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
email 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.

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