Preparing Your CSV File
Custom fields work with bulk contact uploads. Your CSV must include:
Required Columns
- Name (required)
- Mobile (required)
Standard Optional Columns
- Email, Birthday, Tags, Title, Business Name, Address fields
Custom Field Columns
- Column headers must exactly match your custom field names
- Example: If your field is called “customer_type”, the CSV header must be “customer_type”
Download Sample CSV Template
- Go to People → Upload Bulk Contact
- Click “Download sample file (includes your custom fields)”
- This creates a CSV template with all your current custom fields
CSV Formatting by Field Type
| Field Type | Format | Example |
|---|---|---|
| Text | Any text | “Prefers morning appointments” |
| Number | Numbers only | 25000 or 25.5 |
| Date | YYYY-MM-DD | 2024-01-15 |
| URL | Full web address | https://example.com |
| Checkbox | yes/no/true/false/1/0 | yes |
| Single Select | Exact option label | Residential |
| Multi-Select | Comma-separated | “HVAC,Plumbing,Electrical” |
Upload Process
- Prepare your CSV file with proper formatting
- Go to People → Upload Bulk Contact
- Select your CSV file
- Click “Upload”
- The system processes all custom field data automatically
Automatic Option Creation
- If you enter dropdown values that don’t exist, they’ll be created automatically
- New options become available for future use
- This makes importing from other systems easier