Sending your contact file
My file is formatted and ready to go... I'm ready to send it now...
Select the way to want to send your file...
- Upload through our Dashboard >>
- Send us your contact list via FTP (contact [email protected])
OR...
Learn more about formatting...
Sending us your contact data is simple -- select the appropriate columns from your contact manager, export your list, then upload your file or send it via email or FTP.
Exporting your file
Prior to exporting a list from your contact manager, It's important to select the fields (columns) that will map to the standard Accurate Append input fields. This doesn't mean your fields must be named identically to ours, only that there is one column for each of the standard types of contact data -- first name, phone number, email, and so on, as follows.
Standard Accurate Append Input Fields
- first name
- last name
- street number
- street name
- city
- state
- US postal code
- phone number
From your contact manager, export your list as a .txt, .csv, or .xls file, whichever you prefer. If the export process asks for a separator character, use a comma or 'comma-delimited').
You should get a .txt or .csv file that can be viewed in Windows Notepad, Mac, or on either platform if you look at your file in Microsoft Excel or Google Sheets and will look something like the file below,
Input File FAQs
Do the fields/columns have to be in a particular order?
NO. But if the system maps your fields to the standard Accurate Append fields, it will privilege the farthest left fields, i.e. those that come first, when it has to decide which of multiple similar fields to map.
Do the fields/columns have to be in a particular order? NO.
Do the fields/columns have to be named exactly like your list?
NO. But you will need a similar field in your data. For instance, a contact's first name might be in a column called "fname" in your contact manager, but you'll need to map that to "first name" in the dashboard.
Do the fields/columns have to be named exactly like your list? NO. But you will need a similar field in your data. For instance, a contact's first name might be in a column called "fname" in your contact manager, but you'll need to map that to "first name" in the dashboard.
Should the field/column names be included in the file I send?
YES. That will help get the mapping right.
Should the field/column names be included in the file I send? YES. That will help get the mapping right.
What do you mean by mapping?
Mapping is just the act of assigning each field/column in the input file to one of the standard fields listed above. It's simple and intuitive.
What do you mean by mapping? Mapping is just the act of assigning each field/column in the input file to one of the standard fields listed above. It's simple and intuitive.
When is mapping done and who does it?
If you send us your file via FTP, the system will try to map your fields automatically. If you want to use the Dashboard from our website, the point-and-click wizard makes it simple to map your fields to the standard system fields.
When is mapping done and who does it? If you send us your file via FTP, the system will try to map your fields automatically. If you want to use the Dashboard from our website, the point-and-click wizard makes it simple to map your fields to the standard system fields.
What if I have multiple email addresses or phone numbers for my clients?
Select the primary one. Use your best judgement.
What if I have multiple email addresses or phone numbers for my clients? Select the primary one. Use your best judgement.
What if I have first and last names in the same field?
They should be separate.
What if I have first and last names in the same field? They should be separate.
Do we have have to convert our massive legacy data that's not in comma delimited format?
NO. Accurate Append has worked with every type of data file. While our default process requires comma-delimited text, we can accommodate other file types as well. Contact us directly for a free consultation.
Do we have have to convert our massive legacy data that's not in comma delimited format? NO. Accurate Append has worked with every type of data file. While our default process requires comma-delimited text, we can accommodate other file types as well. Contact us directly for a free consultation.
Ready to send us your file?
Send it now by uploading to the dashboard...
OR
FTP
(If you're not familiar with FTP, use the first method.)
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Updated 13 days ago