> For the complete documentation index, see [llms.txt](https://docs.agilecase.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.agilecase.com/administrator-documentation/user-administration-settings/importing-contact-data-to-agilecase.md).

# Importing Contact Data to AgileCase

This lesson will cover importing your contact data into AgileCase using our template upload feature.

### Why import data?

<figure><img src="/files/kSXjEsh06OUtyQpBBwRq" alt=""><figcaption></figcaption></figure>

The data import feature allows you to quickly migrate a large volume of data to AgileCase.

Many of our users will be migrating from other systems and will already have an established base of clients and contacts.

Importing your data provides you with an easy-to-use spreadsheet that can be quickly filled out then uploaded to AgileCase. At which point the data will be merged into your "Contacts" section, creating a large volume of contacts in very little time.

{% stepper %}
{% step %}

### Go to the "Data Import" page

<figure><img src="/files/OBmejBVsbUnmFDIFDAh5" alt="" width="187"><figcaption></figcaption></figure>

To access the data import feature, click "Data Import" under "User Admin" on the settings menu.
{% endstep %}

{% step %}

### Download the template

<figure><img src="/files/O4uvVgXNm8tdF2lEHwRH" alt="" width="342"><figcaption></figcaption></figure>

To import your data, you must download the template spreadsheet. To do this, click the "Download Template" button.
{% endstep %}

{% step %}

### Download the file

<figure><img src="/files/NsppaTihFFJscf902h1l" alt="" width="210"><figcaption></figcaption></figure>

Download the file as prompted, then open the spreadsheet.
{% endstep %}

{% step %}

### Enable editing

<figure><img src="/files/aupLL94LTXbBBYRqk9gU" alt=""><figcaption></figcaption></figure>

Before you can enter data in the spreadsheet, you may need to enable editing. To do this, click the "Enable Editing" button on the prompt.
{% endstep %}

{% step %}

### Enter your data

<figure><img src="/files/o3AEZSugRwdHLwUB3JHf" alt="" width="340"><figcaption></figcaption></figure>

Once the spreadsheet is open, fill in the fields with the relevant data. The first field deals with contact types and uses a simple binary: 0 to represent a person and 1 to represent a company.

<figure><img src="/files/oxpkL39n9lQ5ZqgbK6v7" alt=""><figcaption></figcaption></figure>

You can then continue to fill out contact details.

The client code is a unique identifier for your contact that will be automatically generated by AgileCase if left blank.

You do not need to fill out every field in order for the template to work.
{% endstep %}

{% step %}

### Add the document

<figure><img src="/files/cwGxFnUrX2S5KHy1B9wU" alt="" width="342"><figcaption></figcaption></figure>

Once you have finished filling in the template, click "Add document" on the data import page to select a document for upload.
{% endstep %}

{% step %}

### Select the template

<figure><img src="/files/JfTflLAWiI6e6DRpL1RB" alt="" width="110"><figcaption></figcaption></figure>

Select the filled-out template.
{% endstep %}

{% step %}

### Open the document

<figure><img src="/files/kUU61SrTUqCLzsBWFWWP" alt=""><figcaption></figcaption></figure>

Click "Open" to confirm your selection.
{% endstep %}

{% step %}

### Upload the document

<figure><img src="/files/Rxab8WeEdoExXsttXiuh" alt=""><figcaption></figcaption></figure>

Once you have selected the template, click "Upload" to begin uploading your contacts to AgileCase.
{% endstep %}

{% step %}

### Upload complete

<figure><img src="/files/lW9dFBtsewFHet0wRRYn" alt=""><figcaption></figcaption></figure>

If the upload is successful, you will receive a message informing you that it is complete. If you have any problems uploading templates to the system, please contact us on <support@agilecase.com>.
{% endstep %}

{% step %}

### Your contacts are now uploaded

<figure><img src="/files/9mQpNn3pdsLf1NONRjz9" alt=""><figcaption></figcaption></figure>

After a successful upload, your contacts will now be integrated into your AgileCase system under the "Contacts" tab.
{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.agilecase.com/administrator-documentation/user-administration-settings/importing-contact-data-to-agilecase.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.