How to import Matters and/or Contacts to Thread using IMPORT DATA function - Admin

Import Contacts to Thread

 

 

1. Click Settings tab in the bottom left corner.
2. Select System on the left pane.

 

 

 

3. Select Import Data
4. Choose Contact from the dropdown menu.

 

5. Drop or Click to locate the populated 'Contacts_Import_Template' excel file and then click Upload:

 

You can also find the Excel template that needs to be populated here:

 

Import Matters to Thread

 

1. Click Settings tab in the bottom left corner.
2. Select System on the left pane.

 

 

 

3. Select Import Data
4. Choose Matter option from the dropdown menu.
5. Drop or Click to locate the populated MATTER IMPORT excel file and then click Upload:

 

 

 You can also find the Excel template that needs to be populated here:

 

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