We recommend using our example csv as a framework for uploading contacts to Simple Sam in bulk.
Simple Sam supports the import of content via csv spreadsheets that are saved with UTF-8 encoding.
If you’re unfamiliar with how to get your spreadsheet into the correct format, please check out our instructions below or download our sample csv. We recommend using Google Sheets or Numbers for best results. We do not recommend Excel for .csv files.
To import a new csv file for your contacts, you can either omit commas (by finding all and deleting) or by saving the spreadsheet as a csv file — you can usually find this in every program under “Save As” and then save the file as a .csv with UTF-8 encoding.
If you use Excel
We do not recommend using Excel for exporting to .csv as it tends to create unreadable characters in .csv files. If you have already created your spreadsheet in Excel, please convert an Excel file into a .csv file using Google Sheets.
If you use Notepad
- Click on File
- Choose Save As
- There are three items to update in the Save dialog that comes up: Save as type: change this to All Files File name: name your file and add the .csv extension to it – example: contacts.csv Encoding: click on the dropdown and choose UTF-8
*If you use Excel for Mac, we highly recommend that you open your spreadsheet in either Numbers or Google Sheets to convert and export the final csv file to UTF-8 encoding. Excel for Mac does not natively support the import or export of UTF-8 encoded files.
If you use Numbers
- Click on File
- Hover over Export
- In the submenu that appears, choose CSV
- Click on Advanced Options to show the Text Encoding dropdown
- Select Unicode (UTF-8) from the dropdown menu
- Click Next
- Click File
- Click on or hover over Download As
- Choose the option Comma-separated values (.csv, current sheet)
- After clicking on that option, your file will be automatically downloaded to your computer
First Name: the upload won’t work if you are missing the first name column item in any row. At this time a First name in the “first” column is required for every contact in a csv upload.
Empty Rows: the upload won’t work if you have empty rows in your csv. You can remove these in most Spreadsheet applications by sorting any column by Ascending and deleting the empty rows at the bottom of the sheet. Tutorials on how to Sort Ascending in Excel, Numbers, and Google Sheets.
Headers: if you create your own csv you’ll still need the headers we use in our example csv.
The headers of the first column should be in the following order as in our example:
Please note that this is case sensitive. So using First,Last,Email,Phone,Address will not work. The headers will need to be all lowercase at this time for Sam to accept the csv upload.