Import Format
The Person import requires data to be uploaded in a valid CSV file format. Any
values that need to be escaped in this format should be enclosed in
double-quotes (")
.
The following column headings should be present in the first row:
Heading | Alternate heading | Content | Required |
---|---|---|---|
forename | Forename of the Person | Yes | |
surname | Surname of the Person | Yes | |
title | salutation | Title (e.g. Mr, Dr, Rev) | No |
middle_names | Middle name(s) of the Person | No | |
telephone | Primary telephone number for the Person | No | |
telephone_secondary | Secondary telephone number for the Person | No | |
address | Either a CXM address reference OR a UPRN for the address of the Person. | No | |
A valid email address for the Person. Where the Create user accounts for imported people option is enabled, inclusion of this for a row will also result in a User record being created for the Person and the User will be sent an email invite. |
No |
Any additional columns in the CSV file will be ignored.