Sansan

Overwriting existing data when importing

Contact import is a function for creating new contacts, rather than overwriting. Through Sansan’s ability to recognize similar contacts, however, you can merge duplicates to create a newer contact. This page covers this topic along with points to keep in mind when creating a CSV file used for import. Be sure to carefully review it before importing contacts. See here for how to import contacts.

 

Possible ways to use this function

  • A contact tells you they have a new mailing address and you want to overwrite it by importing.
  • You batch download contact data from Sansan, then correct the tag and notes info in the CSV file and want to import it.

 

Recognition as the same contact

Contact import is a function for creating new contacts, rather than overwriting. After importing, if an existing and imported card are judged to be the same person with the same company, the contacts can be merged into one.

  • More information in the CSV file, such as name, email, address, company, and website, will help Sansan to recognize the same person and company.
  • With only a small amount of information, it is harder for Sansan to recognize contacts as the same and merge them.
  • The imported contact must be from the person’s latest card. Enter a more recent exchange date in the CSV file than the existing one.

 

See here for details on merging duplicates.

 

Business card images

Card images cannot be imported. The imported contact will be marked as "No Image Saved". After merging, the old contact with the image becomes a previous card and the card image will not be displayed.

 

Redoing an import

After importing, a contact cannot be restored to its pre-import state. You can delete the imported contact, but the old contact identified will also be deleted. You’ll need to unmerge the duplicates before deleting occurs. See here for how to separate duplicates.

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