Import a file of structures and contacts simultaneously
You also have the possibility to perform a mass import by attaching both contact data and data of structures to which they belong. In this way, the contacts will automatically be affiliated to a company card. When you wish to import contacts and structures via the simplified import tool, simply go to the Import page.
Then choose Contacts then click on select a file (select the file you want), name it and finally validate.
Next comes the field link page. This page allows Arenametrix to transcribe the right information in the right places in the contact and structure sheets. You must then match the fields between the file and Arenametrix as in the example below. By clicking on the dropdown pane, you will find the information in your file.
But this time you also have to fill in the part concerning the structures on the right side of the screen.
I then select the right column in my file that corresponds to the right information in Arenametrix, then I validate by clicking on Import.
Your contacts and structures are then imported.