Importing contacts

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 under the … menu.
Drag & drop or select your CSV file in the modal window.
A pop-up will appear, allowing you to customize the mapping of columns and providing field clarifications.
A final preview of what's going to be imported will be shown. When you're done reviewing, click the Submit button!

CSV columns breakdown

Only the name field is required. All others are optional, although we recommend that you import the tax ID number and the billing address.

Name	Description
type	The contact type: company, person or government. Default is company.
name	The contact's name. This is a required field. If your customer or vendor doesn’t already exist in Quaderno, they will be created as a new contact. When they do exist, Quaderno will override the existing contact, including removal of empty fields on the CSV that existed before.
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, represented with its ISO code. Defaults to your account’s base country.
phone	The contact’s telephone number
web	The contact’s web address (URL)
tax_id	The contact’s tax ID (VAT/GST number)