User Guide

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  • 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):

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