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Contact Email Import

Bulk Import your custom contact types against multiple assets at a time by using our email integration.

  1. Ensure the Contact Type exists

  2. Ensure the Asset(s) exists

  3. Navigate to "Company Settings" > "Integrations" > "Email Import"
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  4. Choose "Contact" and click "Add"


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  5. Add Notes as an identifier for this import, Select Update, and copy the Recipient Email


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  6. Prepare the file by exporting from Assets and adding the [Contact Type] First Name, [Contact Type] Last Name, and [Contact Type] Email. Click "Save" and "Update".


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  7. Compose a new email, and paste the copied "Recipient Email" into the recipient field, then upload your prepared file, and click "Send"


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  8. Go back to SnapInspect and click on Logs. Ensure the log exists before proceeding.
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  9. Once you can see the log, continue to mapping. Select "Setup" > "Refresh Mapping" and map the correct fields. Ensure to map address field for units. Click "Save" > "Update"


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  10. Complete step 8 again to re-send the email, using the same "Recipient Email" and same File attached.


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  11. Confirm that the Log has updated


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  12. Verify the update by checking the Asset's Contact Type is populated.

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