Overview
Follow these steps to add (or update) multiple contacts simultaneously by importing a CSV file.
Steps
From the Contacts page, click Import to open the Import Contacts modal.
Click Download CSV Template to export the preformatted import template in CSV format.
Complete the CSV template using the guidance in the table below.
Save the CSV template to your device.
Drag & drop your completed and saved CSV template into the Upload CSV space within the Import Contacts modal.
Alternatively, click select file on disk to browse your device's files, locate and select your completed and saved CSV template.
Click Import contacts.
Import fields
Column header | Required | Accepted Values | Guidance |
Name | Yes |
|
|
First Name | Yes, if Company Type = individual |
|
|
Company Type | Yes |
|
|
Type | Yes |
|
|
Optional |
|
| |
Phone | Optional |
|
|
Tax ID | Optional |
|
|
Address | Optional |
|
|
Unit | Optional |
|
|
City | Optional |
|
|
Zip | Optional |
|
|
Country | Optional |
|
|
State | Optional |
|
|
Update existing contacts
The Email field acts as a unique contact reference ID. To update contacts that already exist in VRPlatform via CSV import, simply change the values in the columns that you wish to update, while providing the email address of the existing contact that you wish to update in the Email column. Any values in the existing contact will be replaced by the new values you provide in the CSV file, upon import.