The minimum data requirements for uploading new records is first name and last name in separate columns, mailing address, and property address.
Tip: Try to clean records as much as possible before upload. If you're missing some required information, you can still upload these records. Create column headers for the data requirements and leave the rows blank for any missing information. These records will upload as incomplete.
How to Organize your Phone Number Columns
When uploading a list with phone numbers, create one phone column for each number associated with the record. Label the Phone number columns as Phone 1, Phone 2, Phone 3, etc. up to Phone 10
How to Organize Phone Type and Phone Tag Columns
To upload a list with Phone Types and Phone Tags, create a phone type and phone tag column for each phone number associated with the record and label as Phone Type 1, Phone Tag 1, Phone Type 2, Phone Tag 2, etc. up to 10.
We can map the following phone types on upload:
We do not map Residential or Cell phone types. If you map these on upload they will be considered Unknown. To map correctly, change Residential to Landline and Cell to Mobile in your csv file before uploading.
The list of acceptable phone types and recommended phone tags are listed in the Sift Dojo from within your account, under Uploading Status/Phone Type Options / Phone tags
Answering the Let's Stay Organized Questions
We use the information in the Let's Stay Organized section of upload to add auto-tags and determine skip trace status. When uploading a list with numbers, choose Yes, data contains phone numbers and answer where it was skip traced and the date.
Mapping and Review
If you've labeled the Phone Number, Phone Type, and Phone Tag columns as shown in this article, these columns should auto-map to the correct columns on upload.
Always review your upload. Reviewing can help prevent mistakes and save you time on account cleanup later.