Importing your List into your Relevant Tools Database
You can easily import contact lists into a Relevant Tools database. When you collect the contact data in a spreadsheet, the spreadsheet should be setup with columns such as first name, last name, company, email and so on. Each row of the spreadsheet should contain all of the information for one contact.
The next step is to save the spreadsheet as either a tab-delimited text (.txt) file or a comma separated values (.csv) file on your local computer.
Once the spreadsheet has been saved in the one of the above mentioned formats, log into your Relevant Tools account and click on the blue "DATABASES", at the top of the screen. Next, make sure the database you would like to import the data into is selected, as the current database, in the "Database Selection" section, shown below. Once the database is selected with the pulldown menu, be sure to click on the blue "SELECT DATABASE" button.
Next, click on the "import" link, at the top of the screen, shown below.
At this point, you have the option of naming the group of records you're importing; however, this is not required. To name a group of records place the name into the text box labeled "Give this group of imported records a name"; for example, "Initial Import", shown below. Giving your group of records a name has its advantages; for example, it will help you identify them in case you want to delete them before importing them again or take another action. When the records are imported the "Source" system field will be updated to contain the group name. Note: Please see the tutorial on Custom Views for your Relevant Tools Database for a short discussion on system fields.
Next, locate the file that was prepared, above, by clicking on the "Choose File" button, shown below. When you click on the Choose File button a dialog box will appear that will allow you to navigate to the file on your computer. So, be sure to save your file in a place where it's easy to find. Select your file and move on to the next step.
Select the file type you prepared, either the "Tab-delimited" text file or the "CSV (comma-separated)" file, by clicking on the appropriate radio button.
Next, for each column in your spreadsheet match it to the field name for the information in that column. Please be aware the columns and the drop down box to the right, in the image below, refer to your import file⁄spreadsheet and not the database in Relevant Tools. The Relevant Tools database engine takes care of loading all of the data into the approriate database fields for you.
Finally, click the blue "Import List" button at the bottom of the screen. You will see the confirmation page letting you how many records were imported, as shown in the image below.
To display your database, click on the link in the confirmation screen above, to see your imported contact list shown below.
When you display your database you may see a record containing the header information from your spreadsheet, shown below. This is often a useful way to check to make sure you selected the right fields for each column; this record can be deleted. To delete this record, simply click on the little "d" in the far left–hand column.
Now your database is ready for action. You can click on the column headers to sort the data by that column.