- 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).
Modified on: Wed, Jan 23, 2019 at 10:15 AM
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