{"id":3866,"date":"2022-04-29T12:41:56","date_gmt":"2022-04-29T16:41:56","guid":{"rendered":"https:\/\/idecide.com\/knowledge\/uncategorized\/importing-and-exporting-contacts\/"},"modified":"2026-09-05T02:52:18","modified_gmt":"2026-09-05T02:52:18","password":"","slug":"importing-and-exporting-contacts","status":"publish","type":"docs","link":"https:\/\/idecide.com\/fr\/knowledge\/importing-and-exporting-contacts\/","title":{"rendered":"Importation et exportation de contacts"},"content":{"rendered":"
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You can bulk import contacts two ways: a .CSV file in your Back Office, or straight from your phone's contacts in the iDecide Interactive app. Exporting is Back Office only.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n

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Import from your phone<\/h2>\n

The easiest option if you keep your prospects in your phone rather than a CRM.<\/p>\n

    \n
  1. Open the iDecide Interactive app.<\/li>\n
  2. Tap ADD CONTACT<\/strong> at the top left.<\/li>\n
  3. Tap Import Multiple Contacts<\/strong>.<\/li>\n
  4. Select the contacts you want and tap Check Mark<\/strong>.<\/li>\n<\/ol>\n

    Anything you import on your phone appears in your Back Office too.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n

    \n
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    \n

    \"\"<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n

    \n
    \n

    Import from a .CSV file<\/h2>\n

    Best if your prospects already live in a CRM or a spreadsheet. Your file needs a header row and, at minimum, a name column. You can also include Email Address, Phone Number and Notes.<\/p>\n

      \n
    1. Save your spreadsheet as a .CSV. In Excel:<\/b> File, Save As, then choose CSV under File Format. This is the step people miss. A plain Excel file will not upload.<\/li>\n
    2. In your Back Office, go to CONTACTS<\/strong> and click IMPORT | EXPORT<\/strong> at the bottom right.<\/li>\n
    3. Click the IMPORT CONTACTS<\/strong> tab.<\/li>\n
    4. Click the blue Upload<\/strong> button to pick the file, or drag it into the dotted area.<\/li>\n<\/ol>\n<\/div><\/div>\n\n

      Sample Headings\"\"<\/h2>\n<\/div><\/div>\n\n

      Export your contacts<\/h2>\n
        \n
      1. In your Back Office, go to CONTACTS<\/strong> and click IMPORT | EXPORT<\/strong> at the bottom right in the back office.<\/li>\n
      2. Click the EXPORT CONTACTS<\/strong> tab.<\/li>\n
      3. Choose your filters to decide which contacts to include, then export.<\/li>\n<\/ol>\n

        The file you get back includes which presentation you sent each person, when they viewed it, and what outcome they chose.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n

        \n
        <\/div>\n<\/div>\n\n
        \n
        \n

        Tip:<\/strong> iDecide connects directly to GoHighLevel, and to thousands of other apps through Zapier, so contacts, views, and choices can import\/export to your CRM automatically.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"

        Vous disposez peut-\u00eatre d\u00e9j\u00e0 d'une liste de contacts auxquels vous souhaitez envoyer votre pr\u00e9sentation iDecide. Il se peut \u00e9galement que vous souhaitiez ajouter vos contacts \u00e0 un autre programme tel qu'un CRM. Actuellement, nous ne nous int\u00e9grons pas \u00e0 d'autres plateformes, mais vous pouvez importer et exporter des contacts \u00e0 l'aide de fichiers CSV. Voici comment proc\u00e9der via le tableau de bord et l'application iDecide :<\/p>","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"_et_pb_use_builder":"on","_et_pb_old_content":"

          <\/ol>

          <\/p>

          \"Knowledge<\/figure>Updated 04\/07\/2022 by Ellen Harrison<\/u>

          Adding, Importing & Exporting Contacts<\/strong><\/p>

          You may already have a list of contacts that you want to send your completed iDecide presentation to. Or you may want to add your contacts to another program such as a CRM. This is easy with iDecide, and important so everyone you want to see your iDecide, does!<\/p>

          Adding a single contact<\/strong><\/p>

          You can add a single contact by logging into the iDecide Back Office, navigating to the contacts page, and choosing the \u201cADD CONTACT<\/strong>\u201d button at the bottom left of the page. You can also log into our mobile app and choose \u201cADD CONTACT<\/strong>\u201d at the top of the home page. <\/p>

          \"Back<\/figure>
          \"App<\/figure>

          Remember to choose \u201cSAVE<\/strong>\u201d when you\u2019re finished adding your contact\u2019s information. This will automatically add the contact to your contacts list. Using a Post-a-link<\/strong>\u00a0will automatically add any contact\u2019s info who starts the presentation to your Back Office.<\/p>

          Importing Contacts<\/strong><\/p>

          You can import multiple contacts at once to your contact\u2019s list in two ways: using a .csv file on desktop or uploading directly from your phone contacts through our mobile app. <\/p>

          Importing Contacts Using a .csv File<\/strong><\/p>

          Locate the \u201cIMPORT | EXPORT\u201d button at the bottom right of the contacts page in your iDecide Back Office.<\/p>

          <\/p>

          \"Back<\/figure>

          <\/p>

          \"Back<\/figure>

          Here, you can choose to upload, which will open a <\/p>

          window so you can navigate to, and pick your file, <\/p>

          or you can drag and drop your file straight into the site.<\/p>

          Keep in mind<\/strong>\u00a0your .csv file must have a header row,<\/p>

          and at least a name field must be present. You may <\/p>

          also want to include:<\/p>

          -Email Address<\/p>

          -Phone Number<\/p>

          <\/p>

          \"Back<\/figure>

          Your .csv file should look something like this before exporting.<\/p>

          Importing Contacts Directly from Your Phone<\/strong><\/p>","_et_gb_content_width":"","footnotes":""},"doc_category":[12,36],"doc_tag":[],"class_list":["post-3866","docs","type-docs","status-publish","hentry","doc_category-back-office","doc_category-app"],"year_month":"2026-10","word_count":0,"total_views":"304","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Mike Boccia","author_nicename":"mikeidecide-com","author_url":"https:\/\/idecide.com\/fr\/author\/mikeidecide-com\/"},"doc_category_info":[{"term_name":"iDecide Back Office","term_url":"https:\/\/idecide.com\/fr\/knowledge\/back-office\/"},{"term_name":"iDecide Interactive App","term_url":"https:\/\/idecide.com\/fr\/knowledge\/app\/"}],"doc_tag_info":[],"yoast_head":"\nImporting and Exporting Contacts - iDecide Interactive<\/title>\n<meta name=\"description\" content=\"You may already have a list of contacts that you want to send your iDecide presentation to. 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