How to: Upload a Contact List | Updox Help Center

What does uploading a contact list do?

Uploading a contact list adds many contacts to your Updox Address Book at once, so you don't have to enter them one by one.

Important: Keep the template format exactly as it is. Don't add, remove, or reorder columns. See "What goes in each column?" below.

Make sure Updox Standard Maps and Contacts are still selected in the two dropdowns.
Click Choose File and select your .csv file.

Important: Make sure that ‘Updox Standard Maps’ and ‘Contacts’ are still selected in the two previous dropdown fields.

Your file first shows under Unprocessed Files.

When processing is finished, it moves to Processed Files automatically.

Column	What to enter
Patient ID	A unique ID you choose for each contact. It's labeled Patient ID, but you can use it for any contact. It lets you update the same contacts later by uploading a new list.
Fax number	A 10-digit fax number. Don't include a 1 at the beginning.
Zip code	Use the same format as the sample in the template.
EHR Account ID	Usually not needed. Leave it blank.
EHR Contact Location ID	Usually not needed. Leave it blank.
DOB	Usually not needed for contacts. Leave it blank.

Check these common problems:

Wrong column order. Columns must be in exactly the same order as the template.
Zip code format. Zip codes must match the format in the template sample.
Fax numbers with a 1 at the start. Fax numbers must be exactly 10 digits. Remove any leading 1.
Wrong file type. Save your file as a .csv, not an Excel (.xlsx) file.
Wrong dropdowns. Make sure Updox Standard Maps and Contacts are selected before you upload.

Yes. Use the same Patient ID for each contact in your new list, then upload it again.