Importing Contacts

If you already have a list of contacts in a spreadsheet, you can bulk-import them into BusinessHRM from an Excel file instead of adding each one by hand.

Where to find it

Sidebar → Contacts, then click the Import Excel button on the contacts list.

Importing requires the Add Contacts permission (All, Added or Both scope).

How to import contacts

Go to Contacts and click Import Excel.
Click Download Sample Import to get the sample .xlsx template. Use it as the basis for your file so the columns line up.
Fill the spreadsheet with your contacts (one per row).
Back on the import screen, choose your Excel file.
Toggle File contains headings on if your first row contains column names.
Click Upload & Next.
Map your spreadsheet columns to BusinessHRM fields, then start the import. The import runs in batches and shows progress.

Importable columns

Column	Field	Required
name	Contact Name	Yes
email	Email	No
mobile	Mobile	No
gender	Gender	No
company_name	Company name	No
address	Address	No
city	City	No
state	State	No
country_id	Country	No
postal_code	Postal Code	No
company_phone	Office Phone	No
company_website	Website	No
gst_number	Tax / GST number	No

File format: Microsoft Excel .xlsx.

Tips

Always start from the downloaded sample file to avoid column-mapping errors.
Contact Name is mandatory for every row; rows without a name will not import.
Provide an email for any contact you later want to give portal login access.
Large files import in the background — leave the page to finish processing.