To import contact persons to perfect view, you have to have a list of the contact persons you would like to import.
The data type of the list should be CSV.
There are 4 steps for uploading contact persons in PV. The 1. and 2. step you can skip. In the 3. step, you select all the columns you want to have in your upload. In the beginning, there will be an exclamation mark.
Before the import makes sure to create a unique code, the relation code for each contact person.
In the file, you want to upload should be also the relation code of the organisations they work for, so PV can later relate to the company.
You select the name of your column and one of the prescribed categories in PV. You have to link one of the columns with PV (the best column to take is the relation code).
The link you create has to be unique, for example, if you would choose the surname it could be that two people have the same surname and PV would not upload the person because it thinks that the person exists twice, so PV can differentiate between all contact persons.
On the right you see the prescribed categories of Perfect View, on the left you can see the columns of the original sheet.
In the 4. step you have to create the link to the organisations. Therefore you link it with the relation code of the organisations the people work for.
After all the steps you can start the upload.