Uploading Contacts

The Details

You can upload contacts to your Revaluate account via CSV or Excel format.

Your CSV or Excel file must contain a header row describing what each column contains. While the only required column is an email address, we do support other columns which can be useful. You may leave any unmatched columns in your file and they will just be ignored.

Below is the list of supported columns with a brief description and the possible varations in naming for the header. Casing is not important but spaces and underscores are.

Email Address (required)

This is the email address of your contact. The field is required.

Header Options
  • Email
  • Emails
  • Email1
  • Email Address
  • Email 1

  • Primary Email
  • Home Email
  • Work Email
  • EmailAddress
  • Additional Email

  • Address

    We support storing a physical address of a contact.

    Header Options
    • Address Line 1
    • Address Line 2 (Apartment, Suite, Unit etc.)
    • City
    • State
    • Postal Code


    The name of the contact can be uploaded either as a single field containing first and last names or in separate columns.

    Single Column Header Options
    • FullName
    • Full Name
    • Name
    Multi-Column Header Options
    • First Name
    • FirstName
    • OwnerFName
    • Primary FirstName
    • Given Name
    • Borrower First Name
    • Last Name
    • LastName
    • OwnerLName
    • Primary LastName
    • Family Name
    • Borrower Last Name

    Phone Number

    You can upload a phone number for your contacts.

    Header Options
    • Phone
    • Phones
    • Phone Number
    • PhoneNumber
    • Number
    • Phone 1
    • Borrower Cell Phone

  • Mobile Phone
  • Phone Numbers
  • Cell Phone
  • Home Phone
  • Work Phone
  • Mobile Number

  • Tags

    You can apply tags to each contact in your list by assigning them to a column with a header value matching one of the following:

    Header Options
    • Tags
    • Tag

    External ID

    The External ID field is used to map records in Revaluate to records in an external system. The unique ID from the external system can be imported into the Revaluate contact record for easy matching later on.

    Header Options
    • External ID
    • ExternalID


    If you have access to the contact's salary, you can import that as well.

    Header Options
    • Salary

    Job Title

    You can also import the contact's Job Title if available.

    Header Options
    • Job Title
    • JobTitle

    Date Of Birth

    If you have access to the contact's DOB, you can import that and we'll set the age based on that value.

    Header Options
    • DOB