How to import contacts

Upload a CSV/XLSX file with your contacts to Banktrack

To import contacts into Banktrack, you can use the template we provide or adjust your file formatting for proper compatibility.

Important: For the import to work correctly, the CSV file must use a semicolon ( ; ) as the separator. Files using a comma ( , ) as the separator are not supported.

Downloadable template

You can find the downloadable template at this link: https://docs.google.com/spreadsheets/d/126MPJqJbGs8ypYMRs1J_dZIwXEN430lGN57AI8WFWgU/edit?usp=sharing

Accepted formats

Take note of the following accepted formats in Banktrack:

• Name*: text

• Contact type: text. Must match exactly:

  • If the contact is "autónomo" (self-employed): use freelancer

  • If the contact is "empresa" (company): use company

• Fiscal ID: text and/or numbers

• Email: text and/or numbers

• Phone: text and/or numbers

• Address: text and/or numbers

• Postal code: text and/or numbers

• City: text and/or numbers

• Province: text and/or numbers

• Country: text. Countries must match the ISO code exactly. For example: Spain = ESP. Mexico = MEX. Here you can find the complete list of countries.

Fields marked with an asterisk * are mandatory.

If you have any questions regarding importing contacts, you can contact us through the chat found in the bottom right corner of the screen.