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.
This is the email address of your contact. The field is required.
Header Options
We support storing a physical address of a contact. Revaluate only has a single field for the entire address. We can import the entire address at once or take each part and will combine it in the backend.
The name of the contact can be uploaded either as a single field containing first and last names or in separate columns.
You can upload a phone number for your contacts.
Header Options
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
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
If you have access to the contact's salary, you can import that as well.
Header Options
You can also import the contact's Job Title if available.
Header Options
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
