If your data has these fields…

Match it to this during import…

And it will appear here in GrowthZone…

Data to be imported

Import Template field name

Field Name in GrowthZone

Prefix

Prefix

Prefix

First Name (Required)

First Name

First Name

Middle Name

Middle Name

Middle Name

Last Name (Required)

Last Name

Last Name

Common Name

Common Name

Common Name

Suffix

Suffix

Suffix

Title

Title

Title

Account Number

Account Number

Account Number

Individual Phone 1

Phone Work

Phone; Type = Work

Individual Phone 2

Phone Main

Phone; Type = Main

Individual Phone 3

Phone Home

Phone; Type = Home

Individual Fax

Fax

Phone; Type = Fax

Individual Email 1

Email Work

Email; Type = Work

Individual Email 2

Email Personal

Email; Type = Personal

Individual Email 3

Email Other

Email; Type = Other

Individual Website

Website Homepage

Web Address; Type = Homepage

Individual Social Site 1

Social Site One

Web Address; Type = Social Site

Individual Social Site 2

Social Site Two

Web Address; Type = Social Site

Individual Social Site 3

Social Site Three

Web Address; Type = Social Site

Individual Address
(Physical & Mailing)

Physical and Mailing Address

Address Line 1; Type = Physical and Mailing

Individual Address 2
(Physical & Mailing)

Physical and Mailing Address 2

Address Line 2; Type = Physical and Mailing

Individual City
(Physical & Mailing)

Physical and Mailing City

Address City; Type = Physical and Mailing

Individual State
(Physical & Mailing)

Physical and Mailing State

Address State; Type = Physical and Mailing

Individual Postal Code
(Physical & Mailing)

Physical and Mailing Postal Code

Address Postal Code; Type = Physical and Mailing

Individual Country
(Physical & Mailing)

If left blank, the import will automatically import your default country which is determined under Setup>Misc>General Settings

Physical and Mailing Country

Address Country; Type = Physical and Mailing

Individual Address
(Physical only)

Physical Address

Address Line 1; Type = Physical

Individual Address 2
(Physical only)

Physical Address 2

Address Line 2; Type = Physical

Individual City
(Physical only)

Physical City

Address City; Type = Physical

Individual State
(Physical only)

Physical State

Address State; Type = Physical

Individual Postal Code
(Physical only)

Physical Postal Code

Address Postal Code; Type = Physical

Individual Country
(Physical only)

If left blank, the import will automatically import your default country which is determined under Setup>Misc>General Settings

Physical Country

Address Country; Type = Physical

Individual Address
(Mailing only)

Mailing Address

Address Line 1; Type = Mailing

Individual Address 2
(Mailing only)

Mailing Address 2

Address Line 2; Type = Physical and Mailing

Individual City
(Mailing only)

Mailing City

Address City; Type = Physical and Mailing

Individual State
(Mailing only)

Mailing State

Address State; Type = Mailing

Individual Postal Code
(Mailing only)

Mailing Postal Code

Address Postal Code; Type = Mailing

Individual Country
(Mailing only)

If left blank, the import will automatically import your default country which is determined under Setup>Misc>General Settings

Mailing Country

Address Country; Type = Mailing

Notes

Notes

Notes on the Individual’s More Info tab

Gender

Valid options:

Male

Female

Note: Other custom entries added in your database under Setup>Misc>Genders are currently not supported. Those would manually need to be changed after import.

Gender

Gender

Primary contact of the business

Is this individual the primary contact of the associated business? (Applies only if being matched to an org upon import)

Valid options:

T, True, Y, Yes

F, False, N, No

An empty field will act like false as well

Is Primary Individual

If this individual is matched to an business during import, if this value is set to Y, Yes, T, or True, then this contact will be set as the Primary Contact of the matching business

Custom data

Make sure that the custom field exists in GrowthZone first.

Select the desired GrowthZone custom field(s) on the Optional Columns step on the Import screen.

Data will appear in the selected custom field.

Data that belongs in a GrowthZone list

Make sure that the category list exists in GrowthZone first. The fields within the list must be exist in GZ as well. i.e. the import will not create new entries if they do not exist.

Select the desired GrowthZone category list(s) on the Optional Columns step on the Import screen.

Data will appear in the selected category list.

Tags. The tags mus exist in the database. The import will not create new tags

Tag

Tags will appear on the contact Overview tab.

Membership Data

Membership Type. The type must exist in the database. An import cannot create a new membership type. 

Membership Type

Membership Type is avaiable for individuals only

Membership Level. The level must exist in the database. An import cannot create new levels

Membership Level

Membership Level

Membership Start Date

Membership Start Date

Membership Start Date

Membership Expiration Date

Membership Expiration Date

Membership Expiration Date