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Importing Contacts Into CauseVox
Importing Contacts Into CauseVox
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a year ago

You can import contacts into CauseVox so you can keep track of the activity of your community online over time.

To import contacts into CauseVox, follow the steps below:

Step 1: Navigate to your Contacts and select Import on the right.

Step 2: Drag and drop or upload your CSV file.

In order to import your contacts your CSV or Excel file must be formatted correctly. The first row of your spreadsheet are the headings that correspond to a data field in each contact. Each additional row after the heading row will correspond to an individual contact.

There is currently a maximum limit of 5000 rows per uploaded spreadsheet. You'll want to split up your contacts into multiple spreadsheets if you exceed more than 5000 contacts.

You can download a sample spreadsheet here to get started or to use as an example.

  • Imports cannot be undone.

  • It is highly recommended that you download our sample spreadsheet to avoid errors when importing.

Supported Data Fields

When importing your contacts only the e-mail field is required. However, we recommend adding as much information with each contact so you can gain better insights over your community. The following supported fields are listed below. Your column headings must match these exactly or that field will not be imported.

email

  • This field is required

  • The e-mail of the contact

phone

  • The phone number of the contact

first_name

  • The first name of the contact

last_name

  • The last name of the contact

line1

  • The first line of the address of the contact

line2

  • The second line of the address of the contact

city

  • The city of the contact

state

  • The state of the contact

zipcode

  • The zip or postal code of the contact

country

  • The country of the contact

If you have additional questions, you can email [email protected].

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