on the import button. When the dialog box opens, click on the link to download a sample file. Once you’ve filled in the file, import it using the upload button .

Bulk updating contacts

To update contacts, use the sample file described in the previous section or the export file from the next section.

The import process will determine if a new contact is being added or if an existing contact is being updated based on the following fields:

• Company name
• Zip/Postal code
• Country

Bulk exporting contacts

To export contacts, in the Contacts section, check the boxes for the contacts that you want to export, then click on the export button .

Fixing CSV file display issues

If your CSV file appears broken or incorrectly formatted when opened, it may be due to an incorrect column separator or encoding. Here are some checks to perform:

• Column separator: Make sure your spreadsheet software uses a comma (",") as the separator instead of a semicolon (";").
  - In Excel, open the CSV file directly. If the columns are not correctly separated, use the "Text to Columns" function in the Data tab and select Comma as the delimiter.
  - In Google Sheets, when opening the file, select Comma as the separator in the import options.
• File encoding: The CSV file is saved in UTF-8 to ensure compatibility with special characters.
  - If some characters do not display correctly, check that your spreadsheet software is opening the file using UTF-8 encoding.
  - In Excel, use "Open" and select "UTF-8 Encoding" if prompted.
  - In Google Sheets, UTF-8 encoding is automatically supported when opening the file.
• Quick check: If the data does not display correctly, you can open the CSV file with a text editor (Notepad++, VS Code…) to verify that it is encoded in UTF-8 and that the columns are separated by commas.

If issues persist, try opening your file with a different spreadsheet application or using an online conversion tool.

For more information on opening CSV files in Excel, check the official Microsoft documentation: View Microsoft documentation .