On the People Dashboard, this new Import feature allows clients (who are not using an AMS to manage their data) to do a bulk import of new people accounts. The import can be done using your existing Excel or CSV file that contains the information for the people to be imported. Or, you can download our CSV template to paste your data in (and then import). This import feature will do a “Conflict Check” of the CTI database to ensure that duplicate accounts are not created during the import. You will have the option of downloading the list of “Conflicts” after the import.
People Import for non-AMS clients
• New Import feature allows users to do a bulk import of new meeting people. The import tool includes a “Conflict Check” to ensure duplicate accounts aren’t created.