Display name is the only field that is required, and it has to be unique in your contacts list. Other fields are optional to fill in.
The character limit for a Contact is 100.
Note: If you choose to add Contact Categories when you import, you will have to input the correct Contact Category value by hand. Check out the article above to learn how to create them. It's best to copy the value from Matter365 to your list. If you try to import a Contact Category value that has not been set in Matter365 that field will be blank.
On the image below, you can see the example of Excel file for import.
Excel template for contacts import
If your list of contacts is very long, we advise you to split it into separate import files, not bigger than 500 contacts per file.
After selecting this file as import source, you will be able
to manually select which contacts do you want imported, or use select all
checkbox to import all of them.
Selecting contacts to be imported from an Excel file
After you select all of the contacts you need to import,
click on Import button. Loading indicator will show, and import might last from
under a minute to a few minutes, depending on the number of contacts imported.
When the import is finished, your contacts become
available to all Matter365 users in your organization.