Format a CSV file to import contacts
This article explains how to download and format a CSV file in order to import contacts into your FreeAgent account.
Download a CSV file
You can either download a CSV file from your email provider and format it using the structure outlined below or download and populate this CSV file template.
To use the CSV file template, open it in your preferred spreadsheet software and populate the data. When you're finished, download or export it as a CSV file and import it into FreeAgent.
Format your CSV file
To create a basic CSV file to import into FreeAgent, you’ll need to include these 14 headers in the following order in the top row, and format them as described below:
- 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 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.