Format a spreadsheet for mass import

When using our mass import tool to import a spreadsheet, be sure to have row 1 as your header row, listing the column names. This will help CATS auto-detect which columns match to which fields and also make it easier for you to change this during the mass import process.

First Name Last Name Email Cell Phone
David Henderson david@example.com (555) 624-1768
Janice Jacobs janice@example.com (555) 748-8371
John Allan john@example.com (555) 985-5954

and so on...

Be sure to separate fields like name and location into separate first name, last name, city, and state columns.