How to import contacts

Last updated: October 08, 2023

Whether Fetch is your first CRM or you’re moving from another system, importing helps you create records, and update your database.

Import files are spreadsheets of data used to organize your business’ relationships and processes. Before you start importing, review the relevant Fetch terms and requirements for your import files.

Glossary
  • CRM Object: the type of relationship or process that your business has, such as contacts, animals, companies, boards, products. When importing, an object is the type of dataset you’re importing.
  • Record: an individual instance of an object (e.g., “Walter White” is a contact record). In a single object import file (ex. Contacts), each row of your file represents one object record. Fetch currently inly supports a single object import.
  • Property: a field created to store information about your records. In an import, properties will match up with your file’s column headers (do not change the names of the headers).

    In this example, the object being imported is contacts. Each row represents a contact record, and each column of information represents a contact property (firstName, lastName, email).

File requirements and technical limits
  • In order for a successful import, it’s required to use the Import Contact Template Spreadsheet.
  • Only 1 sheet (do not create additional tabs on the spreadsheet).
  • Must be downloaded as a .csv file
  • Do not change the header names in Row 1. This is how Fetch knows where to put the appropriate information in the database.
  • Contain less than 1,000 rows per import
Formatting property values

Only an email is required to create a contact record. It is highly recommended to complete as many of the property values (columns in spreadsheet) as possible.

The following formatting rules are required to properly import your data:

  • Only one email address can be imported and must have “@” + the domain extension. Example: heisenberg@gmail.com
  • Phone numbers should be in the format that you wish them to read in your database. Fetch does not format the number. For U.S. based phone numbers we recommend the (xxx) xxx-xxxx format. Example: (347) 689-3677.
  • The address property only requires the address1 and zip property in order to find geolocation data for use inside Fetch. We recommend completing all fields when possible. 
    • address1: The street address. Example: 372 Fulton St
    • address2: The apt/suite/unit.
    • city: The city name
    • state: We recommend using the abbreviation of two letters for the state
    • zip: The five digit zip code
  • The referredBy property is if you know how that contact discovered your business. Example: Google Ad, Facebook, Vet
  • If the animalName property has a value an animal will be created and associated with the contact.
  • For the birthday property, this is for the birthday of the animal. It must be in the YYYY-MM-DD format. Do not a “/”, use the “-” between year, month and day in order for the import to read the data correctly. 
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