How do I import contacts from elsewhere?
You can import your contacts from another application into Quaderno easily using our CSV template. It's also a quick way to add multiple contacts yourself, even if it's not an export.
You can do this while setting up Quaderno initially and/or do so once you're up and running, as many times as you like. We'll do our best to merge any duplicates.
Contacts CSV Template
Contacts must be imported into Quaderno in a CSV (Comma Separated Value) format, either from a
.csv or a
.txt file. We recommend using the CSV option.
To download our CSV template, click here.
Depending on the way your computer is set-up, the CSV template might open in either Excel, Open Office Calc, Numbers or even Google Sheets. It doesn't matter too much as any spreadsheet editing application will handle it just fine.
The template contains a number of columns into which you can write or paste your contacts info. We've tried to keep the format as standard as possible, so hopefully your existing contacts database will export in a Quaderno-friendly fashion without too much editing.
Make sure to only enter one contact per row, under the existing headings.
Do not remove the header row or remove mandatory columns - you'll get an error!
Make sure to complete all manual fields. Optional ones are, well, optional. You can either complete them, leave them empty or remove them as you wish.
|type||N||Specify the contact type (company or person). Default is company|
|name||Y||Contact name. If your customer or vendor doesn't already exist in Quaderno, they will be created as a new contact|
|email_address||N||The contact's email address|
|address_line_1||N||The contact's address (first line)|
|address_line_2||N||The contact's address (second line)|
|city||N||The contact's city|
|postal_code||N||The contact's postal or ZIP code|
|region||N||The contact's region or state|
|country||N||The contact's country (2-letter ISO code). Defaults to your base country
|phone||N||The contact's telephone number|
|web||N||The contact's web address (URL)|
|tax_id||N||The contact's tax ID|
Pro tips for a successful import
- Leave the header row intact
- Do not remove any mandatory columns
- If copying from another system, make sure you use the same column headings, or change them to match
- Duplicates are detected based on the
namecolumn. If the name isn't spelled correctly or doesn't already exist, Quaderno will assume it is a new contact
- If a contact already exists and you specify email or address details, Quaderno will override the existing info and replace it with the latest