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Prepare csv import files that will create new Contact Profiles

Prepare csv import files that will create new Contact Profiles

This guidance outlines how to prepare a CSV file that will create a new Contact Profile, i.e. using the image example below, it will create a Contact Profile page for Abigail Holmes and specifically populate the red box.

 

CSV file formatting requirements

  • Remove any paragraph breaks from the cells in the spreadsheet

  • Remove all empty columns from the spreadsheet. (It is fine for a column to have a header - i.e. title but to not have any information below that; but there cannot be any columns that are completely empty)

  • Remove all empty rows from the spreadsheet

  • Check that the spreadsheet contains no more than 800 rows - if it does, create multiple spreadsheets as they will be imported separately

Instructions for preparing CSV files to import Contacts

If you are importing contacts into the organisation:

  • supply a spreadsheet with a list of the contacts

  • Contacts are imported in batches of 800 at a time so if you have more than 800 contacts, create multiple spreadsheets, with each one holding no more than 800 rows

If you are importing contacts into individual projects:

  • Supply a set of spreadsheets; one for each project however note that if any contacts appear in multiple projects, duplicate contacts will be created for them which you will need to merge once they are imported.

  • Each spreadsheet should contain a list of the contacts.

  • Contacts are imported in batches of 800 at a time so if you have more than 800 contacts, create multiple spreadsheets, with each one holding no more than 800 rows. 

Sample files

Here are the download links to the sample csv files:

Next steps

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