tres-import-contacts

To bulk import contacts into TRES Finance, provide a CSV or XLSX file containing address-to-name mappings. The tool processes the file, automatically assigns tags, and adds the validated contacts to your address book.

Yes, you can import contacts from an XLSX file into your finance management address book. The tool directly processes both CSV and XLSX formats to read address-to-name mappings and populate your contacts.

Yes, the contacts import process handles deduplication by identifying and managing duplicate addresses. It also validates the format of your contact information before successfully adding it to the address book.

Yes, you need Python installed for local file processing and access to the TRES Finance MCP server. These two requirements are necessary to read your CSV/XLSX files and execute the bulk contacts import.

Tags are assigned automatically during the contacts import based on predefined fields in your spreadsheet. The system reads these specific columns from your CSV or XLSX file and maps them directly to contact tags.

The best way to avoid manual data entry is using a bulk import file with address-to-name mappings. Supplying a CSV or XLSX file allows you to add or update multiple contacts efficiently while automatically managing duplicates.