Overview
Importing companies and contacts into INGENIOUS.BUILD streamlines collaboration and ensures all project stakeholders are efficiently managed in one platform. By leveraging bulk import tools and customizable templates, you save time and maintain accurate, organized records for seamless project execution.
Process
How to Import Contacts
Prepare Your Spreadsheet:
Download the spreadsheet template (attached at the bottom of this article).
Ensure the spreadsheet matches the required format exactly.
Only .xls or .xlsx file types are supported.
Import Your Contacts:
Navigate to Contacts > Contacts in the left-hand menu.
Click the Import/Export icon and select Import Contacts.
In the popup window, click Upload File and select your spreadsheet.
The system will automatically process the file and upload the contacts.
Adding Companies and Contacts
Navigate to the Contacts Module:
Click on Contacts in the left-hand navigation menu.
Check for Existing Companies:
Go to the Companies tab to see if the target company already exists in your workspace.
If the company doesn’t exist, add a contact associated with the desired domain to create it automatically.
Adding Contacts Individually
Click Add New Contacts in the Contacts module.
Provide the required details, such as the contact’s name and email address.
How Trusted Domains Work
Trusted Domain Detected:
If the contact’s email domain matches an existing trusted domain, the associated company will appear in the dropdown menu.
Select the company to link the contact.
No Trusted Domain Detected:
If no match is found, manually enter the domain name (e.g., ingenious.com) to create a new company automatically.
Verification and Workspace Association
Verify uploaded contacts to ensure all details are accurate.
Contacts are assigned to the workspace associated with their company.
Once invited, contacts can accept the invitation to gain access and collaborate on projects.
Key Notes
Contacts must be added before companies; companies cannot exist independently.
Use trusted domains to streamline workflows and ensure consistent company creation.
Congratulations!
You’ve successfully added and imported contacts into INGENIOUS.BUILD. For additional help, visit our Help Center or reach out to our Customer Support team.