Contact Importer

The customer has requested the ability to bulk import contacts into Accord using a spreadsheet, rather than creating each contact individually.

At present, contacts must be entered manually, which can be a time-consuming process, particularly during the initial implementation of the system or when large numbers of contacts need to be added or maintained.

The customer would like the ability to upload a CSV or Excel file containing contact details, with the system validating the data and creating the contact records automatically.

Customer Benefits

• Reduces the time spent creating contacts manually.

• Improves efficiency when onboarding new organisations or maintaining existing contact records.

• Reduces the risk of manual data entry errors.

• Simplifies the migration of contact data from other systems into Accord.

Suggested Functionality

• Ability to download a standard import template.

• Support for CSV and/or Excel file uploads.

• Validation of mandatory fields before import.

• Duplicate detection to prevent existing contacts from being created multiple times.

• Clear import summary showing successful imports and any records that failed, including the reason for failure.

• Restricted to users with the appropriate permissions.