Mapping tells EasyDigz which of your columns holds which piece of information. It guesses first, and you confirm.
Bulk Upload Contacts
Import contacts from a CSV or Excel file.
| EasyDigz Field | Your File Column |
|---|---|
| First_Name * | first_name |
| Last_Name * | last_name |
| Email * | |
| Phone | mobile |
| Billing_City | city |
| Birthdate | Skip |
5 of 6 columns matched automatically. Nothing imports until you confirm.
The table lists the EasyDigz field on the left and asks which of your columns feeds it, not the other way round. Once you see it that way the screen makes sense immediately.
#What it detects on its own
Names, whether one column or separate first and last, email addresses, phone numbers, secondary phone numbers, birthdates, countries as names or codes, ZIP codes and billing addresses, plus firm license numbers, firm email addresses, business names, websites, and employee counts. It copes with different date formats and address conventions, and works even when your file has no header row.
#Fixing a wrong guess
- 1
Find the EasyDigz field in the list.
- 2
Change the dropdown to the correct column from your file.
- 3
Set anything you do not want to Skip.
An unmapped field is not an error, plenty of imports have no birthdate.
- 4
Continue when the table reads correctly.
#Separate first and last name columns
If your file splits them, they can be combined into a single full name during mapping, you do not need to merge the columns in your spreadsheet first. Files with separate First Name and Last Name columns import exactly as before.
#One combined name column
If your file has a single name column, such as *Name* or *Full Name*, each name is split into first and last name on import, and the preview shows the result before you import. Emails then greet contacts by their first name, not their full name.
| In the file | First name | Last name |
|---|---|---|
| John Smith | John | Smith |
| Smith, John | John | Smith |
| Dr. Mary Ann Lee | Mary Ann | Lee |
| Robert Jones Jr. | Robert | Jones Jr. |
| Juan de la Cruz | Juan | de la Cruz |
| Cher | Cher | *(blank)* |
- Titles such as Mr. and Dr. are dropped.
- Suffixes such as Jr. and III stay with the last name.
- Middle names stay with the first name.
Splitting follows common patterns, so check unusual name formats in the preview before importing. Contacts imported before 28 October 2026 with their full name in First Name are not corrected; they keep it until edited.
#Which fields matter
| Field | Importance |
|---|---|
| The most important. It is how you email them and how duplicates are detected | |
| Name | Needed for anything personalised |
| Phone | Useful, optional |
| Secondary Phone | Optional, a backup contact number |
| Birthdate | Only needed if you plan to use the birthday trigger |
| Address fields | Useful for geographic segmenting |
| Firm License Number | Useful for brokers and agents who need a license number on file |
| Firm Mailing Address (Email) | Optional, a separate email for firm-level correspondence |
| Business Name | Useful for business or brokerage contacts |
| Website | Optional, the contact’s business site |
| Employees | Optional, useful for segmenting by company size |
Mapping is a preview. You can go back, change it, and see the effect before a single record is created.