This article walks how you can import contacts to assign the right person to them as an "owner", and auto-share them with your agency.

If you haven't imported contacts before, we suggest starting with Using Tern's Contact Import Tool.

1. If you have existing contacts, make sure these are already shared with your agency. Otherwise you could end up creating duplicates. To be safe, use the menu option in Contacts and select "Share all contacts with agency".

2. Make sure every agent you need to assign to a contact has an active Tern membership under your agency.

3. Know that we treat import ID at the agency level as a unique ID.

And don't worry! We have secondary matching logic to match on email, last name, and first name OR preferred first name, so import ID is not required to prevent duplicates. Learn more in our articles on using Tern's Contact Import Tool.

First, go to "Contacts", click the menu option, and select "Import Contacts"

If you are an agency owner or administrator, you'll see an initial step to "Choose import destination". Your default agency will be auto-selected.

To get started, select Import Basic Details

From here, you'll be prompted to enter data manually or upload a CSV. The main difference from a regular contact import is that you'll be required to add a "Contact Owner Email Address" in order to upload. If you should be the primary owner, add your own email.

Contacts will be imported:

You can proceed with importing any loyalty programs, relationships, and past trips as you would normally.