Overview 

The Data Import Tool will assist you in importing both company and individual contacts into your DASH software using an excel spreadsheet template. The key to an easy, successful import of contacts will be properly filling out the template.

This manual provides you with step-by-step instructions to import your company contacts and individual contacts - Data Import Tool Manual

Accessing the DIT tool

The Data Import Tool can be found in the Administration menu of your DASH environment. To get to
 the tool, follow these steps:

1. Hover over the Administration tab in the blue ribbon across the top of the page.
2. Click Company Settings.
3. Click Data Import Tool.

Downloading Templates

Now, while you can import an excel spreadsheet into your DASH software for the import, it cannot be just any excel spreadsheet – it must be formatted a certain way. So, the first thing that you will want to do upon arriving at the Data Import Tool screen will be to download the appropriate template.

To download the Company Contact template:

1. In the Company Contact row, click Download Template.
2. If you are prompted to Open or Save the download, choose Save.
3. Locate the saved template on your computer and open it.
4. Fill out the template. Here is a video with more instructions on completing the template - DTE Video Guide

To download the Individual Contacts template:

1. In the Company Contact row, click Download Template.
2. If you are prompted to Open or Save the download, choose Save.
3. Locate the saved template on your computer and open it.
4. Fill out the template. Here is a video with more instructions on completing the template - DTE Video Guide

Errors

Sometimes errors can occur when importing your spreadsheet if there are any steps overlooked in the setup process. Please see this page for more assistance with your error - Data Import Tool error

Questions? Contact Us!