Import contact and property data

Summary

Learn how to upload and manage your contact and property data in Box+Dice using supported import tools, including CSV and VCard.

This article covers:

• Overview
• Import contacts and properties  
• Import additional information for existing contacts  
• Understand post‑import settings and troubleshooting

Overview

Box+Dice allows you to import your own contact and property data into the web application using either a CSV spreadsheet or VCard file. Imports are completed directly from the Contact Search screen, giving you full control over the process.

Import contacts and properties

To import your data into Box+Dice:

• Go to: Contacts
• Click the More button
• Click Import

• Select if the file type is a CSV file or a vCard

• Select whether your CSV file includes column headers
• Tick Skip existing contacts to prevent duplicate records
• Tick Allow contact duplication if duplicates are required
• Select a Default Consultant

• Upload your CSV file and match your CSV column headings

• Click Continue   
• To view a preview of a contact's import (without actually importing it) click on the eye icon next to the name
• If the data looks correct,click thee Import icon next to the eye to import a single contact

You can then check the imported contact to ensure the correct information has been recorded as required.

If the data looks correct: 

• Leave Stop after one page ticked to import in batches, or
• Untick it to import all remaining contacts

Import additional information for existing contacts

When re‑importing the same file to add more data (such as categories):

Ensure all contacts are uniquely identifiable using: 

• First Name
• Last Name
• Email or Mobile number
• Do NOT tick Skip existing contacts

This option prevents updates from being applied.

Understand post‑import settings and troubleshooting

About marketing email and SMS permissions

If marketing permissions are not specified in your CSV file, all imported contacts will have marketing permissions enabled by default.

To disable marketing permissions:

• Populate the appropriate marketing permission field in your CSV file

Manage contact addresses correctly

Contacts can have addresses recorded as:

• Residential
• Postal
• Owner (for landlord contacts)

To ensure addresses are mapped correctly:

• Include separate columns for each address type
• Enter Y (Yes) or N (No) values in the relevant columns

What to do if you receive an error message

If you see a message indicating that some entries failed, this does not mean the entire impor

t failed.

For example:

• A contact record may already exist (and was skipped)
• But additional data (such as categories or notes) may have been added successfully

In this case, the import is considered partially successful, and no further action may be required.

If you prefer a walkthrough for importing contacts and property data, you can access the training video guide about Contact Importer.