Importing contacts
You can bring contacts from another application into Quaderno in bulk using a CSV file.
Quaderno uses CSV (comma-separated value) files for bulk imports. Download the example template here: contacts.csv
If a contact you import already exists in Quaderno, the import will overwrite the existing record, including removing any fields left blank in your CSV.
To import contacts, follow these steps:
- Go to the contacts page.
- Click
More…and selectImport contacts. - Drag and drop your CSV file into the modal, or click to select it.
- Map your CSV columns to Quaderno fields and review the field descriptions.
- Check the final preview, then click
Submit.
CSV columns breakdown
Only the name field is required. All others are optional, although we recommend including the tax ID number and billing address.
| Name | Description |
|---|---|
| type | The contact type: company, person, or government. Defaults to company. |
| name | The contact's name. Required. If the contact does not exist yet, Quaderno creates it. If the contact already exists, Quaderno overwrites the record, including removing fields left blank in your CSV. |
| 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 as an ISO code. Defaults to your account's base country. |
| phone | The contact's telephone number |
| web | The contact's website URL |
| tax_id | The contact's tax ID (VAT/GST number) |