Creating CSV Files to import into XSites

This document outlines the process of exporting contacts from various contact management programs and creating a .CSV file.

Document 7209  ¦  Last updated:  12/11/2017 RR2

Before you can import contacts into your XSite or XSellerate, you need to export them into a CSV file.  Choose your preferred contact management software or e‑mail provider from the drop‑down menu below for specific instructions.


Choose your contact software:

General Steps

  1. Export your contacts.  From your e‑mail or contact management software, export (or download) your contacts as a Comma Separated Value (CSV) file.  If you already have the file in another format, like an Excel (XLS or XLSX) file, you can simply save it as a CSV file type from within Excel.
  2. Make sure the column headings in your file are correct.  Open your CSV file using a program such as Notepad or Excel, and ensure that the column headings for your data match the format shown in the list below.
    • You don't have to use all of the following column headings.  Only use the ones you need.
    • There may be columns in your CSV file that don't match any of the following headings.  Your XSite won't be able to import data in those columns.
    • The order in which the headings appear in the CSV file doesn't matter.
    • All headings are case‑sensitive and must match exactly.
  • FirstName
  • LastName
  • MiddleName
  • JobTitle
  • Company
  • Suffix
  • Title
  • HomeAddress1
  • HomeAddress2
  • HomeCity
  • HomeState
  • HomeZip
  • HomeCountry
  • BusinessAddress1
  • BusinessAddress2
  • BusinessCity
  • BusinessState
  • Fax
  • BusinessZip
  • BusinessCountry
  • BusinessEmail
  • BusinessEmailDisplayName
  • MobileDeviceEmail
  • MobileDeviceEmailDisplayName
  • HomePhone
  • BusinessPhone
  • CellPhone
  • Notes
  • BirthDate

To export your Gmail contacts into a CSV file:

  1. Click Gmail in the upper left corner.  Then, select Contacts.
  2. On the left menu, select Go to the old version.
  3. Click More, then Export.
  4. Choose which contacts to download (A), select Outlook CSV format (B), and click Export (C).

  5. Your download should begin automatically.
  6. When naming your CSV file do not use the word "contact" in the file name.  This can cause an error when importing contacts into your XSite.  If you receive an error when importing check your CSV file name and make sure it does not contain the word "contact".

Now, just import the contacts with the contact import tool provided in your XSite.  For specific steps on the import process, see the Importing Contacts section of your XSites User's Guide.  The links below provide direct access to the Importing Contacts section of each user's guide.


All headings are case‑sensitive and must match exactly.

  • FirstName
  • LastName
  • MiddleName
  • JobTitle
  • Company
  • Suffix
  • Title
  • HomeAddress1
  • HomeAddress2
  • HomeCity
  • HomeState
  • HomeZip
  • HomeCountry
  • BusinessAddress1
  • BusinessAddress2
  • BusinessCity
  • BusinessState
  • Fax
  • BusinessZip
  • BusinessCountry
  • BusinessEmail
  • BusinessEmailDisplayName
  • MobileDeviceEmail
  • MobileDeviceEmailDisplayName
  • HomePhone
  • BusinessPhone
  • CellPhone
  • Notes
  • BirthDate

To export your Outlook contacts into a CSV file:

  1. In Outlook, click File, Import and Export.
  2. In the screen that appears, indicate that you want to Export a file in the available list of options.  Then, click Next to continue.
  3. From the available list of types, click to select Comma Separated Value (Windows).  Then, click Next to continue.

  4. When prompted about which folder you want to export, click Contacts and then click Next to continue.

  5. Click Browse and choose a location on your computer where you want to save the file.  For convenience, we recommend saving the file to your Desktop and giving a simple name, like "yourname.csv" or "websiteleads.csv".  Then, click Next to continue.
    When naming your CSV file do not use the word "contact" in the file name.  This can cause an error when importing contacts into your XSite.  If you receive an error when importing check your CSV file name and make sure it does not contain the word "contact".
  6. Finally, verify that Export "Contacts" from folder: Contacts is checked in the available list and click Finish to export your contacts.

Outlook creates a CSV file containing all of your contacts.  Now, just import the contacts with the contact import tool provided in your XSite.  For specific steps on the import process, see the Importing Contacts section of your XSites User's Guide.  The links below provide direct access to the Importing Contacts section of each user's guide.


All headings are case‑sensitive and must match exactly.

  • FirstName
  • LastName
  • MiddleName
  • JobTitle
  • Company
  • Suffix
  • Title
  • HomeAddress1
  • HomeAddress2
  • HomeCity
  • HomeState
  • HomeZip
  • HomeCountry
  • BusinessAddress1
  • BusinessAddress2
  • BusinessCity
  • BusinessState
  • Fax
  • BusinessZip
  • BusinessCountry
  • BusinessEmail
  • BusinessEmailDisplayName
  • MobileDeviceEmail
  • MobileDeviceEmailDisplayName
  • HomePhone
  • BusinessPhone
  • CellPhone
  • Notes
  • BirthDate

To export your Outlook Express contacts into a CSV file:

  1. In Outlook Express, click File, Export, Address Book.
  2. In the screen that appears, indicate that you want to export a Text File (Comma Separated Values) in the available list.  Then, click Export to continue.
  3. Click Browse and choose a location on your computer where you want to save the file.  For convenience, we recommend saving the file to your Desktop and giving a simple name, like "yourname.csv" or "websiteleads.csv".  Then, click Next to continue.
    When naming your CSV file do not use the word "contact" in the file name.  This can cause an error when importing contacts into your XSite.  If you receive an error when importing check your CSV file name and make sure it does not contain the word "contact".
  4. Finally, check the boxes beside each of the contact items you want to export like "First Name," "Last Name," etc.  Click Finish to export your contacts.

Outlook Express creates a CSV file containing all of your contacts.  Now, just import the contacts with the contact import tool provided in your XSite.  For specific steps on the import process, see the Importing Contacts section of your XSites User's Guide.  The links below provide direct access to the Importing Contacts section of each user's guide.


All headings are case‑sensitive and must match exactly.

  • FirstName
  • LastName
  • MiddleName
  • JobTitle
  • Company
  • Suffix
  • Title
  • HomeAddress1
  • HomeAddress2
  • HomeCity
  • HomeState
  • HomeZip
  • HomeCountry
  • BusinessAddress1
  • BusinessAddress2
  • BusinessCity
  • BusinessState
  • Fax
  • BusinessZip
  • BusinessCountry
  • BusinessEmail
  • BusinessEmailDisplayName
  • MobileDeviceEmail
  • MobileDeviceEmailDisplayName
  • HomePhone
  • BusinessPhone
  • CellPhone
  • Notes
  • BirthDate

To export your Windows Mail contacts into a CSV file:

  1. In Windows Mail, click File, Export, Windows Contacts.
  2. In the screen that appears, indicate that you want to export a CSV (Comma Separated Values) in the available list.  Then, click Export to continue.
  3. Click Browse and choose a location on your computer where you want to save the file.  For convenience, we recommend saving the file to your Desktop and giving a simple name, like "yourname.csv" or "websiteleads.csv".  Then, click Next to continue.
    When naming your CSV file do not use the word "contact" in the file name.  This can cause an error when importing contacts into your XSite.  If you receive an error when importing check your CSV file name and make sure it does not contain the word "contact".
  4. Finally, check the boxes beside each of the contact items you want to export like "First Name," "Last Name," etc.  Click Finish to export your contacts.

  5. Once the export is complete, click OK on the notice that appears, and click Close to close the CSV Export window.

Windows Mail creates a CSV file containing all of your contacts.  Now, just import the contacts with the contact import tool provided in your XSite.  For specific steps on the import process, see the Importing Contacts section of your XSites User's Guide.  The links below provide direct access to the Importing Contacts section of each user's guide.


All headings are case‑sensitive and must match exactly.

  • FirstName
  • LastName
  • MiddleName
  • JobTitle
  • Company
  • Suffix
  • Title
  • HomeAddress1
  • HomeAddress2
  • HomeCity
  • HomeState
  • HomeZip
  • HomeCountry
  • BusinessAddress1
  • BusinessAddress2
  • BusinessCity
  • BusinessState
  • Fax
  • BusinessZip
  • BusinessCountry
  • BusinessEmail
  • BusinessEmailDisplayName
  • MobileDeviceEmail
  • MobileDeviceEmailDisplayName
  • HomePhone
  • BusinessPhone
  • CellPhone
  • Notes
  • BirthDate

To export your Top Producer contacts into a CSV file:

  1. In Top Producer, click Setup, Data transfer / conversion, Export data.

  2. In the screen that appears, indicate that you want to Export all contacts.  Then, click Next to continue.
  3. From the available list of Export Options, click to select Export all columns.  Then, click Start Export to begin the export process.
  4. You're prompted to save the file.  Choose a location on your computer where you want to save the file.  For convenience, we recommend saving the file to your Desktop and giving a simple name, like "yourname.csv" or "websiteleads.csv".  Then, click Save to save your contacts.
    When naming your CSV file do not use the word "contact" in the file name.  This can cause an error when importing contacts into your XSite.  If you receive an error when importing check your CSV file name and make sure it does not contain the word "contact".

Top Producer creates a CSV file containing all of your contacts.  Now, just import the contacts with the contact import tool provided in your XSite.  For specific steps on the import process, see the Importing Contacts section of your XSites User's Guide.  The links below provide direct access to the Importing Contacts section of each user's guide.


All headings are case‑sensitive and must match exactly.

  • FirstName
  • LastName
  • MiddleName
  • JobTitle
  • Company
  • Suffix
  • Title
  • HomeAddress1
  • HomeAddress2
  • HomeCity
  • HomeState
  • HomeZip
  • HomeCountry
  • BusinessAddress1
  • BusinessAddress2
  • BusinessCity
  • BusinessState
  • Fax
  • BusinessZip
  • BusinessCountry
  • BusinessEmail
  • BusinessEmailDisplayName
  • MobileDeviceEmail
  • MobileDeviceEmailDisplayName
  • HomePhone
  • BusinessPhone
  • CellPhone
  • Notes
  • BirthDate

To export your ACT 6 contacts into a CSV file:

  1. In ACT 6, click File, Data Exchange, Export from the menus.
  2. In the screen that appears, choose Text - Delimited from the File Type drop down menu and click the button with three dots on it beside the File Name and Location field to specify where you want to save the file.

  3. Click Next to continue.
  4. Mark the Contact Records Only option in the list and then click Options.
  5. In the screen that appears, mark the Comma option and check the box for Yes, export field names.  Then, click OK.

  6. Click Next to continue.
  7. Mark the option to export All Records and click Finish.

ACT 6 creates a CSV file containing all of your contacts.  Now, just import the contacts with the contact import tool provided in your XSite.  For specific steps on the import process, see the Importing Contacts section of your XSites User's Guide.  The links below provide direct access to the Importing Contacts section of each user's guide.

The column headings and contact information types that your site's contact import tool can currently accept are listed below.  Please keep in mind when using these headers, they are case‑sensitive and must match exactly.


All headings are case‑sensitive and must match exactly.

  • FirstName
  • LastName
  • MiddleName
  • JobTitle
  • Company
  • Suffix
  • Title
  • HomeAddress1
  • HomeAddress2
  • HomeCity
  • HomeState
  • HomeZip
  • HomeCountry
  • BusinessAddress1
  • BusinessAddress2
  • BusinessCity
  • BusinessState
  • Fax
  • BusinessZip
  • BusinessCountry
  • BusinessEmail
  • BusinessEmailDisplayName
  • MobileDeviceEmail
  • MobileDeviceEmailDisplayName
  • HomePhone
  • BusinessPhone
  • CellPhone
  • Notes
  • BirthDate

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