Importing people

To import people you need to create a UTF-8 format .csv file based on this template document. This article explains how to use the template.

Field Type Description
Title Select Use values such as Dr, Mr, Mrs etc.
First name Text Required
Last name Text Required
Email Email Has to be a valid email address
Phone Text
Location name Text Used for a building or location name
Address line 1 Text Required in order for other address fields to be imported
Address line 2 Text
City Text
Postcode Text
Country Select Must be two-letter country code from the list of ISO Country Codes  here.
Account Select Binary value, has to be either 'Yes' or 'No'. Use 'Yes' if you want to create a website user account for this contact so they can log in.
Communication type Select
Communication method Select
Gift aid Select Binary value, has to be either 'Yes' or 'No'
Groups Select
Organisations Select You can associate a person with a number of organisations. The organisations must already be imported or created separately
Note Text You can add one note per contact at the point of import
Membership name
Select
Membership next payment date Date Must be a date in the format: YYYY-MM-DD
Set the date when you need to next collect payment
Custom field Various You can import as many custom fields as you need. Add one column for each custom field. The column title must start with the prefix 'Field: ' followed by the name of the custom field. 
Learn more about configuring custom fields.

Importing to select type fields

All select fields must already be created in the system prior to import. Column headings must exactly match field names and cell values must exactly match select options as they appear in the system. Where multiple values can be added to one field, such as Contact consent, Groups or Custom checkbox fields, multiple values can be added to one cell separated by a pipe | character.

Including commas in your content

The import file is a .csv (comma separated values) which means that any comma present in the import file will be treated as a separator between values. We recommend not including any commas but if you have to you can enclose the content for that value in quotation marks to keep the commas. If you are saving as a .csv from Excel there is no need for quotation marks around cells containing commas because Excel will deal with this automatically when needed. 

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