Skip to content

CSV Specification

File Format

  • Encoding: UTF-8 (with or without BOM)
  • Delimiter: Comma (,)
  • Header row: Required — must be the first row
  • Quoting: Values containing commas must be enclosed in double quotes

Required Columns

Column Type Required Description
Name string Yes Person's full name. Split on the first space into first name / last name. Used as CommonName for duplicate detection.
Address string No Single-line street address. Automatically parsed into street, city, state/province, and postal code.
Phone string No Phone number (any format). Stored as type "Mobile".
Email string No Email address. Stored as type "Home".
Birthday date Yes Date of birth. Used to calculate all scheduled access level date ranges.

Date Formats

The Birthday column is parsed using CultureInfo.InvariantCulture. Common accepted formats:

  • MM/dd/yyyy — 03/15/2010
  • yyyy-MM-dd — 2010-03-15
  • M/d/yyyy — 3/15/2010

Address Parsing

The Address column is parsed from right to left:

  1. Postal code — 5-digit US zip (62701), zip+4 (62701-1234), or Canadian postal code (M5V 2T6)
  2. State/Province — 2-letter abbreviation (IL, ON)
  3. City — text after the last remaining comma
  4. Street — everything before the city

Examples

Input Street City State Zip
123 Main St, Springfield, IL 62701 123 Main St Springfield IL 62701
456 Oak Ave, Apt 4B, Chicago, IL 60601-1234 456 Oak Ave, Apt 4B Chicago IL 60601-1234
789 Maple Road, Toronto, ON M5V 2T6 789 Maple Road Toronto ON M5V 2T6
123 Main Street 123 Main Street (empty) (empty) (empty)

Example File

Name,Address,Phone,Email,Birthday
John Smith,"123 Main St, Springfield, IL 62701",555-123-4567,john.smith@example.com,03/15/2010
Jane Doe,"456 Oak Ave, Columbus, OH 43215",555-987-6543,jane.doe@example.com,07/22/2008
Bob Johnson,"789 Elm Blvd, Denver, CO 80202",555-456-7890,bob.j@example.com,11/30/2015

Tips

  • Close the CSV file in Excel before importing — Excel locks files and the import will fail with a "file in use" error
  • Ensure names are consistent — duplicate detection matches on the exact Name value
  • Empty rows at the end of the file are ignored
  • Extra columns beyond the five defined columns are ignored