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Import contacts via CSV

Add or update multiple owners or vendors simultaneously by importing a CSV file.

Updated over a month ago

Overview

Follow these steps to add (or update) multiple contacts simultaneously by importing a CSV file.

Steps

  1. From the Contacts page, click Import to open the Import Contacts modal.

  2. Click Download CSV Template to export the preformatted import template in CSV format.

  3. Complete the CSV template using the guidance in the table below.

  4. Save the CSV template to your device.

  5. Drag & drop your completed and saved CSV template into the Upload CSV space within the Import Contacts modal.

    1. Alternatively, click select file on disk to browse your device's files, locate and select your completed and saved CSV template.

  6. Click Import contacts.

Import fields

Column header

Required

Accepted Values

Guidance

Name

Yes

  • Any alphanumeric string of text

  • Special characters accepted

  • Legal last name, if company type is individual, or

  • Legal entity name, if company type is not individual.

First Name

Yes, if Company Type = individual

  • Any alphanumeric string of text

  • Special characters accepted

  • Legal first name, if company type is Individual.

  • Leave blank if company type is not individual.

Company Type

Yes

  • individual

  • limited_liability_company

  • c_corporation

  • s_corporation

  • partnership

  • trust_estate

  • The federal tax classification of the owning entity or individual.

Type

Yes

  • owner

  • vendor

  • Specify whether the contact is an owner or a vendor.

Email

Optional

  • Owner's primary contact email address. Appears on the owner's statement.

Phone

Optional

  • Any alphanumeric string of text

  • Special characters accepted

  • Owner's primary contact phone number. Appears on the owner's statement.

Tax ID

Optional

  • Any 9-digit numeric string of text

  • Must be 9 digits exactly

  • Do not use hyphens

  • For individuals, the taxpayer identification number (TIN) is generally the social security number (SSN).

  • For other entities, it is the employer identification number (EIN).

Address

Optional

  • Any alphanumeric string of text

  • Special characters accepted

  • Mailing address: number and street.

Unit

Optional

  • Any alphanumeric string of text

  • Special characters accepted

  • Mailing address: apartment or suite number.

City

Optional

  • Any alphanumeric string of text

  • Special characters accepted

  • Mailing address: city.

Zip

Optional

  • Any alphanumeric string of text

  • Special characters accepted

  • Mailing address: ZIP/postal code.

Country

Optional

  • Any valid 2-digit country code, e.g. US for United States of America

  • Mailing address: country.

State

Optional

  • Any valid 2-digit state or province code, e.g. IL for Illinois

  • Mailing address: state or province.

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.

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