Importing Shoeboxed Contacts
Business cards are cool. They communicate our brands and convey important contact details on an efficient 2 by 3.5 inch card. But after that initial introduction and card exchange, what are we to do with all of these cards? Our partner, Shoeboxed, helps you transform your contact data from a slew of paper business cards to digital data. When connected to your WorkingPoint account, you can save tons of data entry time by importing your business card data directly from Shoeboxed into WorkingPoint, where you do business.
To import your digital business card data from Shoeboxed:
- Navigate to the Import Contacts page using one of the following methods:
- From the Manage Apps page, click Import Contacts
- From the main navigation bar, click Contacts, then click Import Contacts on right hand sidebar.
- From the drop-down menu under Option 3: Import from third-party services, select Shoeboxed as the import source.
- Click Submit.
When the import is completed, WorkingPoint will tell you how many contacts were imported and how many did not get imported. You will see a list of the first 10 contacts that did not get imported (with a link to see additional contacts). If WorkingPoint found duplicate contacts (contacts that are in your import, but already in your WorkingPoint Contacts List), you will see a list of those contacts as well.