How to Create a CSV File for Importing to your Address Book

To create your own CSV File for Importing into the RealConnex Address Book feature, open your favorite spreadsheet program like Microsoft Excel or Google Sheets.

Step 1:

Create the fields you need to import for your Contacts.  Fields include the following:

  • First Name
  • Last Name
  • Company
  • Job Title
  • Email
  • Phone
  • Address
  • URL
  • Note

Step 2:

Fill in the fields for all of your Contacts or Copy & Paste the information from your other spreadsheet(s) if you have one available.

Your spreadsheet should look like this (as shown in illustration below):

Step 3:

Save your spreadsheet as a CSV file.  Please note, the "File Type" you must select is commonly listed as "CSV (Comma delimited) (as shown in illustration below):

After you Save, your CSV file is now ready to be used for importing into your RealConnex "Address Book" feature!

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