While clients represent the companies you work with, contacts are the actual people who make business happen. They're your day-to-day communication points, decision-makers, and relationship builders.
Before importing contacts, ensure you have:
- Clients already created in Uku (contacts must be linked to existing clients) 
- Your contact data in XLSX format 
Important: If you haven't added clients yet, import your clients first.
Step 1: Access the Import Feature
- Go to Clients in the main menu 
- Select your company account (if you have multiple) 
- Click the three-dot menu and select Import clients/contacts 
Step 2: Prepare Your Excel File
Use your own file; you can obtain a sample when downloading contacts from the client list.
Required Fields
- Company name - Must match exactly with existing client names in Uku 
- Company number - Used to link contacts to the correct client 
Recommended Fields
- First Name 
- Last Name 
- Email 
- Phone Number 
- Role 
Tips:
- Use XLSX file format 
- Ensure client names match exactly with those in Uku 
- Include company numbers for accurate matching 
- Each contact should have its own row in your Excel file 
Step 3: Upload and Map Columns
- Upload your file using "Upload file" button or drag-and-drop 
- Configure settings: - Toggle "First line is title" based on your file structure 
 
- Map your columns: - Critical mappings: - Client Name column 
- Company Number column 
 
- Green highlighted columns = automatically matched 
- Grey columns = require manual mapping 
 
- Verify the preview to ensure contacts will link to the correct clients 
Step 4: Review and Import
- Select contacts to import: - Use checkboxes to select specific contacts, or 
- Click "Select all" to import all contacts 
 
- Click "Confirm Import" to start the process 
- Wait for completion notification 
- Click "View contacts" to see your imported data 
Best Practices
- Start with a small test import (5 contacts) to verify your setup 
- Keep a backup of your original Excel file 
- Use consistent formatting for phone numbers and emails 
- Review all warnings before confirming the import 


