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Creating CSV Files to Import into Pipeline ROI websites

This document outlines the process of exporting contacts from various contact management programs and creating a .CSV file.  The exact process may vary dramatically from one program to the next, but the general process is as follows:

  1. Export your contacts from your preferred contact management software program into a Comma Separated Value (.CSV) format.  If you already have the file in another format like an Excel (XLS) file, you can simply save it as a CSV file type from within Excel.
  2. With a plain text editor like Notepad or an advanced spreadsheet program like Excel, edit that .CSV file and change the column headings for the data you wish to import to one of those contained in the below list.  Most programs name their column headings in a similar fashion so just choose the best option from the provided list below to match to each column heading. 

As you edit your .CSV file, keep the following items in mind:

  • You do not have to use ALL of the following column headings.  In fact, your .CSV file may not have all of the information described by the headings below.
  • There may be columns in your .CSV file that don't match any of the following headings.  Your site's import tool won't be able to import data in those columns so leave those headings as they are.
  • The order in which the headings appear in the .CSV file doesn't matter.  If the column headings in your .CSV file appear in a different order than that listed below, leave them in the order in which they appear.

The column headings and contact information types that your site's contact import tool can currently accept are listed below.  Please keep in mind when using these headers, they are case-sensitive and must match exactly.

  • FirstName
  • LastName
  • MiddleName
  • JobTitle
  • Company
  • Suffix
  • Title
  • HomeAddress1
  • HomeAddress2
  • HomeCity
  • HomeState
  • HomeZip
  • HomeCountry
  • BusinessAddress1
  • BusinessAddress2
  • BusinessCity
  • BusinessState
  • Fax
  • BusinessZip
  • BusinessCountry
  • HomeEmail
  • HomeEmailDisplayName
  • BusinessEmail
  • BusinessEmailDisplayName
  • MobileDeviceEmail
  • MobileDeviceEmailDisplayName
  • HomePhone
  • BusinessPhone
  • CellPhone
  • Notes
  • BirthDate
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