UpHabit’s CSV upload feature enables you to import your contacts through a Comma-Separated Value (.CSV) file. This is a fast and easy way to get your data into UpHabit!
In this article, you’ll learn how to download the template, prepare the template and update or add contacts to UpHabit.
Download the template
First, begin by downloading the UpHabit template. The template can be found by tapping on the arrow beside Add Contact and choose Download CSV Template.
Preparing your csv file for upload
The second step in the process is to prepare your csv file for upload. The headers are already setup for you so all you have to do is fill in the details. We support the ability to Add New contacts or Update Existing contacts.
We support the following fields
first_name
last_name
initials
middle_name
maiden_name
prefix
suffix
phonetic_first_name
phonetic_middle_name
phonetic_last_name
phonetic_prefix
phonetic_suffix
description
title
company
phone_label_1
phone_1
email_label_1
email_1
website_1
birthday YYYY-MM-DD
linkedin_1
facebook_1 *we only support URL's at the moment
twitter_1 *we only support URL's at the moment
instagram_1 *we only support URL's at the moment
whatsapp_1 *we only support URL's at the moment
youtube_1 *we only support URL's at the moment
telegram_1 *we only support URL's at the moment
skype_1 *we only support URL's at the moment
tags *You can add several tags by placing a comma between each
IMPORTANT NOTES FOR UPDATING CONTACTS:
Updating contacts via CSV are a little trickier. Please note the important notes when updating a contact from a CSV file as to avoid any duplicated details: When uploading a CSV file to update an existing contact in UpHabit:
The contact in the file needs to match with the contact in UpHabit. To do that, you need to have the First name, Last name, and email address to be the same between the CSV file and UpHabit
Additional name fields: If additional name fields (initials, prefix, suffix, etc…) are different in the CSV file than UpHabit, the existing contact will be updated to reflect the CSV file.
Description/Title/Company: if the fields in the CSV file are different than in UpHabit, the existing contact will be updated to reflect the CSV file.
Phone number: if the fields in the CSV file are different than in UpHabit, the existing contact will include a new phone number. Existing phone numbers will not be removed. You do not need to include phone numbers already existing in UpHabit as they will be duplicated.
Email: The email field is required in order for the contact to be identified between the CSV file and in UpHabit.
Website + Social profiles: if the fields in the CSV file are different than in UpHabit, the existing contact will include the new social links. Existing links will not be removed. You do not need to include links that are already existing in UpHabit as they will be duplicated.
Upload your contacts to UpHabit
Now that you have prepared your template, it's time to upload it.
Before you upload the file, please ensure the file is saved as a .csv file. There's no maximum number of contacts you can have in your file however the maximum file size is set to 20mb.
Hover over to Add Contact and click on the arrow and choose Upload CSV.
Once we've completed processing the csv file, we will send you an email.
By default, you will find your new uploaded contacts in the Relationships tab.
