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How to Import Your Existing Contacts

 

If you have contacts in another system, you can easily import them into Roof Chief using CSV or Excel files that most software can export.

Accessing Import Settings
  1. Go to Settings
  2. Click Account (at the top)
  3. Select Import Leads
Uploading Your Contact File

On the import leads settings page:

  1. Click or drop your CSV or Excel file in the designated area
  2. Browse to your file location (like Downloads folder)
  3. Select your contacts file and click Open

Most existing software systems can export contact data in CSV or Excel format.

Mapping Your Data Fields

Roof Chief automatically tries to match your data to the correct fields:

Automatic Matching:

  • Full name - typically recognized correctly
  • Email and phone - usually mapped properly
  • Address components - street, city, state identified automatically

Manual Adjustments:

  • Review unmapped fields - items showing "Import to None"
  • Use dropdown menus to assign fields like "Phone Home" or "Phone Cell"
  • Map unusual fields to "Job Notes" when you're unsure where they belong
Handling Unknown Data

For fields you're not sure about:

  • Import to "Job Notes" as a safe option
  • Preserve data even if it's not in a structured field
  • Review later when you're more familiar with the contact

Examples: Product colors, status codes, or custom fields from your previous system.

Reviewing Before Import
  1. Scroll through all columns to verify field assignments
  2. Check the preview of 10 example rows
  3. Adjust any incorrect mappings using dropdown menus
  4. Click "Looks Good, Next Step" when satisfied
Import Confirmation

Before completing the import:

Review Import Summary:

  • Number of rows to be imported (like 1,900 contacts)
  • Fields being used for the import
  • Skipped rows due to missing required fields (name and address)

Name Your Import:

  • Add descriptive name including date, time, and your name
  • Enable easy identification if you need to undo later
  • Example: "Import 2024-01-15 Steve Contact Migration"
Completing the Import
  1. Click "Complete Import" to start the process
  2. Wait for completion - even large imports (1,900+ contacts) complete quickly
  3. Verify success by checking your contacts list
Benefits

Contact importing eliminates manual re-entry, preserves your existing customer relationships, and gets you operational in Roof Chief quickly. The ability to name and potentially undo imports provides safety for large data migrations.