• Columns must be in the order shown on the spreadsheet (Attached), but the names are not as important. If there's no data in the column, it can be deleted.
  • Imports can be individuals only
  • For the Phone Type they have the following options available (Home, Mobile, Work)
  • Gender can be either (Male, Female) or (M, F).
  • Our import logic matches on first name, last name and date of birth.
  • Export has to be CSV file, not Excel (Save Excel spreadsheet file as a CSV, then send the CSV to BestNotes Support).