While importing contacts will be most common while you’re getting your account initially setup, it may also be used as a means to keep your account updated over time as well. The most commonly used form is importing contacts from a file.


File Import

  • If you have contacts in a spreadsheet, they can easily be imported into your account. Files must be converted to CSV (comma separated values) format prior to import. There’s no limit on the number of files you can import, so there’s no need to condense multiple spreadsheets into a single file prior to importing. (Learn more here)

Important Fields

  • Column A - First Name
  • Column B - Last Name
  • Column K - Email Address
  • Column M - Home # - Main Number
  • Column O - Cell # - Alt Number
  • Column T - Street Address
  • Column U - Alt Street Address
  • Column V - City
  • Column W - State
  • Column X - Zip Code
  • Column AE - Quick Notes - 
  • Column AG - Origin / Referer - Designated Groups