Creating Contacts CSV Files to Import into XSites
Revised 7/20/2007 LD1


In order to import your contacts into XSites, you need to first export them from your contact management software into a comma separated value (.CSV) file.

This document outlines the process of generating a .CSV file from various contact management programs.

 

 

Before you can import contacts into XSites, you must first export it from your contact management software into a CSV file. Choose your preferred contact management software from the list below to see specific instructions on that process.

Choose Your Contact Software
 

 

The XSites contact importer requires that your contacts be in a Comma Separated Values (CSV) format. If you already have a dedicated contact manager, it's likely that you already have a way to create a CSV file built right into your contact management software so choose your contact management software from the list above. But if your contact software is not listed above or your contacts are in a different format like an Excel file or a CSV file created from a program other than Outlook, Outlook Express, Windows Mail, ACT, or Top Producer, you can still import it into XSites. The exact process may vary dramatically from one program to the next, but the general process is as follows.

  1. Export your contacts from your preferred contact management software program into a Comma Separated Value (.CSV) format. If you already have the file in another format like an Excel (XLS) file, you can simply save it as a CSV file type from within Excel.
  2. With a plain text editor like Notepad or an advanced spreadsheet program like Excel, edit that .CSV file and change the column headings for the data you wish to import to one of those contained in the following list.  Most programs name their column headings in a similar fashion so just choose the best option from the provided list below to match to each column heading.  As you edit your .CSV file, keep the following items in mind.
  3. You do not have to use ALL of the following column headings.  In fact, your .CSV file may not have all of the information described by the headings below. 
  4. There may be columns in your .CSV file that don't match any of the following headings.  Your site's import tool won't be able to import data in those columns so leave those headings as they are. 
  5. The order in which the headings appear in the .CSV file doesn't matter.  If the column headings in your .CSV file appear in a different order than that listed below, leave them in the order in which they appear.

The column headings and contact information types that your site's contact import tool can currently accept are.

  • FirstName
  • LastName
  • MiddleName
  • JobTitle
  • Company
  • Suffix
  • Title
  • HomeAddress1
  • HomeAddress2
  • HomeCity
  • HomeState
  • HomeZip
  • HomeCountry
  • BusinessAddress1
  • BusinessAddress2
  • BusinessCity
  • BusinessState
  • Fax
  • BusinessZip
  • BusinessCountry
  • HomeEmail
  • HomeEmailDisplayName
  • BusinessEmail
  • BusinessEmailDisplayName
  • MobileDeviceEmail
  • MobileDeviceEmailDisplayName
  • HomePhone
  • BusinessPhone
  • CellPhone
  • Notes
     
  Note: If you're an Appraiser XSite owner, the HomeEmail and HomeEmailDisplayName column headings listed above do NOT apply.