How to prepare your CSV file for importing contacts in Adaptix

Preparing your CSV file to align with Adaptix will help the import run more smoothly and avoid common errors. Contacts can be imported via the user interface from a CSV file. You can import from the browser or in the background via a cron job.

Import file requirements:

• The CSV file must be in UTF8 encoding. Other encodings may cause troubles while importing. Read the documentation of your spreadsheet program on how to export a spreadsheet to UTF8. Google Sheets encodes to UTF8 automatically, Libre/Open Office lets you choose before export.
• For Boolean values like ‘doNotEmail’ or custom Boolean field, use values true, 1, on or yes as TRUE value. Anything else will be considered false.
• For date/time values, use ISO8601 notation i.e. YYYY-MM-DD ;  hh:mm:ss
  • Example: 2019-01-02 ; 19:08:42.
• Other formats may work too, but they may be problematic.

Tips on preparing your CSV file for import:

• Use a header row, with the column names matching the Adaptix Contact Custom Field names. This way Adaptix automatically pre-selects the mapping for you. For example if you name the first name column as “firstname” , this field will be mapped automatically to {contactfield=firstname}.
• When you set up your mapping, you have an option to skip the import on fields where a value already exists on the Contact record. This setting allows you to avoid erasing already existing data in your Adaptix Contacts.
• If your CSV contains thousands of contacts or more, divide such CSV into several smaller CSV files to avoid memory issues and slow import speed.