Most import problems come from formatting. A few minutes cleaning your spreadsheet saves hours fixing records afterward.
File basics
- Save the file as .csv with only one sheet.
- Keep it under 30 MB.
- Use a header row. Name your columns to match field names, such as First Name, Last Name, Email and Phone.
- Remove blank rows and columns.
- Each row is one contact.
Required information
Every row needs at least one of these: first name, email or phone. To update existing contacts, include the value used for matching (Contact ID, email or phone).
Formatting by field
| Field | Use this format |
|---|---|
| Phone | +15551234567 is best. 555-123-4567 and (555) 123-4567 also work for US numbers. Add the country code for numbers outside your account's country. |
| name@example.com | |
| Dates | MM/DD/YYYY or YYYY-MM-DD. Pick one format and use it throughout. |
| Tags | Separate with commas, for example: Family Inquiry, Private Pay |
| Dropdown field | One value that exactly matches an existing option |
| Checkbox or multi-select | Separate values with commas or semicolons, never slashes |
| Contact Owner | The user's first and last name, or better, their email |
| Followers | Names separated by commas |
| Additional emails or phones | In their own column, separated by commas |
| Country | The full official name, such as United States, not USA |
| Time zone | The standard name, such as America/New_York or America/Chicago |
Tips
- Create custom fields in ASNSpark! CRM first, using the same names and field types as your columns.
- Values for dropdown and checkbox fields must match the options exactly, including spelling.
- Use the user's email in the Owner column if two team members share a name.
- Columns you do not map are ignored.
- A DND column turns off every channel for that contact. Use tags and a workflow if you only want to block one channel.
Have a question about your own account? Submit a ticket and our team will follow up.
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