In VaultRE there is the ability to bulk import contacts. Your file will need to be in a CSV (Comma Separated Value) format.  If your data is in Excel (or similar), you will find an option to save as “CSV” when saving the file. 

• Download example CSV doc
• Data field requirements

Step by step

1. Click on Contacts > Import 
   
   
2. Your file will need to be in a CSV (Comma Separated Value) format.  If your data is in Excel (or similar), you will find an option to save as “CSV” when saving the file
   
3. Please ensure that the first ROW in your file includes the HEADER names
   At the end of this fact sheet is the list of Headers (Data fields) that can be imported
   
4. Once you have your CSV file is ready, you can use the “choose file” to upload your CSV file
5. You can then select which user will have access to the properties (you can select Everyone) & also the Marketing Contacts 1 & 2 if applicable 
6. You can also select if you would like the import to conduct a duplicate check
   Ticking these boxes will ignore duplicate record lines entirely. Instead, we recommend managing duplicate data using the tools provided within Vault post-import
7. Select Next
   
   If you have not created the correct file or if one of your headers is incorrect you will see the below error message and an opportunity to go back and fix the error
   
8. Match the fields from your header row to the fields they belong to in VaultRE
   For example: firstname (in your CSV file) matches to First Name (in VaultRE), lastname (in your CSV file) matches to Last Name (in VaultRE) etc
   You can choose to ignore a field if it does not match what’s available in VaultRE.
   
   
9. Once you have matched your fields, click on Import Now
   
   You will then be taken to a confirmation screen advising that your import has been scheduled for processing in 15 minutes. After the import has been processed your contacts will be available to view in VaultRE

You will also receive an email advising that your import has been successful ?

Once imported, you do have the option to delete/reverse the import within a 48hr period. This can be done via the import tool and clicking on Delete next to the desired import.

List of Available data headings for import