This is an article that discusses the data structure of Lightfolio's contact database, which columns/fields are required, which are optional, and which are not allowed.
For a more detailed guide on how to import your contacts, see How Can I Import My Lightfolio Contacts?
Note: The best way to organize your data is to download our empty contact spreadsheet template.
Make Sure You Have These Required Fields
To get your spreadsheet ready for import, it must have these three columns in order for your information to import properly to Lightfolio:
Contact Owner: This field will contain your business email address.
First Name: First name of the contact.
Last Name: Last name of the contact.
Make sure your spreadsheet’s columns have descriptive names (e.g., FirstName, LastName) to describe the information in each field.
Optional Fields
These columns are optional for you to include, but will be helpful to have:
FullName: For the full name of the person (e.g., John Doe).
CompanyName: For the person’s company name.
Email: For the person’s email address ([email protected]).
HomePhone: For the person’s home phone number.
CellPhone: For the person’s cell phone number.
WorkPhone: For the person’s work phone number.
WorkPhoneExt: For the person’s work phone number extension.
Address1: For the person’s mailing address (1 Main Street).
Address2: Extra line for the person’s mailing address.
City: For the city in the person’s mailing address.
StateProvince: For the state or province in the person’s mailing address.
PostalCode: For the postal code in the person’s mailing address.
Country: For the country in the person’s mailing address.
Columns/Fields That Are Not Allowed
If you have any other columns with information that doesn’t match the above columns and field descriptions, delete them now. Lightfolio cannot use them.
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