Support Getting Started Knowledge Base Frequently Asked Questions Webinars

CSV file formats for importing contacts

In certain circumstances you may wish to manually generate a CSV file of contacts to import to your FreeAgent account. Here's how to do that.

How to format your CSV file

First, create a new spreadsheet in your chosen spreadsheet software, like Excel or Google Sheets. Next, enter these 14 heading in the top row: 

  • First Name
  • Last Name
  • Company
  • E-mail Address
  • E-mail 2 Address
  • Business Street
  • Business Street 2
  • Business Street 3
  • Business City
  • Business State
  • Business Postal Code
  • Business Country
  • Business Phone
  • Mobile Phone

- Please note that these headings must be entered exactly as written above -

You don't need to include content for every one of these fields - the only compulsory fields are either First Name and Last Name, or Company. When you're finished, export your file as a CSV file.

Your finished file will look something like this.

csv_layout_contacts

Download an example file

Click here to download an example file. Just open it in your preferred spreadsheet software, and then when you're finished, make sure to download or export it as a CSV file.

Did you find this article useful?