Importing Contact Data Into Tern
Information on how to import data into Tern using our new contact importer
By David and 1 other2 authors10 articles
- Using Tern's contact import toolThis article walks you through the process of importing your contacts into Tern.
- How Tern looks up contacts during an importUnderstand how Tern
- Using an import identifier to keep track of your contacts
- The stages of importing contacts into TernThis article helps you understand the first file you'll import into Tern and how you'll sequence adding information like loyalty programs.
- How to create an Import ID for your contact importThis will walk you through the process of creating an import ID to include with your Tern files.
- What fields are supported in the core importThis article outlines the fields that are supported by the core contact import.
- Importing Your Contacts with the Core ImportGo through the process of importing your contacts using the core import tool after you've cleaned up the file and added an import ID
- How to import relationships in TernYou can import relationships with a simple three column spreadsheet: import ID, import ID of related contact, and relationship.
- Import Historical Trips to ContactsLearn how to import historical trips to save them as a record on your contacts
- Importing Notes to Contacts