How should I format my fields to successfully upload them to my database?

How should I format my fields to successfully upload them to my database?

You can use the format below for each type of field to ensure a successful import.

There is a template that you can download attached to this article. Please note that you can only create and import custom fields using the Enterprise plan.

Title
Type
Format
Example
Notes
Email*
Default
Valid email
example@ex.com
Ensure it is a valid email format without any extra spaces and there must be an "@" and "." in the string of text. This is a required field.
First Name*
Default
StringJaneThis is a required field.
Last Name*
Default
String
DoeThis is a required field.
Phone Number
Default
Integers
1231231234Ensure that you only include valid integers without any spaces, dashes or parentheses.
Profile picture
Default
URL
http://domain/media/files/database/attachments/810653cc-8547-49c0-8bed-e3bc0fc41106.png
This will need to be a valid image. It is mostly relevant if you are exporting this data from a different software. Otherwise, we recommend adding profile pictures individually.
Date of Birth
Default
Date (YYYY-MM-DD)
1996-01-15
Please make sure it is the correct date format. You can change this on Excel if needed.
Gender
Default
Integer (0=Male, 1=Female, 2=Other, 3=rather not say)
0
You must use an integer to represent the gender for each user. If you would like to indicate a custom gender, you can input 2, and then add a new field for Gender text (see below).
Gender Text
Default
String
Genderfluid
This field is only permitted if you have the user's gender equal to 2 from the row above.
Occupation
Default
Integer (0=Student, 1=Professional, 2=Retiree, 3=Other)
0

You must use an integer to represent the occupation for each user. For student and professionals, if you would like to indicate an organization associated with them,  you can add that as a subsequent field (see below).
Organization
Default
String
Harvard University
This field is only permitted if you have the user's Occupation equal to 1 or 2 from the row above.
Address
Default
String
298 Bd Décarie Montréal, QC H4N 2M2, Canada

You can include any string of text here.
Emergency Contact (Name)
Default
String
Ryan
Emergency Contact (Phone #)
Default
Integers
15009008000

Emergency Contact (Relationship)
Default
String
Father

General
Custom field
String
Any string of text
You can include any string of text here.
Number
Custom field
Integers
99
You can include any number here.
Single selection
Custom field
String
Blue
You must ensure that the value entered is a valid option for this field. 
Multiple selection
Custom field
String
Blue,Green
You must ensure that the values entered are valid options for this field. 
Date
Custom field
Date (YYYY-MM-DD)
1998-08-12

Email
Custom field
Valid email
sample@email.com

Attachment
Custom field
URL
http://domain/media/files/volunteer-database/attachments/810653cc-8547-49c0-8bed-e3bc0fc41106.png
This will need to be a valid attachment. It is mostly relevant if you are exporting this data from a different software. Otherwise, we recommend adding attachments individually.
URL
Custom field
URL
domain.com
You must include a valid URL.
Unique ID
Custom field
String
928938983-ab0938
Any string of text, integers or special characters will work. However the value must be unique for each user in your database.
Boolean
Custom field
Boolean (True, False)
True
This is exclusively for True or False values. Can also be used for Yes or No type of fields.


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