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Contact Import Field Reference

Reference for all supported fields when importing contacts into ARTERNAL, with details on required and optional columns.

Kalila Richards avatar
Written by Kalila Richards
Updated over 2 months ago

Here’s a complete list of supported columns when importing contacts via CSV. Any optional fields left blank will be ignored or set to their default values where noted.

For importer field names marked with “**”, see the reference section below for details on what can be entered and where the data will appear on the contact profile in ARTERNAL.

Supported Fields

Spreadsheet Column Name

Importer Field Name

Notes

address_label

Address Label**

Defaults to “Primary” if not filled

assigned_to_user

Assigned to User

Must be the email of an existing ARTERNAL user

assigned_to_list

Assigned to List

Name of an existing contact list in ARTERNAL

company

Company

Text field

contact_type

Contact Type**

Defaults to Individual. Other options: company, joint account, trust foundation

first_name

First Name

Text field

last_name

Last Name

Text field

document_url

Document URL

Uploads a document to the contact. Must be a valid URL with http/https (e.g. https://pdfobject.com/pdf/sample.pdf)

email

Email

Text field

email_label

Email Label**

Defaults to “Primary” if not filled

secondary email

Secondary Email

Text field

secondary email label

Secondary Email Label**

Text field

honorific

Honorific**

Text field

lead_status

Lead Status

Defaults to Cold if not specified

middle_name

Middle Name

Text field

phone_home

Phone

Text field

phone_label

Phone Label**

Defaults to “Primary” if not filled

primary_city

City

Text field

primary_country

Country

Text field

primary_state

State

Text field

primary_street

Street

Text field

primary_address2

Street Line 2

Text field

primary_zip

Zip

Text field

pronouns

Pronouns

Text field

title

Title

Text field

website

Website

Text field

notes

Notes

Text field

roles

Roles

Separate multiple by commas (orange,apple,pear)

tags

Tags

Separate multiple items by commas (orange,apple,pear)


Field Reference for “**” Fields

If you aren’t sure what to enter for the fields marked with an asterisk (**), use the options and examples below:

Address Label**

Defaults to Primary if not specified.


Contact Type**

  • Individual (default)

  • Company

  • Joint Account

  • Trust Foundation


Email Label**

Defaults to Primary if not specified.


Honorific**

It will be blank if nothing is entered and imported.

Example:

  • Mr.

  • Ms.

  • Dr.

The Honorific field is also a caption formatter that can be included in email greetings. You can manage these settings under Settings > Email.

Example:

If the contact’s honorific is set to Ms., in your email greeting, it will display as:

"Hi Ms. Jade,"


Phone Label**

Defaults to Primary if not specified.


If you have any questions, feel free to reach out via chat or email us at support@arternal.com — we’re happy to help!

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