Import contacts (Excel/CSV)

Download the Excel template, fill in your data and review in the import wizard. Duplicates are detected automatically by email or IBAN — per row you decide: create new, update or skip.

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ChöreChor öffnenVerwaltungKontakteImportieren

Diese Funktion ist nur im Web verfügbar.

Permission required: Contacts › Import

Step by step

  1. Open Contacts > Import.
  2. Download the template (.xlsx) and fill it in — or use your own file (xlsx/csv with header row).
  3. Upload the file. Columns are detected automatically (different spellings such as "First name" or English headers work too).
  4. Review the preview: duplicates are highlighted yellow (match by email or IBAN). Per row choose: Create new, Update or Skip.
  5. Click Import. You get a summary with the count of new/updated/skipped and any errors.

Tips

  • Tags column: enter values separated by commas (e.g. "bank, sponsor"). Unknown labels are created as new tags for your choir.
  • The IBAN column is helpful for duplicate detection — include it when available.
  • The import runs in one go: if a single row fails, the rest is still imported reliably — and you get a list of the problematic rows.

Verwandte Funktionen

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