How to import contacts and vendors

How to import contacts and vendors into Indema using a CSV file.

Written By Gemma DeMasi

Last updated About 1 month ago

If you have an existing client or vendor list, you can import it into Indema using a CSV file rather than adding records one by one.

How to import

  1. Go to Contacts in the left menu.

  2. Click Import in the left sidebar.

  3. Select whether you are importing Contacts or Vendors.

  4. Click Download Template to get the Indema CSV template.

  5. Populate the template with your data. Follow the column headers exactly -- do not add, remove, or rename columns.

  6. Save your file as a CSV and upload it.

Use separate imports for contacts and vendors -- they have different templates and different required fields. Contacts require Full Name and Email. Vendors require Vendor Name and Email.

After importing

Indema will process the file and add all valid records. If any rows have errors (missing required fields, invalid email format), those rows will be skipped. Review your contact and vendor lists after importing to confirm everything came through correctly.

You can always edit individual records after import to fill in any missing details.