Import contacts from a spreadsheet

When importing a spreadsheet, you need to match each column from your file to the correct field in Daylite. This ensures your data is imported correctly and appears where you expect it.

Watch a step-by-step guide on how to import from a spreadsheet file or follow the steps outlined below.

Step to Import Delimited Data

Select your import file

1. Open Daylite, from the File menu, select Import from spreadsheet (csv/tab).

2. Using the Import from Spreadsheet window, choose your CSV file.

   
   

Map each column to a field

1. To help choose the best destination, click Preview to review the information stored in Source columns

2. In the Source column, you’ll see the fields from your file. Click the corresponding field in the Destination column and select the correct Daylite field (e.g., First Name, Last Name, Primary Email Address).

   Note ℹ️

   • For fields representing dates such as birth date, date last modified, start date, end date, learn more about setting the correct format.
   • If you can’t find a suitable Destination field for the information you’re importing into Daylite, consider using the destination Extra field, or Add Form.
3. Repeat this for each column you want to import.
4. If a column doesn’t match a Daylite field or isn’t needed, leave the Destination blank to exclude it from the import
5. Once your columns are mapped correctly, click Import to bring your data into Daylite

Things to keep in mind

• A Last Import list will automatically be created in Daylite with all your newly imported entries; deleting this list will not delete the records you imported.
• Column headers should represent your data.  Unstructured data leads to bad imports. The first name column should contain only first names.
• Check for potential formatting issues. Search for comma's in your CSV file, or tabs in fields in your tab separated text file, and make sure the data is structured correctly.
• Remove leading and trailing spaces. Check for any extra spaces before or after values in your import file and remove them to ensure clean, accurate data.
• Field Wrappers usually don’t need to be changed. If your data was exported from Excel or Numbers, leave this setting as ” “ unless your file uses custom wrappers. Learn more about Field Wrappers here.