Importing A List Of People/Companies Using The Contact Importer Tool

Big Biller’s Contact Importer gives you the ability to import spreadsheets and create new records for people, companies or a combination of the two. Make sure that each record is on a single row within your spreadsheet and that the first row of your file includes the headers that label each column. The Contact Importer has the ability to import .xls, .csv and .xlsx files.

Watching Videos Not Your Thing? Below is a Step-by-Step tutorial on how to import spreadsheets using the Contact Importer –


*Please note:

  • The Contact Importer can only import one worksheet at a time
  • There is a file size limit of 4MB per file to be uploaded
  • Make sure that each record is on a single row within your spreadsheet and that the first row of your file includes headers that label each column

From within Big Biller:

  • Click the Settings link in the top right-hand corner of the page
  • Select Contact Importer under the Big Biller Tools header

  • From the Import Wizard, click the Browse or Choose File button to select the appropriate .xls/.csv/.xlsx file from your hard drive
  • Check the appropriate Import Option to determine whether you are importing People only, Companies only or both People and Companies
  • After making your selections, click the Next button in the the bottom right-hand corner

  • Now you can “map” the columns in your spreadsheet into specific fields in Big Biller
    • For example, you probably want the first name column in your spreadsheet to go to the first name field within Big Biller
    • All of the labels in the drop-downs should look familiar to you. These are the column headers that you included in that first row of your spreadsheet
    • The field labels listed within the colored area are the fields within Big Biller that you want that column mapped to
    • You’ll see that the database takes it’s best guess based on your column headers, but if there are some that it missed, you can always manually grab that corresponding column from the drop-down
  • Click the Next button once your mapping is complete

FireShot Screen Capture #029 - 'Job Order Advertising Options' - login_topechelon_com_JobOrder_JobAdvertisingOptions_aspx_JobOrderId=134831

  • On the final screen, review the fields that are mapped for import
    • If any are not mapped, and you need to import those, click the Back to Mappings button at the bottom of the page
  • Select any People Duplicate Checking options at the bottom of the page based off of the information in your spreadsheet
    • Big Biller automatically checks for duplicate companies based on exact Company Name (spaces and punctuation are taken into account) and Location (City, State) if they’re provided
  • Click the Finish Import button once complete

FireShot Screen Capture #029 - 'Job Order Advertising Options' - login_topechelon_com_JobOrder_JobAdvertisingOptions_aspx_JobOrderId=134831

  • Your import will enter the queue and you will receive an email once it’s complete
    • The email will include the total number of people and/or companies that were imported
  • If your spreadsheet contains more than 1,000 rows, the import will run overnight

 

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