How should my CSV be formatted?

CSV files are easy to create and easily exported from Microsoft Excel or Google Sheets. Other intelligent people have explained what CSV files are across the internet, so we’d recommend a quick Google search if you want to learn more about the file type.

The CSV Importer Pro extension can handle most formats of CSV files. It’s main prerequisites are:

  • .csv file extension
  • Comma-separated (goes without saying with CSV files)
  • Text fields wrapped by double quotes to avoid issues importing them

For example, a CSV with headers and multiple contacts would look something like this:

First Name,Last Name,Email,Status,Address 1,City,State,Postcode,Date Added
Jane,Doe,,lead,123 Main St,New York,NY,10001,2018-04-29
Jelly,Bean,,lead,,New York,NY,10001,2015-09-13

Each contact needs to start on its own line. There is no comma or semi-colon at the end of the line, and there should be no extra, empty lines between contacts.

If there isn’t contact data for a specific field, the empty field still needs to be included. If you look at the ‘Address 1’ field for Jelly Bean in the example, you’ll see the comma for that is still included even though the field is blank.

Dates should be in YYYY-MM-DD format, conforming to ISO 8601.

You can see an example of a CSV file format by downloading our empty sheet below, which has some example column headers already set up for you.

Updated on June 22, 2023

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