How to Bulk Upload Contacts Using CSV in Sanka

Overview:

Bulk uploading contacts in Sanka allows you to efficiently manage and add multiple contacts at once, saving time and effort compared to manual entry.

This guide will walk you through the process of bulk uploading contacts using a CSV file.

Process to Bulk Upload Contacts Using CSV:

Log in to Sanka

1: Navigate to Sanka and log in to your account.

2: Ensure that you are in the correct workspace where you want to upload and manage contacts.

Navigate to the Contacts object

1: After logging in, locate the “Contacts” in the left-hand menu.

2: Click on Contacts object to access the contacts management page.

Bulk upload Contacts

1: In the Contacts object, click the “New” button located at the top-right corner of the screen.

2: At the top-right corner of the detail page, click the “Bulk Upload” button.

3: A detailed page will appear prompting you to upload your CSV file.

Prepare your CSV file

1: Before uploading contacts, prepare a CSV file that matches Sanka's required format. Here’s what to include:

• File Header: The CSV file must include headers that correspond to Sanka Properties.
• Required Properties: Include at least the following columns:
  • First Name
  • Last Name
  • Email
  • Phone Number (optional)
  • Location (optional)
  • Profile Photo (optional)

Ensure that the file is saved as a CSV (Comma Separated Values) format.

Select and upload your CSV file

1: Click the “Upload” button and select the CSV file from your computer.

2: After selecting the file, click “Open” to start the bulk entry process.

Map CSV properties to Sanka properties

1: After uploading your CSV file, Sanka will prompt you to select what’s to import. Select “Import Contact”.

2: New field will show up and you need to map the file headers in your CSV to the corresponding Sanka Fields.

3: Ensure that the columns from your CSV file align with Sanka’s contact properties (e.g., First Name, Last Name, Email).

4: Confirm that all necessary fields are correctly mapped, select contact import method to “Create Only” then click “Add Contact”.

Manage Contacts

1: Once the upload is complete, the contacts record will be shown at the table.

2: You can now manage, edit, or update these contacts as needed by clicking the contact’s ID or name.