What Format I Need to Use to Upload My Contacts to a Facebook

How do I prepare my CSV contacts file before I upload it into Cloze?

You can import contacts using a CSV (comma-separated value) in Microsoft Outlook'due south consign format without any additional mapping of column headers, but if your import file is from another organisation yous will demand to check each column header first.

Please see the instructions and column header names below.

Importing Tips

• We recommend exporting a template out of your Cloze account to aid guide you.
• Check all columns in your original CSV or Excel file and brand any necessary changes to map them to their equivalent name in Cloze following the instructions below.
• All upload records (each row) must incorporate at to the lowest degree
  • an email accost or
  • mobile phone number or
  • a name and phone number
  • a name and complete delivery postal address:
    • street number and name or post part box number and secondary descriptor and number (e.one thousand., suite or flat number, floor) if needed.
    • city and state
    • postal lawmaking
    • country
• The first row of the spreadsheet must incorporate the column header names (Commencement Proper name, Last Proper noun, Company, Stage, Segment etc). Please remove all extra rows above these labels.
• Importing formats:
  • Excel - the first worksheet will be used for import. All other worksheets will not be imported. Please relieve each worksheet as its own import file.
  • CSV - For best results delight utilise the UTF-8 format.
•  After you lot've prepared your Excel or CSV, upload a small sample file of 2-iii rows of contact data to make certain everything is imported equally expected.
• Contact support past clicking on the red "Contact Support" push button below if yous have questions, before you upload. We're happy to review your prepared file and provide recommendations.

Before you import your contacts you'll need to prepare your CSV spreadsheet.

In this case beneath the spreadsheet has three column headings that need to be mapped to the equivalent name in Cloze earlier this Excel or CSV file tin can exist imported. You volition need to review and change (if necessary) each column of your original file to make sure it matches the advisable import field in Cloze.

Curl downward this page for a complete list of all column header fields available to map your information to in Cloze.

With the updated column names the CSV or Excel file is now ready to be imported into Cloze. Please run across a total list of column headers below.

Mapping import information to Cloze

Amapping correlates columns of information in a CSV or Excel file with their equivalent in Cloze.

When importing, Cloze will clarify the file and and then automatically maps standard fields like Commencement Proper name, Last Proper name, Electronic mail Address, Telephone number, and other details for you. Cloze creates a mapping each time you import a file.

An Excel spreadsheet or CSV file includes a header, rows, and columns.

You can also choose to reassign these fields if you do non want to map them how Cloze tries to map them for you lot.

Cloze includes a number of default "mappings" that brand importing data from other systems easy.

With a saved mapping Cloze volition think your field mappings to help speed upwardly the process the side by side time you import a file from the same source.

CLOZE Relationship TYPES

Below is a complete list of Column Headers bachelor for your import Excel or CSV file. Non all are required only are included to provide flexibility.

Phase

• Pb (or Warm)
• Potential (or Hot)
• Active (or In Contract)
• Inactive (or Past or Closed)
• Lost

Segment

This sets who the person is to you. For example, a customer, a partner, a supplier, an adviser, or whatsoever number of customizable Segments.

More than details nigh Segments are available here.

Next Step

Side by side Steps are customizable and should exactly lucifer what you have created in Settings. Please read more well-nigh creating Next Steps here.

Custom Fields

Custom Fields are available in all Stages of a single Segment. Examples include Type, Part, Department, Lead Source and any others you create. Cloze offers custom fields to assist your further classify your People, Companies and Projects (or Deals).

When enabled, custom fields appear in the Human relationship section for People and Companies and in the Project (or Deal) Status section.

Here are step-by-step instructions on how to include Custom Fields in your import file.

The best way to create a custom template for your business relationship is to consign it from your Cloze account. This template will be customized to your business relationship and include whatsoever Custom Fields you lot take added to Cloze.

Click on the links below to download a customized template for your account:

• Cloze CSV Import Contacts template
• Cloze CSV Import Companies template
• Cloze CSV Projects, Deals template

Tags

Tags allow yous organize People, Projects, Deals or Companies. Tags are helpful when y'all are trying to organize your contacts across many traits or characteristics.

• Tags (plural) - your tags must be separated by commas. When importing tags please divide each tag by a comma and supersede extra characters and spaces with a nuance. Other characters such every bit periods, slashes, ampersand etc volition exist replaced with a infinite and create 2 keywords.

Please read more nearly creating and searching with tags here.

CONTACT INFORMATION

Each item beneath is a column header label that can be used to map your information when imported into Cloze.

commencement proper noun
terminal proper noun
name
suffix
birthday
gender
championship
task title
department
headline

location
location land

company
notes
web page
spider web folio 2
web folio 3

Assigned To (employ this to assign contacts to specific team members)

business accost i
business accost 2
business street
business pobox
concern suite
business urban center
business organization state
business zip
business zipcode
business organisation postal lawmaking
business organisation land

business organisation Latitude
concern Longitude

home address 1
dwelling address 2
home street
home pobox
home suite
home urban center
dwelling house state
habitation nothing
home zipcode
home postal code
home state

dwelling Breadth
home Longitude

other accost 1
other address ii
other street
other pobox
other suite
other city
other state
other zip
other zipcode
other postal code
other country

other Latitude
other Longitude

accost i
address 2
street
pobox
suite
city
state
nothing
zipcode
postal lawmaking
country

email
email address
e-mail address
electronic mail 1 accost
eastward-mail two accost
electronic mail 3 address
e-mail 4 address
email 5 address
e-mail 6 address
due east-postal service 7 address
east-mail 8 address
email ix accost
e-mail 10 address

domicile e-mail
home e-mail 2
home email iii

business electronic mail
business concern email 2
business e-mail 3

business fax
business telephone
business phone 2
visitor main phone

mobile
mobile telephone
mobile telephone 2

home fax
other fax

home telephone
home phone ii

telephone

other phone
other telephone 2

pager
primary phone
tty/tdd phone
telex
callback
auto phone

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Source: https://help.cloze.com/article/1772-how-do-i-prepare-my-csv-contacts-file-before-i-upload-it-into-cloze

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