Import contacts from Excel

Access Excel Contact template

The contact template it’s based on the fields you can register when creating a new contact in ITGallery. Here’s a breakdown of all the fields:

Treatment: How to address the person (For example: Sir/Madame).
Name: As expected, the contact’s first name.
Surname: Contact’s last name.
Complete name: Not necessary if you fill out both the name and surname columns.
Contact type: The type of contact (For example: Press, VIP, Client). You can add more than one category by separating them with commas. Please check the available categories when creating a new contact or refer to this article: Creating or Editing a Contact
Responsible: In case someone from the gallery team is responsible for communicating with the contact being created
Tags: Same as in artworks, it’s an open field for internal contact categorization. You can add multiple tags, separated by commas.
Language: The contact’s preferred communication language. This is used for segmenting newsletters or personalizing communications.
Tlf 1/ Tlf 2: Phone numbers for contact. When entering a phone number please include the international dialing code preceded by the "+" sign.
Email 1: The primary email for contact and the default for sending newsletters.
Email 2: A secondary contact email.
Saved for email: Indicate whether the contact agreed to email communications. Fill this with “Yes” or “No.”
Interest: If they have an interest in a particular artist. You can list multiple artists separated by commas.
Source: A shorter version of details, helpful for filtering contacts later. You can use general terms like "fair" or "exhibition," or create a more detailed code like "ARCO2024" and exhibition titles. It
Company: The company the person works for (e.g., Tate Museum).
Position: Their role (e.g., Exhibition Coordinator).
Details: Internal notes, for example, how you met the contact or specific things to remember when treating them.
Personal / Bussiness / Shipping Billing address: Breaking down into these categories allows you to choose later among the three fields when creating an invoice or a delivery note.
Web: Their website (e.g., company, artist, etc.).
City and country: Where they live. This can be useful if, for example, you attend an art fair and want to reach out to local contacts.
Birth country: Mostly used for artists.
Passed away: Indicates if the contact is deceased. Fill this with “Yes” or “No.”
Bank data: Banking details for invoicing purposes.
Social media (Facebook/Twitter/Instagram): Links to their social media profiles.
Saved for postal mail: Fill this with “Yes” or “No.”