Import contacts from a spreadsheet

Import your file

1. Open Contacts in the menu.
2. Click Add new at the top right, then Import. The page Import contacts opens.
3. Drop your file on the page, or click Choose a file. Skileo reads Excel (.xlsx, .xls), ODS and CSV files up to 10 MB.
4. Check the columns and the rows. See below.
5. Click the button at the bottom, for example Import 25 contacts.

Nothing is saved until you click this button. The page then shows how many contacts were added, and See them in Contacts opens the list with only these contacts.

The import has three steps, shown at the top of the page: Add, Review and Done.

Prepare the file

Put the column names on the first row, then one company per row. Each row needs:

• the company’s name,
• its legal representative,
• its company identification number or its VAT number.

You can also give the address, city, postal code, country, e-mail and phone. Two more columns say whether the company is a client and whether it is a supplier: write 1 for yes, 0 or nothing for no.

To start from the right columns, click Download the template on the first step. It downloads an Excel file with the column names.

If your workbook has several sheets, Skileo opens the one that fits best. You can choose another sheet under Sheet.

Check the columns and the rows

Skileo matches the columns of your file with its fields from their names, in any of its languages. Click Change to match a column with another field, or to leave it out.

Each row shows Ready or Check. A row to check has the problem written in red in the cell.

• Click a cell to fix it. Skileo checks the row again.
• Click the cross at the end of a row to Leave this row out. Click Put back to bring it back.

Rows that are still wrong when you import are left out. On the last step, you can download them with the reason for each.

Companies already in your contacts

A row with the company identification number or the VAT number of one of your contacts shows Already in your database. Choose what to do with these rows:

• Skip them: they are not imported. This is the default.
• Fill their empty fields: Skileo fills in what is still empty for that contact, such as the phone or the address. It never changes what is already there.

You can also choose for one row at a time.

Undo an import

On the last step, click Undo. You can also undo it later: open the import page again. Your Recent imports are listed there, each with See them and Undo.

Undo moves the contacts the import added to the Trash, as long as nobody has used or changed them since. A contact named on a quote or an invoice, or changed after the import, is kept. What the import filled in for contacts you already had stays.

You can undo an import for 30 days.

Common questions