Use these instructions to import a customer list provided in a “CSV” format. 

1. The CSV file must be in the format found below in the Rules for CSV File section below. 
2. Click File on the Menu bar, then select Import, then Contact (CSV). 
3. Browse to and select the CSV file that you need to import.

Rules for CSV File 

1. The CSV file must be in the following format. The first row is a header row and cell A1 must have the following indicator: "~~Contact". Data should start on row 2 of the file. 
   

2. Column	Column Contents	Values
   A	Last Name	Char[50]
   B	First Name	Char[50]
   C	Street	Char[50]
   D	Steet2	Char[50]
   E	City	Char[50]
   F	State	Char[50]
   G	Zip	Char[50]
   H	Phone	Char[50]
   I	Cell	Char[50]
   J	Email	Char[50]
   K	Notes	Char[255]

3. Required fields 

   Column A, Row 2 and beyond must contain data. i.e Last Name or Business Name 

4. Invalid Characters
   Do not use the following characters in the CSV file ( ) ' * , " [ ]
   Parentheses, single-quote, asterisk, comma, double-quote, square brackets