Command

Contacts
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Command

Contacts

Overview

Command contacts are fabulous because they include so many standard features and in addition, have the ability for you to customize.

Contacts covers two aspects:

1. How you can bring your contacts from another system or spreadsheet into Command.

2. How contacts work within Command

Classes

Please go to the calendar and verify dates and times for classes.

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We have something for each of you.

Documentation – How and When to Import Contacts

This section pertains mostly to those who have their database in eEdge. However the principles are the same for any export. If you are needing to export contacts from your Smartphone, see below section for assistance.

Decide if you are ready to move all contacts or a segment, then determine the method. (Before you decide this, be sure you know the capabilities of Command at the current time).

It is still currently recommended to add a segment at a time.

Some of the specific notes below were updated on October 10 to adjust to Command. As we know, Command is in “LABS” which means is it continually changing and improving.

If you have groups/tags and notes that you want to bring over to Command from your current system, the best method is to export your information from your current system, then import it to Command.

Exceptions to this might be:

  1. If you are bringing your contacts from a system other than eEdge.
  2. If you only want to move basic contact information to Command and do not care to bring your notes, group/tags, etc.

If either of the above apply, PieSync may be a great option for you!

If you need more details PieSync or you have additional questions on what is your best options and if it is the right timing for you,  contact Tammy Bunk.   Your contacts are extremely valuable, don’t hesitate to get a consult before making your decision.

**A method to keep in mind is that Michael Lewis Marketing Suite has a special offer for $250 to move your contacts into Command (plus additional setup included) which for most people, will be a great value. We have flyers around the MC and you can also call them for details.

Concepts to keep in mind:

  • Groups in eEdge are called Tags in Command.
  • A separate contact is needed for each person in a household, then they can be connected relationally in Command.
  • Custom Fields do not need to be added prior to import due to the fact you cannot yet import custom fields.
  • In Command, you cannot have duplicate email addresses.
  • In Command, instead of “deleting” a contact, you archive it. Then you can delete what has been archived. This is for your own safety.
  • If you have had test data in your contacts and you want to remove 100% of your contacts and start over, in Settings, there is a wipe database setting.
  • Currently there is not a way to import a contact with an “unsubscribed” option. You need to add “unsubscribed” as a tag when importing them so you bring that information to Command.Export your current CRM to a file.

Instructions to export from eEdge and import into Command:

In Command settings:

  • Verify that eEdge is disconnected.
  • You can add custom tags in Command Settings now, but this step is no longer required, they will be added through the import process.
  • Verify you do not have contacts in your archive that will cause “duplicate” errors (when importing, if the contact is in archive and you attempting to add it again, it will be an error). Duplicates are based on email addresses. To verify, go to Command Settings and select the Contacts option and select Archive to verify or Database Wipe to start fresh.

Export your current CRM to a file (it will typically be a csv file)

If you are using eEdge, you will need to verify all contacts are in a group (Command calls a tag). One way to accomplish this is to select all your contacts in eEdge and add them to a group called “Export”. You can remove this group/tag later.

There are several methods to prepare your contacts to import. In all of them, some editing is needed. It will be your option which method is best for you.

Command needs each person in a household added as a separate contact before being able to add a relationship such as “spouse”. eEdge does not require this. Either in eEdge, or in the spreadsheet, or in Command after importing, be sure you add the 2nd person in a related contact. One way to do this is when looking at your exported spreadsheet, you can add an additional line in your spreadsheet and copy the name of the 2nd person to this line.

Export by Groups (one at a time) selecting contacts status of “all”.

Once exported, be sure you label the contacts with the group name they are a part of by adding a column and add the group name for all contacts in that file. Do this for each group.

Then combine all contacts in one spreadsheet by copying and pasting them into one spreadsheet. Add a colored line occasionally to be sure when you are sorting you keep things aligned.

Then sort by last name and you will see duplicates for those that are in more than one group. You will also see the names of the groups that person is a part of. Combine the groups into one field, then delete the extra rows of the duplicated contact names. See below for example.

This is a “condensed” version for an example seeing Mickey Mouse 3 times once you have combined them into one spreadsheet.

Example after you have combined the group information and deleted the extra entries for that contact:

Download the Command import file by selecting the “import” button in Command Contacts and then selecting on the word “Download”, which will begin the download of your import template.

Compare your export with the import file to see what columns you will be using.

Copy and paste (“paste values” only is the ideal method) the appropriate rows from your export file into the Command import file. Your formatting of numbers/dates may need adjusting, however most of the time does not.

When you are ready to import that day, be sure and download a fresh template from Command because they update it regularly. Copy and paste the previous template information into the new template.

Import your Command template file into Command and check the notifications to verify status.

**Remember there are also guides within KW Command that you can access by selecting the “?” at the top of any page you are on.

Export Command Contacts

There are now two export options in Command Contacts. One is just “export contacts” and the other is “export mailing labels”. 

Export Contacts

While in your Command Contacts

1.Select the contacts you want to export by selecting the box to the left of the contact, or selecting the box at the very top of your contact list in the gray heading that selects all contacts that are showing (currently, a maximum of 50).

2. Select the button “Select Bulk Action”

3. Select “Export Contacts”

4. In a few minutes (you may need to refresh your browser) you will have a notification appear in Command that will say your file is ready and give you a link to download the file.

4. This will download your contacts in a .csv file that looks similar to the import template csv file.

Example:

Export Mailing Labels

While in your Command Contacts

1.Select the contacts you want to export by selecting the box to the left of the contact, or selecting the box at the very top of your contact list in the gray heading that selects all contacts that are showing (currently, a maximum of 50).

2. Select the button “Select Bulk Action”

3. Select “Export Mailing Labels”

4. This will download your mailing labels in a .csv file. This file is different in format as it combines contacts who are connected by relationship into one exported item. For Example, if you have Mickey Mouse and Minnie Mouse associated together in your contacts as “spouse” then you will see them exported as one label.

Example:

Export Contacts from Smartphone, Outlook, Google, etc.

In order to import contacts into Command, typically you are exporting contacts you have from other sources, then importing them. Below are some basic instructions to export from most common sources.

iPhone Export

One method is to download the “My Contacts Backup App” (the free version)

This link has more information if needed, but I encourage you to use the instructions below.

My Contacts Backup App Image

Change Settings
Settings Wheel Image

Tap on the “settings” icon and change the export type to CSV from the default vCard

Tap the Export button 

Export Button Image

 

 

 

Tap the Email button

Email Button Image

 

 

 

Android Export

If you have an Android phone, it is attached to a Google account. Most likely you will have your phone contacts syncing to that Google Contacts account. If so, you can follow the instructions below to export your contacts from a Google Contacts account.

Google Account

To export contacts from your Google account, log in to your Google account either through Gmail or another method, then select on the “apps” menu where you can select “Contacts”.

On the left side of the screen, scroll down to where you see “Export” and select on it. Select “Contacts” then select “Google CSV” and select “Export”.

This will save a csv file to your computer.

Outlook

Depending on your version of Outlook, the process may look a bit different. If you have difficulty exporting, find out what version you have and do an online search to get instructions. Or you can select on help within Outlook to get instructions.

For Outlook 365

·         Select “File”

·         Select “Open & Export”

·         Select “import/Export”

·         Select “Export to a File”

·         Next

·         Choose “Comma Separated Values”

·         Select the folder to export from, be sure and find the Contacts Folder and select it.

·         Next

·         Browse to a location on your computer you want to save the file, name the file

·         Next

·         Finish

 

 

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Video(s) will be added soon.

 

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