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CSV Import Best Practices

How to format your file to ensure a smooth, error-free import

Uploading a clean CSV helps your contacts import faster and prevents skipped or missing records. Follow these guidelines before uploading your file.

✅ Required Fields

Every row must include the minimum information below. 
If required fields are missing, the contact will be skipped during import.

Field Required
First Name ✅
Last Name ✅
Street Address ✅
City ✅
State ✅
Zip Code ✅
Phone or Email ✅ At least one

Important:
If both phone and email are missing, that contact will be skipped.

🧹 File Formatting Rules

Rule Why
Use the provided template Ensures correct column order
Do not rename headers System matches columns by name
Remove blank columns Prevents import errors
Remove special characters (* / \, etc.) Prevents import errors
Remove formulas or styling Only plain text should be included
Save as .CSV  Required file type

✂️ Before Uploading Checklist

Quick 30-second review:

    • No empty rows

    • No merged cells

    • No bold/colored formatting

    • No extra tabs or sheets

    • Phone numbers formatted consistently

    • At least one contact method per row

🚫 Common Issues & Fixes

Issue Cause Fix
Contacts skipped Missing Required Field Update contact information
Import fails Headers changed Re-download template
Weird characters Copied formatting Paste as plain text
Extra columns appear Hidden/blank columns Delete unused columns
Partial imports Blank rows Remove empty lines

💡 Pro Tips

  • Start with a small test file (10–20 rows) first

  • Use bulk delete if you need to re-upload

  • Keep one master spreadsheet for easy updates

  • Imports and property enrichment use 0 credits

Need Help?

Contact support@glasshouse.biz or share your CSV with our team and we’ll take a look.