You can import your contacts from another application into Quaderno easily using our CSV template.
Quaderno uses CSV (comma-separated value) files to perform this kind of bulk task. Here is an example: contacts.csv
To import contacts, follow these steps:
- Go to the contacts page and click Import contacts.
- Drag & drop your CSV file in the modal window.
The name field is required. All other are optional, although you make want to fill the tax_id and business info for companies. Optional fields can be left them empty or be removed.
|type||The contact type: company or person. Default is company.|
|name||The contact's name. If your customer or vendor doesn’t already exist in Quaderno, they will be created as a new contact. This is a required field.|
|email_address||The contact’s email address|
|address_line_1||The contact’s address (first line)|
|address_line_2||The contact’s address (second line)|
|city||The contact’s city|
|postal_code||The contact’s postal or ZIP code|
|region||The contact’s region or state|
|country||The contact’s country (2-letter ISO code). Defaults to your base country|
|phone||The contact’s telephone number|
|web||The contact’s web address (URL)|
|tax_id||The contact’s tax ID|
Pro tips for a successful import
- The CSV file cannot contain more than 500 rows and its maximum size is 300kb. If the file contains more than 500 rows or is larger than 300kb, you would just have to split this into multiple files to import.
- Leave the header row intact.
- Make sure to only enter one contact per row, under the existing headings.
- 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 name column. 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.