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1. Accessing Import Contacts

  1. Log in to HEM-SP as a staff administrator.
  2. Click Contacts
  3. Click Applicants or Students
  4. Click on Actions
  5. Select Import Contacts
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2. Preparing the Import File (Recommended)

Prepare the import file before uploading to minimize errors and duplicates.

  1. Use one row per contact and one column per field (for example, First Name, Last Name, Email, Phone).
  2. Ensure email addresses are valid and consistent (email is commonly the primary identifier).
  3. Use consistent formats for phone numbers and dates.
  4. Remove duplicate rows before uploading.
  5. Include any institutional columns required by your configuration (for example, source, status, intake, assigned staff).

3. Uploading the File

Upload the contact file to begin the import process.

  1. In Import Contacts, click Browse (or Choose File) to select the import file.
  2. Confirm the file is selected correctly.
  3. Click Upload to proceed.
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2. Mapping Columns to Contact Fields

Mapping ensures each column in your file is applied to the correct field in HEM-SP.

  1. Review the list of columns detected from the uploaded file.
  2. For each column, select the corresponding HEM-SP contact field.
  3. Once you complete Confirming all the fields are mapped.
  4. Click on the import button

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