How to Import Contacts - Mac

⚠️Before You Start⚠️

• CSV header (first row) must be bolded  - verbiage cannot be changed.

• Required columns:

  1. Contact Type (A) — Lead, Customer, or Other

  2. First Name (B) — placeholder allowed if unknown

  3. User Email (S) — must match the email of an existing RepCard user exactly

• Optional: All other columns remain in file.

• Map pins require either:

  • Full address (Street, City, State, Zip) OR

  • Latitude & Longitude (lat/long overrides address if both provided)

• Date Contact Was Created: YYYY-MM-DD

• Contact Status:

  • Leave blank → default status assigned

  • Enter value → RepCard creates a new status with that name

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Step 1: Log in

• Open app.repcard.com in a browser and log in.

• Go to Contacts from the left-hand menu.

Step 2: Download Sample CSV

• Click Import → Download Sample.

• On Mac, this may open as a Numbers file → upload to Google Drive and open as Google Sheets.

Step 3: Prepare CSV

• Bold the header row.

• Fill in required columns, especially ensuring User Email matches the RepCard user email exactly.

• Optional columns can be filled, including address or lat/long for map pins.

• Verify date format (YYYY-MM-DD) and email addresses.

Step 4: Export CSV

• From Google Sheets: File → Download → Comma-separated values (.csv)

Step 5: Upload CSV

• Back in RepCard: Contacts → Import → select CSV → Upload

Step 6: Verify Import

• Import status popup shows success or errors.

• Errors? Check required fields, date format, and CSV formatting.

Please reach out to [e-mail] if you have any questions.