What Format Does the Import File Need to Be In?
We require that the contact import file be in a CSV format.
How Do I Save My XLSX (Excel) File As a CSV?
- Within the Excel application, click File > Save As.
- A new screen appears.
- Next to File Format, click the dropdown menu and choose the CSV common format.
- Click Save.
What Are the Minimum Required Data Points That Are Needed in the CSV File?
Each contact must have the following in order to be successfully imported:
- First Name
- Last Name
- Email Address OR phone number OR full address
Can I Have The First And Last Name Columns Combined?
No. Please separate the first name and last name column on your file.
Can I Add Contacts to an Existing Group?
Yes, you can. The group that you are adding contacts to must be included on the import CSV file. You must have a Group or ContactGroup.name column to put a contact into a specific group.
How Do I Add Contacts to More Than One Group?
Enter multiple groups under the Group column and separate them with commas (no spaces).
- Ex: Realtor,Seller's Agent,Friend
Do I Need To Specify The Different Phone Numbers of a Contact With Separate Headers?
Yes. Phone numbers need to be in separate columns that are specified by a separate header.
- Ex: Cell Phone or Contact.phone_cell for the contact's cell phone number, Home Phone or Contact.phone_home for the contact's home number, and Office Number or Contact.phone_office for the contact's office number.
Why Do You Only Accept Contact Imports Directly From the Agent Account Holder?
In our ongoing effort to ensure data integrity, Total Expert requires contact imports for a co-marketing agent's account to be submitted by the account holder. The account holder can submit the import by emailing Support@TotalExpert.com or by using the Product Support chat widget in Total Expert.