If you have a list of companies and contacts in Outlook or another system, MMV can import them to save you time compared with manual entry.
Service Fee
$566.00Covers the first 2 hours of work
If the import file requires edits or adjustments prior to import, additional time will be billed at $283.00 per hour.
Download the templates
Download templates (ZIP)
Fill in BOTH files (Companies + Contacts). See the section below for why both are needed.
Why the Contacts import needs two files
Manage My Vessel's contacts model uses two related record types. To import contacts correctly, we need BOTH files:
- Companies — the parent organization record: name, address, phone, categories (vendor, agent, supplier, etc.), and any rating/notes. Each company appears once.
- Contacts — the individual people who work at each company: first name, last name, job title, phone, and email. Each person is linked to a company by matching the Company Name column exactly.
Important: The Company Name in the Contacts file must match a Company Name in the Companies file exactly (case, punctuation, spacing) — otherwise the person will not be linked to their company. Fill out the Companies file first, then use those exact names in the Contacts file.
You can submit both files together in a single support ticket. MMV will validate the data before import and let you know if any Company Names don't match.
How it works
- Provide MMV with a CSV file in the exact format specified.
- The service covers verifying the file is correctly formatted and performing the import, provided the file is clean and ready for upload.
- If the file needs edits before import, additional hours are billed at $283/hour.