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This user guide is outdated. It is superseded by our new individual service guides. Please view the Getting started with guide for a list of all the service guides:

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Currently there is not a way for you to import contacts yourself, however, we can import contacts for you, if you provide the data in a CSV file using the format we need to import.

We've created a very simple Excel spreadsheet that might help you with your contacts data file format.  It's meant to be a help if you need to do a one-time quick import of your contacts.  Download the sample data file here.

A few notes so that you can format the contacts data file correctly for import:

  • First and last name must be separate columns
  • Zip/postal code and Plus4 must be separate columns
  • The state column should use only the 2 letter state abbreviation
  • Work number and extension must be separate columns
  • Street, city, state must be separate columns
  • Email address fields should be only one address
  • Contacts have one general comment field, so any additional information can be combined into that column
  • Active, Caretaker Public and Send Mail are required Yes/No fields
  • Class is a required field (possible values included in Sample Data File)

Columns that we can import (see the full list in the attached sample file):

  • Firstname, Lastname
  • Street, City, State, Zip/Postal Code, Plus4
  • Email Address
  • Alternate Email Address
  • Home, Cell and Work phones
  • Comment - combine all other information into one column
  • Groups (Volunteer, Adopter, Donor, etc) – see Contact Groups list

For assistance with importing your contacts, please contact support.

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