When importing a CSV file of Contact and Project data, the format used will need to match the headers and format exactly as described below, or the import results will be inconsistent.

Prior to importing, you'll need to review and potentially edit your CSV file in a spreadsheet program like Google Sheets or Excel. This will allow you to modify the header names so they match the exact names of the fields listed below and confirm the data is broken up as specified. Variations of header titles are also allowed and are indicated by alternate spelling.

We strongly recommend that you test your import with one or two contacts before importing a large batch of contacts. If the import doesn't work properly, the contacts will need to be deleted individually (unless it's a brand-new account).

To make importing contacts easier, you may use this Google doc. This will ensure the headers are correct, and you can paste your information into the rows as needed.

As many users can access this, the file is a "view only" file. Please save a copy for yourself and then add your data as needed. Not sure how to save a copy? Check out Google's help article by clicking here.

Once your copy is updated to match the headers described, select download your file as a CSV. This can now be imported into 17hats.
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​Please note the phone numbers must be entered in the 888-888-888 format.
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​Acceptable Contact data fields & Alternate Header Titles:

Name fields
'first name', firstname, first, 'given name', given
'last name', lastname, last, 'family name'
middlename
suffix
title
​Company name
company, 'company name', 'business name', business
​Email
email, e-mail, 'e-mail address'
​Phone numbers
"assistant's phone"
"business fax"
"business phone"
"business phone 2"
"callback"
"car phone"
"company main phone"
"home fax"
"home phone"
"home phone 2"
"mobile phone"
"fax"
"other fax"
"other phone"
"pager"
"primary phone"
​Addresses (all field names can be prefixed with "business", "home ", "other")
address
street, address
address 2
'street 2', 'address 2'
city
state
zip
zip, 'postal code'
country
​Website
'web page', website, url
​Notes
​Tags (# comma or semi-colon separated)

Person Referred By

Type

Title

Birthday

Social Media Handles

**Note: To add more than 1 tag to a contact, simply separate these with a comma under the "tags" header.

​Acceptable Project data fields:

Project Name

Project Budget

Project Tags

Project Start Date

Project Start Time

Project End Date

Project End Time

Project Location
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Please Note: A Project will not be started unless Project data is imported.
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Once your CSV file is updated to match the headers above, you can upload them into 17hats.

First, log in to 17hats and navigate to the "Contacts" tab. Next, click the gear icon on the top right of the page and select the option to import as shown by the blue arrow.

You'll then be taken to the Contact Import page where you can select your file. Be sure to select the "CSV File" option as shown with the blue box.

Once a file has been selected, you'll be prompted to apply any tags or update the contact type.

IMPORTANT: When selecting which Contacts to import, the records will be sorted alphabetically by the First Name and Last Name fields in your CSV.

IMPORTANT: Contacts are automatically selected to be included in your import. If you do NOT want to import a Contact, uncheck the box next to that Contact's name.

When the file has been uploaded, you'll get a prompt at the top of the screen that your file was imported successfully.

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As always, feel free to reach out via Live Chat if you still have any remaining questions and we'll be happy to help out!
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Keywords: Import, contacts, blank, list, Importing CSV file