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How to Import Contacts into Re-Leased

How to import contacts into Re-Leased — download the Excel template, fill in contact data, upload and validate the file, and choose how to handle existing contacts when fields overlap.

Updated over 2 weeks ago

You can import contacts into Re-Leased in bulk using the provided Excel template. This is useful for migrating data from another system or updating multiple contacts at once.


How to Import Contacts

  1. Navigate to Contacts and select Import Contacts.

  1. On the import screen, download the Excel Template and fill it with your contacts' data. An Example Template is also available for reference.

  2. Select your completed Excel file to upload.

Import Contacts screen in Re-Leased showing file upload area, template download button, and example template link

Validating Your Import File

After uploading, the system validates each row:

  • Green checkmark — valid information.

  • Red multiplication sign — an issue that needs correcting.

Resolve all errors before confirming the import.

Import Contacts validation screen in Re-Leased showing green checkmarks for valid entries and red symbols for errors


Handling Existing Contacts

If your import includes contacts already in Re-Leased, choose how to handle overlapping data:

  • Keep existing contact information when import fields are blank — blank fields in the import will not overwrite existing data. If a value is present in the import, it will update the existing record.

  • Overwrite all existing contact information — blank fields in the import will clear existing data unless a new value is provided.

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