Here’s a complete list of supported columns when importing contacts via CSV. Any optional fields left blank will be ignored or set to their default values where noted.
For importer field names marked with “**”, see the reference section below for details on what can be entered and where the data will appear on the contact profile in ARTERNAL.
Supported fields
Spreadsheet Column Name | Importer Field Name | Notes |
address_label | Address Label** | Defaults to “Primary” if not filled |
assigned_to_user | Assigned to User | Must be the email of an existing ARTERNAL user |
assigned_to_list | Assigned to List | Name of an existing contact list in ARTERNAL |
company | Company | Text field |
contact_type | Contact Type** | Defaults to Individual. Other options: company, joint account, trust foundation |
first_name | First Name | Text field |
last_name | Last Name | Text field |
document_url | Document URL | Uploads one or more documents to the contact. Each link must start with http:// or https://. To add several, put them in the same cell separated by a semicolon (;), for example |
Text field | ||
email_label | Email Label** | Defaults to “Primary” if not filled |
secondary email | Secondary Email | Text field |
secondary email label | Secondary Email Label** | Text field |
honorific | Honorific** | Text field |
lead_status | Lead Status | Defaults to Cold if not specified |
middle_name | Middle Name | Text field |
phone_home | Phone | Text field |
phone_label | Phone Label** | Defaults to “Primary” if not filled |
primary_city | City | Text field |
primary_country | Country | Text field |
primary_state | State | Text field |
primary_street | Street | Text field |
primary_address2 | Street Line 2 | Text field |
primary_zip | Zip | Text field |
pronouns | Pronouns | Text field |
title | Title | Text field |
website | Website | Text field |
notes | Notes | Text field |
roles | Roles | Separate multiple by commas (orange,apple,pear) |
tags | Tags | Separate multiple items by commas (orange,apple,pear) |
Field reference for ** fields
If you aren’t sure what to enter for the fields marked with an asterisk (**), use the options and examples below:
Address Label**
Defaults to Primary if not specified.
Contact Type**
Individual (default)
Company
Joint Account
Trust Foundation
Email Label**
Defaults to Primary if not specified.
Honorific**
It will be blank if nothing is entered and imported.
Example:
Mr.
Ms.
Dr.
The Honorific field is also a caption formatter that can be included in email greetings. You can manage these settings under Settings > Email.
Example:
If the contact’s honorific is set to Ms., in your email greeting, it will display as:
"Hi Ms. Jade,"
Phone Label**
Defaults to Primary if not specified.
