Importing profiles
How do I import profile pictures for users in my database?
Profile pictures can come across with everyone else during a mass import. The column is Profile Image, and what goes in it is not a file, it is a direct URL to an image that is already online. That design is deliberate. The feature exists for ...
Should I segment profile lists before mass importing them into my database?
Usually yes. Everything you assign during an import is applied to the whole file, so a spreadsheet should hold the people who all get the same treatment. If half your list belongs to one opportunity and half to another, or one group needs a sequence ...
How do I upload my spreadsheet into my database?
This page has moved. Uploading a spreadsheet into your database is now covered in one place, with screenshots of each step. Read this instead: How do I mass import a contact list into my database via a spreadsheet? Two related articles, depending on ...
How should I format my fields to successfully upload them to my database?
You can use the format below for each type of field to ensure a successful import. There is a template attached to this article. You may fill out the template directly or use it as a reference to help you fill out your own Excel file. Custom fields ...
How do I use a Custom ID field to find and match profiles during the import process?
By default Vome matches imported rows to existing profiles on the email address. If your organization already has its own identifier for people, you can match on that instead. This needs the Enterprise or Ultimate plan, because it depends on creating ...
How do I mass import a contact list into my database via a spreadsheet?
This is the illustrated walkthrough of a mass import, screen by screen. For the full reference, including what every column does and how duplicate profiles are handled, see How do I mass import profiles into my database? Prepare the file first. ...
How do I properly use conditional formatting during the import process?
The import template catches badly formatted values before you upload anything. Paste into it the wrong way and you switch that off without noticing. 1. What the template checks Conditional formatting is a spreadsheet feature that colours a cell when ...
How do I prepare my spreadsheet to import into my database?
Most import problems are decided before you upload anything. This page covers what the file should look like. For the upload itself, see How do I mass import a contact list into my database via a spreadsheet? Decide what this file is for before you ...