What are the restrictions for each of the fields in the CSV contact import?
What are the restrictions for each of the fields in the CSV contact import?
The CSV import tool allows you to map input fields into ActiveDEMAND standard and custom fields. The list below covers the standard ActiveDEMAND fields.
First Name, Last Name, Title, Company, Address, City, Province, Postal Code, Country, Office Phone, Fax, Mobile Phone, Email, Opt-In, Contact Source, Contact Source Description, Industry, Tags
“Bob”, “Smith”, “VP Finance”, Acme Inc”, “123 Some st.”, “San Francisco” , “CA”, ”United States”, “01 (123) 456-7890”, “01 (123) 456-7890”, “01 (123) 456-7890”,“bob.smith@acme.com”, “1”,“Account Introduction”, “”My first upload of contacts”, “Mining”, “Existing Customer, Happy”
Lable | Example | Notes |
---|---|---|
First Name | "Bob" | |
Last Name | "Smith" | |
Title | "VP Finance" | |
Company | "Acme Inc." | |
Address | "123 Some St." | |
City | "San Francisco" | |
Province/State | "CA" | ISO_3166-Subdivision Name |
Postal/Zip Code | "123456" | |
Country | "United States" | Country Name |
Office Phone | "01 (123) 456-7890" | |
Fax | "01 (123) 456-7890" | |
Mobile | "01 (123) 456-7890" | |
"bob.smith@acme.com" | ||
Opt In | "'true', 't', 'y', 'yes', '1', 'all'" | ['true', 't', 'y', 'yes', '1', 'all']:Opted In, anything else, not opted in |
Contact Source | “Account Introduction” | Must Match Source Types |
Contact Source Description | “my first upload of contacts” | This is a text string that is used to describe the context of the contact being imported in the system. This is an optional field and is only set during imports. |
Industry | “Mining” | Industry Title |
Tags | “Existing_Customer_Happy” | Any set of tags. Tags are used to label customers for further segregation |
Unsubscribed | ['true', 't', 'y', 'yes', '1'] | if set to anything in the list ['true', 't', 'y', 'yes', '1'], the contact will be flagged as unsubscribed and will never receive emails from the ActiveDEMAND account. |
Contact Manager Email | harry@home.com | The contact manager for the contact. Assumed to exist and be an employee of the ActiveDEMAND account. |
Twitter Handle | bob_twitter | |
Special Date Name | birthday | A special date can be any named date for the contact see this article for more explanation |
Special Date | 31/12/2000 | A special date can be any named date for the contact see this article for more explanation |
Contact Source Types
"Call-to-Action Web Form"
"Contact Web Form"
"eNewsletter Sign-up"
"Event Registration"
"Event Attendance"
"3rd Party List"
"3rd Party Website"
"Offline Marketing Initiative"
"Online Directory"
"Other"
"Webinar Registration"
"Account Introduction"
"JumpON Live-Chat"
"Organic Search"
"Search Engine Marketing"
"Phone Call"
"Email Campaign"
"Twitter Follow"
"Email"
Updated on: 08/11/2022
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