There are two types of contact items used in Fusion: Company and Person. It is possible to import any number of them into Fusion. The import is done by using the import function and CSV-formatted files.

Importing company contacts

 

  1. Click System Administration in the Quick Launch menu.
  2. Click the Dynamic Fields/Import Data tab.
  3. Click Open File and add the CSV-file.

This action will display the added file’s name to the File to import field.

 

Note: Make sure that the file to be imported is not already opened in another program. If the file is opened it will not be possible to add it to Fusion.

Note: The Company contact file must be imported before any Person contact file.

 

  1. Click Import Companies
  2. Click Save

 

Importing person contacts

 

  1. Click System Administration in the Quick Launch menu.
  2. Click the Dynamic Fields/Import Data tab.
  3. Click Open File and add the CSV-file.

This action will display the added file’s name in the File to import field.

 

Note: Make sure that the file to be imported is not already opened in another program. If the file is opened it will not be possible to add it to Fusion.

Note: Before any Person contact file is added any Company contact file must be added first.

 

  1. Click Import Persons
  2. Click Save

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