Contacts Import

Overview

The Contacts Import creates Contacts, links them to Participants, and can fill or update supported details on matching Contacts.

Accessing the Import

Open Settings > Imports, select Create Import, then Contacts. Import Participants first when Contacts need Participant links.

Completing the Import

How to Use the Contacts Import

1. Download the current Contact template.
2. Populate it and remove the example rows.
3. Accept the import caution.
4. Choose Keep their details, Fill in empty fields, or Update with the file's values.
5. Upload the CSV and select Start Import.
6. Review and correct rows, select the intended rows, and choose the count-specific confirmation button, such as Import 3 Contacts.

Import Requirements

First Name is required. The remaining template columns are:

ID, Last Name, Organisation Name, Phone, Email, NDIS Number, Participant Reference Type, Participant Reference, Occupation, Relationship, Starred, Consent, Address 1, Address 2, Suburb, State, and Postcode.

Use either the legacy NDIS Number column or the reference pair. Participant Reference Type accepts participant_ndis_number or participant_astalty_id; Participant Reference then contains that NDIS Number or Astalty Participant ID. A missing Participant does not stop the Contact being created, but it is not linked. A Relationship is also required for the Participant link.

An Organisation Name finds or creates an Organisation and links it. Starred and Consent accept affirmative Yes/Y values. When Address 1 is present, State and Postcode are required and State must be Australian.

Template Columns

The ID is Astalty's Contact ID from the Contacts Export. Leave it blank for a new Contact. Astalty first matches by ID, otherwise by a mobile number parsed from Phone, otherwise by Email. If an update finds multiple possible Contacts, the row fails; use the exported ID to identify the intended Contact.

For a match, the selected mode controls supported Contact details. Regardless of that mode, the row can still add its Participant relationship and can add an Organisation or address the Contact does not have. Updates are limited to the Contact's name, Phone, Email, Occupation, Organisation, and address.

How Contacts Are Matched

1. Astalty resolves the Contact match by ID, mobile, then Email.
2. It resolves the Participant reference independently.
3. It creates or updates the Contact according to the chosen mode.
4. It adds the Participant link when a Participant and Relationship are available.
5. It finds or creates the named Organisation.

Fixing a Row That Didn't Pass

Contact rows can be edited before confirmation. See Fixing Import Rows.

Troubleshooting

Warnings can describe a Contact that will be reused or created without a Participant link. Read them before confirming. Use the exported Contact ID when phone or email cannot identify one Contact unambiguously.