Contacts & Projects

Exporting Contacts

GuildQualityContacts & Projects

You can export all Surveys and Contacts by selecting the Export button from either the Surveys or Contacts screens. The Contacts export contains full contact and project information, and the Surveys export contains all survey responses.

Handling duplicate contacts when importing

GuildQualityContacts & Projects

We automatically handle duplicate imported contact data using the following logic: A customer record is reused and updated if the name and (phone OR email) matches. A project record is reused and updated if the customer matched and the following project data matches: what we refer to as the external_id OR the address (street address