Contacts Importer

Contacts.csv Example
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z AA AB AC AD AE AF AG AH AI
1 J-ID Created Date Is Company? Display Name Company Name Title First Name Last Name Main Phone #s E-mails Tags Billing Street 1 Billing Street 2 Billing City Billing State Billing Country Billing ZIP code CFT[Referred By] Work Phone #s Mobile Phone #s Home Phone #s Fax Phone #s Other Phone #s Service Street 1 Service Street 2 Service City Service State Service Country Service ZIP code Text Message Enabled Phone # Receives automatic visit reminders? Receives automatic job follow-ups? Receives automatic quote follow-ups? Receives automatic invoice follow-ups? Archived
2 87654321_87654321 10/12/2021 FALSE John Smith John Smith +1 (905) 260-9506 joe@joemail.com, accounts@joemail.ca 123 Wonderland Road London ON Canada N6G 1A3 102 Main Road London Ontario Canada N6G 1A3 +1 (905) 260-5866 TRUE TRUE TRUE TRUE FALSE
3 12345678_12345678 10/14/2021 TRUE Main Electric Main Electric Phil Kessel +1 (905) 260-2934 phil@electric.com, jill@electric.com, other@gmail.com 203 Chesham Avenue Hamilton ON Canada L0S 7J9 30 Grover Street Virgil Hamilton Ontario Canada L0S 1J3 +1 (905) 260-5866 TRUE TRUE TRUE TRUE FALSE
4 12345678_12345678 10/14/2021 TRUE Main Electric Main Electric Phil Kessel +1 (905) 260-2934 phil@electric.com, jill@electric.com, other@gmail.com 203 Chesham Avenue Hamilton ON Canada L0S 7M9 234 Sarnia Road St. Catharines Ontario Canada L0S 3K5 +1 (905) 260-5866 TRUE TRUE TRUE TRUE FALSE
5 45678901_45678901 11/16/2021 FALSE Kim Wexler Kim Wexler +1 (905) 260-3294 kim@mechanics.com 95 Glengary Crescent Caledonia ON Canada N3W 4W6 39 Green Maple Drive Caledonia Ontario Canada N3W 3P4 +1 (905) 260-5866 TRUE TRUE TRUE TRUE FALSE
  • J-ID
  • Created Date
  • Is Company?
  • Display Name
  • Company Name
  • Title
  • First Name
  • Last Name
  • Main Phone #s
  • E-mails
  • Tags
  • Billing Street 1
  • Billing Street 2
  • Billing City
  • Billing State
  • Billing Country
  • Billing ZIP code
  • CFT[Referred By]
  • Work Phone #s
  • Mobile Phone #s
  • Home Phone #s
  • Fax Phone #s
  • Other Phone #s
  • Service Street 1
  • Service Street 2
  • Service City
  • Service State
  • Service Country
  • Service ZIP code
  • Text Message Enabled Phone #
  • Receives automatic visit reminders?
  • Receives automatic job follow-ups?
  • Receives automatic quote follow-ups?
  • Receives automatic invoice follow-ups?
  • Archived
CSV FieldTradeTraks Field
Is Company?is_company
Titleposition
"First Name" / "Last Name"name
"Main Phone #s"phone
E-mailsemail, Sub-Contact name/email
Billing Street 1address
Billing Street 2suite
Billing Citycity
Billing Stateprovince
Billing Countrycountry
Billing ZIP codepostal_code
Service Street 1SubLocation street
Service Street 2SubLocation suite
Service CitySubLocation city
Service StateSubLocation province
Service CountrySubLocation country
Service ZIPSubLocation postal_code
Upload the Contacts.csv File