CSV Files have been well explained elsewhere on the internet. They’re very easy to create, and are easily exported from Microsoft Excel or Google Sheets.
The CSV Importer extension will deal with 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.
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,email@example.com,lead,123 Main St,New York,NY,10001,2018-04-29 Jelly,Bean,firstname.lastname@example.org,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 (like the ‘Address 1’ field for Jelly Bean above).
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.