Importing Clients, Orgs and Staff - Team Logic Help System

Note: You will need to be an administrator to use the import utility

Step 1: Select your import type

To get to the import screen click on the "Admin" link in the upper right of the screen and then click on "Import" under "Utilities". You will have to choose whether to import Staff, Clients or Organizations. There is also an option titled "Bulk Email Import".

• If you have a spreadsheet with recipient name, address, or other information, select either "Import Staff", "Import Clients" or "Import Organizations." See the "Terms and Definitions" section for the difference between the three. Continue to Step 2a*.
• If you have a simple comma-separated list of email addresses that will be imported into "Clients", use the "Bulk Email Import" option. Continue to Step 2b*.

* If the imported data needs to be put in a group, add the group before proceeding with the import, the group administration is located in "Admin" > "Groups and Departments".

Step 2a: Prepare your spreadsheet

The import utility accepts a CSV format file. Using the "Save As" option within your spreadsheet program should provide and option to save as a CSV. Note that any special formatting (bold or italic, for example) will be lost when converting to CSV. The instructions below outline the special formatting required to ensure a smooth import from Microsoft Excel, other programs should be similar:

1. Open the spreadsheet in Microsoft Excel
2. Remove any header rows, make sure the first row is actual data
3. If your data contains the characters ' (single quote), " (double quote) or , (comma) use the following instructions to ensure proper import
   1. Click "Edit", "Find" and "Replace" (Tab)
   2. Enter the character in "Find what" and the replacement (see below) in "Replace with"
   3. Click "Replace All"
   4. Repeat for other characters
   • Replace " with "
   • Replace ' with '
   • Replace , with ,
4. Click "File", "Save As"
5. Use the "Save as Type" option to select "CSV (MS-DOS)"
6. Input a file name and save the file
7. You may get compatibility warnings, this is normal, click ok and continue

Once the file has been saved as a CSV, use the "Upoad CSV" file field within Team-Logic to select the file. Then use form to select the column number corresponding to the data field.

The example above is a small spreadsheet, within the form the fields should be selected as below:

Click the submit button and you will be prompted to review the data imported.

Step 2b: Bulk Import

Enter or copy and paste your list into the text box. A valid list would look similar to the one below:

jsmith@example.com, hstevenson@example.com, annarob@example.com

Click the submit button and you will be prompted to review the data imported.

Step 3: Review and Import Data

At this final step you will also be able to associate the imported data with a group. After clicking the submit button, your data will be imported.