When importing the data, the contacts received the language "German", even though I had entered French, for example. Why?
When importing data, make sure that you specify the ISO abbreviations for the languages, federal states and countries. You can find corresponding lists in the “Data import” area under “Options”
When importing data, the entered keywords are not adopted. Why is that?
Once you have uploaded the file, you will see a comparison between the Excel list and database fields. For the keywords, the corresponding keyword must be entered manually in the database column so that this keyword can be created in the database and the content can be assigned.
Templates have already been built and data imported, but the demo data is still available. Can you remove these without completely emptying the database and having to do everything again?
Please contact support here. There are ways to specifically search for the demo data and only delete it.
I work more efficiently if I maintain the data in Excel - is there a way to transfer the updated data to "My data" in myconvento without creating duplicates?
Yes, there is. Activate the “Check for person duplicates” field and also set “Import duplicates overwrites existing data record (only possible for roles/people)” to
“Yes”. Now your re-import will overwrite the records that already exist in the database. Attention: Delete empty fields in your import file/overwrite correspondingly filled
fields in "My data".
I have uploaded an import file, but the keywords it contains are not created and the contents are not adopted.
When comparing your Excel list and the myconvento database, the relevant keyword must be selected in the drop-down menu on the left and the same column name must be created as a database field on the right
side. This allows the keyword to be assigned correctly.
I can add keyword content from the drop-down menu, but I cannot remove it again. Why?
The user right “Edit keywords freely” is required to remove keyword content. Have this right granted to you or contact someone who has this right.
I would like to import contacts via data import for which I only have an email address.
This is not recommended. Instead, create a smart list. All you need here is the email address and the language code de to be able to send in German.
Is it possible to upload an Excel list with email addresses to myconvento for one-off dispatchs?
Yes, you can use the “smart lists” under “My data” for this.
Using the blue button ("Create new smart list") you can upload a CSV file, which you can then select during dispatch.
First download our example file under "Smart lists" - "More actions" and follow the diagram to import the smart list without errors.
Can I create several distribution lists when importing?
In the import Excel table you can create several in the "Distribution list" column Deposit distribution list.
Enter the names of the distribution lists and separate them with a semicolon (e. g. politics; agriculture).
How do I import my data?
You can download our two import example files in the "My data" area under "Data import".
One of them is already filled with example data (Excel template (full)) and shows you how to correctly use the empty import file you can fill it with your data.
Our support will be happy to inform you about the correct procedure.
When importing data, how can I avoid importing contacts that already exist in the database?
When importing data, activate the "Check for person duplicates" field to "Yes". This uses first name, last name and email 1 to check whether the contact already exists in the database; If this is the case, this list entry will be ignored during import.
How can I create a smart list?
Smart lists can be created in the "My data" area under the "Smart lists" item using the blue button.
You can download the example file via "More actions".
How can I create a freelancer during a data import?
When creating a freelancer with our import template, you should only make sure that you do not fill out the "Medium 1" column.
How can you delete the data of an import?
You delete the data of an import by clicking in the module "Contacts" select the "Data import" area and use "Show last import" to display the most recently carried out imports.
Select one with a click and mark all people in the hit list. Then you delete via "Options" - "Delete".
How can imported contacts be added to distribution groups?
If you click on "Add roles" (bottom green plus) in the detailed view of your distribution list, a dialog window opens in which you can choose "Type of search" => "Data imports" => "All"
you can select your data import and add it to your distribution list with the green plus ("Adopt all roles directly without prior display").
If you only want to add selected contacts from the import, have them displayed and mark the roles with a tick that you would then like to add to your
distribution list with "Add roles".
How can you easily scan business cards into myconvento?
To To ensure seamless scanning of contacts via the app, we work with the German company SnappAddy.
We would be happy to activate this function for you. Please contact our customer service at kundenbetreuung@convento. de
How can you save a data import as a distribution list?
You can find your data imports in the "My data" module under "Contacts" - "Data import".
Create a new distribution list from it by creating a distribution list and entering it with the lower green plus In the distribution mask ("Add roles") select "Data imports" under "Type of search".
Select the import you need and add all the data records from it to your distribution list by clicking on the green plus ("Adopt all roles directly without prior display"). You can then use this for mailings.
How many data records can I import into "My data" at the same time?
There should not be more than 2,000 to 2,500 data records per import file, otherwise the browser could cause a timeout. If you have a large import list, it is recommended to make a cut between two media after approx. 2000 lines. This prevents company duplicates from being created.
Where can I find the Excel template for data import?
You can find the Excel template in the “My data” module under “Data Import”.
Under the "Download example files" button you can choose between a pre-filled (example) and an empty Excel file.
