Home Help Centre Cast and Crew Importing Contacts

Importing And Copying Contacts

Use Import Contacts for CSV records and Copy Contacts to reuse people from a production you can access.

Import A CSV

  1. Open Contacts → Import Contacts.
  2. Choose the file under Upload CSV.
  3. Select Upload & Map Data.
  4. Under Map your CSV columns to our fields, choose Your Column for each System Field you want to import.
  5. Leave -- Ignore this field -- for fields you do not want mapped.
  6. Select Process Import.
  7. Review the imported contact records and correct incomplete information.

The upload accepts CSV/text files up to 2 MB. Use clear column headings so mapping is easy.

Copy From Another Production

  1. Open Contacts → Copy Contacts.
  2. Select the source production from the offered list.
  3. Choose the contacts to copy.
  4. Set Import Preferences: Contact Information, On Boarding and/or Health And Safety as needed.
  5. Select Import Selected Contacts.
  6. Review the imported and skipped totals.

Imported contacts are identified as Imported in the list. Review the copied information before assigning the person to a character or crew role.

Troubleshooting

You must select at least one contact to copy. For CSV files, check field mapping rather than assuming column order matches CinePlatform's fields. Importing contacts does not automatically assign them to crew roles or cast characters.