Import an Address book

Video of steps taken (Best viewed full screen in 1080p)
NOTE: The file type used is CSV with first row being the Header or column names.
File layout fields are as follows:
  • Full Name - Company, Full name, or First and Last Name Required
  • First Name - Company, Full name, or First and Last Name Required
  • Last Name - Company, Full name, or First and Last Name Required
  • Email - optional but used to send shipment info
  • Phone - required for international
  • Company - Company, Full name, or First and Last Name Required
  • Street 1 - Required
  • Street 2 - used for Apt or suites
  • City - Required
  • Postal (zip code) - Required
  • State - Required
  • Country - Note Required if missing defaults to USA
Select "Address Book" from the left side menu
 
Click the upload button
 
Click "Choose File"
 
Navigate to the file and Click "Open"
NOTE: The file type used is CSV with first row being the Header or column names.
File layout fields are as follows:
  • Full Name - Company, Full name, or First and Last Name Required
  • First Name - Company, Full name, or First and Last Name Required
  • Last Name - Company, Full name, or First and Last Name Required
  • Email - optional but used to send shipment info
  • Phone - required for international
  • Company - Company, Full name, or First and Last Name Required
  • Street 1 - Required
  • Street 2 - used for Apt or suites
  • City - Required
  • Postal (zip code) - Required
  • State - Required
  • Country - Note Required if missing defaults to USA
 
Select the drop down for each import field.
The drop-down boxes will contain the header or column names.
If the field is not used you must select "--No Matching Property--" from the import fields drop down.
 
Once all field are matching click the "Import" bottom of pop-up window
 
You will see a progress bar at bottom of window