Welcome to the Tern Help Center! If you're looking to import your core contact file into Tern, you're in the right place. This step-by-step guide will take you through the process to ensure a smooth and successful import of your contacts.
Step 1: Accessing the Import Feature
Navigate to Contacts: In the Tern interface, click on 'Contacts' in the top toolbar.
Select Import Option: Find and click on the 'Import Contact' option.
Step 2: Initiating the Import Process
Continue Importing Contacts: Click on 'Continue Importing Contacts'. The interface may vary over time, but the option to import the core or main file should be visible.
Upload Your File: You can either drag and drop the file from your desktop or click to explore and select your file.
Step 3: Confirming the Header Row
The first thing Tern needs to know is if your file had a first row that describes the data. This is also called a header row. A header row labels each column, like 'First Name', 'Middle Name', etc. Most files will have a header row and you can continue on. If your file does not make sure to note that.
Step 4: Mapping the Columns
Automatic Mapping: Tern attempts to automatically map columns. However, you should manually review each mapping for accuracy.
Preview Data: Click on the columns to preview data and ensure correct mapping.
Correcting Mismatches: If a column is incorrectly mapped (e.g., 'Import ID' in the 'Prefix' column), correct it by selecting the appropriate field.
Addressing Unmatched Columns: Leave unmatched columns if they're not relevant for the core file. These can be imported later if needed.
Step 5: Matching Additional Details
Special Fields: Pay attention to fields like 'Global Entry', which should be mapped to 'Known Traveler Number' or 'Passenger ID Number'.
Ignoring Irrelevant Fields: Fields not used in Tern (e.g., certain passport details) can be ignored.
Step 6: Finalizing the Import
Confirm and Continue: After ensuring all mappings are correct, confirm and continue.
Cleanup Process: Tern will guide you through any necessary cleanups. Address any mismatches or errors.
Editing and Deleting Rows: Use this step to edit, delete, or add rows as needed. You can also export the cleaned-up file from here.
Step 7: Completing the Import
Finish and Review Errors: Click on 'Finish' to complete the import. Review and fix any errors displayed on this page.
No Errors Confirmation: Ensure that the final status shows 'No Errors'.
Import Completion: Once you click 'Finish', Tern will import your contacts. The time taken depends on the size of your file.
Tips for a Successful Import
Check Column Mappings: Carefully review each column mapping to prevent data mismatches.
Handle Unmatched Columns Appropriately: Only match columns relevant to the core file. Future updates can address additional data.
Clean and Verify Data: Utilize the cleanup process to ensure data accuracy and completeness.
Conclusion
Importing your contact file into Tern is a crucial step in managing your customer relationships effectively. By following these detailed steps, you can ensure a smooth and error-free import process. If you encounter any issues or have further questions, don't hesitate to reach out to Tern's support team for assistance.