Q1. Can I import contacts in bulk?
Yes, you can import contacts in bulk using our Import Contacts template.
The template can be found in the Contacts tab.
Follow the steps on-screen to start importing your contacts.
Review the imported list of contacts.
You should see contacts that will be added, deleted, or with errors.
If there are no issues, click on Finish to finish importing your contacts.
If not, continue adjusting and modifying your template, and click on Back to reupload.
Q2. Can I update existing contacts using imports?
Yes, you can. When downloading the Import Contacts template, it will be pre-filled with contacts that you have already added in Jaz.
You can modify the information in these rows relating to existing contacts.
For example, you can change a contact from being just a Supplier Contact to a contact that is both a Supplier and a Customer.
Q3. What file formats are supported for importing contacts?
Only the .xlsx (Excel Workbook) format using our template is supported for importing contacts.
Q4. Will importing contacts automatically create customer/supplier profiles?
Yes, importing contacts using our provided template will do this for you, provided that you have filled in the necessary details and also indicated the profile type (Customer/Supplier/Both) of the contact.
Q5. Can I import contacts from other accounting software I've used before?
You will need to transfer the contact information to our Import Contacts template, and import using our template.
Q6. Will importing contacts affect any existing data in the accounting software?
No, the information in Jaz is self-contained and will not affect other software.
Q7. Are there any restrictions on the number of contacts I can import at once?
You can import up to a maximum of 1000 existing and new contacts at the same time (meaning 1000 rows of contact data in the template.)
Q8. What should I do if there are errors or duplicates in the imported contacts? How can I fix them?
Jaz will highlight any issues with the rows/records that you have filled in within the import template.
To fix it, go back to your contact import template and amend the row with the error.
For example, if the error reads "Empty contact name" for Row 5, then check Contact Name is filled in for the contact on Row 5.
After fixing all the errors presented by Jaz, save your template and reimport the template to restart the bulk import process.
Q9. Can I review the list of imported contacts before importing?
Yes. Jaz will show a list of contacts that will be updated, created, deleted, or records having errors.
Q10. Can I customize or modify the contact after importing contacts?
Yes, you can. After importing the contacts, find the contact that you would like to customize or modify by navigating to Contacts.
For more information on managing contacts, you can refer to Contacts.
