How can I import details of People?
Simply head over to the Account > Data section of Moobiz and click the CSV link for People.
You can import (and export of course!) your data as standard CSV files. The structure of the fields are described below and we recommend downloading the example to help you get started.
Example (download)
| Forename | Surname | Email Opted-in? | Phone | Mobile | Fax | Extension | Address | Street | District | Town | County | Postcode | Country | Company | Job Title | Tags | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John | Smith | j.smith@test-domain.com | N | 01234 567 890 | 07123 456 789 | 01234 567 891 | 123 | 20 | High Street | Newport | Gwent | NP1 4AA | GB | Acme Co. | Rocket Tester | newport,rockets,tester |
Notes
All columns must be present in the file and the first row must contain the column headings.
- Forename
- Required. Maximum 64 characters
- Surname
- Optional. Maximum 64 characters
- Maximum 128 characters
- Email Opted-in?
- Y or N character
- Phone
- Maximum 32 characters
- Mobile
- Maximum 32 characters
- Fax
- Maximum 32 characters
- Extension
- Maximum 8 characters
- Address
- Maximum 48 characters
- Street
- Maximum 48 characters
- District
- Maximum 48 characters
- Town
- Maximum 32 characters
- County
- Maximum 32 characters
- Postcode
- Maximum 16 characters
- Country
- ISO 3166 2-character country code (GB, US etc.)
- Company
- Maximum 64 characters. Creates a company in your account (or reuses one with identical name) and then links this person to that company.
- Job Title
- Maximum 64 characters
- Tags
- Comma separated