Name Formats for Uploads and Imports

Most name formats can be uploaded/imported by specifying the correct column header.  

  • Map to the appropriate Field for the format used in your spreadsheet.
  • If your spreadsheet contains more than one name format, separate columns must be used for each. 
  • If a Business Name and any other names are provided in the same row, the individual name(s) will be placed in the Contact Person field.
  • Multiple Full Names will create two records, one for each name.

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