iluminr Admin Users can save time by bulk importing contacts into existing contact groups. Learn more at How do I create a new Contact Group?


How do I import contacts into Contact Groups?

  1. Visit https://login.catalysttech.co.

  2. Log in with your iluminr credentials.

  3. Click the library icon.

  4. Click the People tab.

  5. Select the Group that you want to import the contacts in to.

  6. Click the Import button.

  7. Select the Import Template button, to download the import template. Always download the template before import, even if you have downloaded it before.

  8. Open the import file you have just downloaded. All the fields in BOLD are mandatory and must include valid content.

  9. The import template has a few simple but strict rules that you need to follow when completing the import. Click here to read the rules before inputting your data.

  10. Input the data into the import template.

  11. Once your import file is ready for import, save it locally to your device.

  12. Select Upload and choose the file to imported

  13. If the import is successful, a confirmation screen will appear on the bottom right, advising you can view the status of the import from the new Notification Centre

  14. Select the Notification Centre and a list of all import attempts will appear.

    Referencing the file names, number of successfully processed or errored records (contacts).

    If there are any errors you can download the error data to see what needs to be updated to complete your import.

Congratulations, you have successfully imported your contacts into the contact group!


Import Rules

Mobile Number

Input the full mobile number, including the International Direct Dial Prefix with no spaces. The mobile number field requires all numbers to be the full International Direct Dial Number, with no spaces included. (Including the +(country code) prefix)

Email

iluminr uses the email field to determine if a contact is new or existing. Duplicate records will not be created, providing the email in the import file is an exact match to the existing email in iluminr.


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Contact the Catalyst Customer Success Team by clicking the button above.

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