Import Contact Data from a Remote Source

Are you a D4H customer looking to integrate your account with Connect Rocket? Get help here.

Once the option to import contact data has been enabled in your account, you will be unable to add, edit or delete contact or group data within Connect Rocket. All changes to contact data will need to be managed in the source data used for the import.

By default, contact and group data is managed in Connect Rocket Teams. If you wish to manage your contact data remotely and automate the import into Connect Rocket Teams, please contact us to request access to our remote import tool.

Once enabled, Connect Rocket provides four options to import contact data from a remote source.

1) Import of a public file over HTTPS.

2) Import a private file over HTTPS with Basic Authorization.

3) Import a private file over SFTP.

4) Import a private file from AWS S3.

Step 1

Navigate to 'Manage Account' via the profile menu.

Step 2

Select 'Import Contacts' from the page navigation.

Step 3

To begin, download the import template and populate it according to the example shown in Row 2 of the import file - this Row can be deleted once you add your organization's data. Do not make any other modifications to the import file. Once your spreadsheet is populated, save it as an .xlsx or .csv file in the target location.

Understanding the import spreadsheet

ID ID's are used in the import to assign a unique identifier to a contact. An ID can be any string of any length that you wish. Please note that the import indexes on the ID column so it is important to not change the ID for contacts that already exist in Connect Rocket - if the import has a new ID, the contact record will be added to Connect Rocket. If the import has an ID that already exists in Connect Rocket, we’ll look for and make any changes to the contact using the import as master. If an ID is not present in the import file but exists in Connect Rocket, the contact record will be removed from Connect Rocket. TL;DR: ID's must remain consistent.

Name The name of the contact, both first and last name.

Organization Name* The organization that the contact is affiliated with.

Title* The contact's title and/or accreditations.

Number The contact phone number, both area code and local dialling number (10-digits).

Number Type Number type guides how we interact with a given phone number. Identify the number as a mobile, landline or pager.

Number Description* An identifier to help distinguish one number from another e.g. work/home.

Email Address* If you wish to be able to send notifications via email, add an email address.

Notification Priority* This sets the order in which calls and text messages are sent. High priority contacts receive calls and notifications first. This setting does not impact push notifications.

Groups How you wish to segment contacts for the purpose of sending notifications. Separate group names using a comma.

* Optional cell

** Leave any cell with no value blank. Do not enter n/a, null etc.

Step 4

Once the import file has been saved to the target location, click the 'Edit' link in the Import Settings block.

Next, populate the appropriate fields based on your selected import option. Once done, click 'Save.'

How to populate Import Settings

Import a public file over HTTPS

  • Enter the file's URL

Import a private file over HTTPS with Basic Authentication
  • Enter the file's URL
  • Enter Http Auth Username and Password

Import a private file from AWS S3
  • Enter the S3 Object URL in to the URL field
  • Enter the S3 Region (ca-central-1, us-east-2)
  • Enter S3 Access and Secret Keys

Import a private file over SFTP

  • Enter the file's URL
  • Enter Username and Password
  • Enter the SFTP port if it is different than the default 22

* Leave any fields which are not related to your selected import option blank.

Step 5

Once your import settings have been saved, click the 'Edit' link in the Import Schedule block.

Next, choose the frequency with which you would like Connect Rocket to import your data from the target location. You can choose one or multiple days each week and a time. Once you've made your selections, click 'Update.'


Errors: If your import generates any errors, you'll receive an email indicating the name of the contact and the nature of the error. Once the error is remedied, you can import the file again.